TRUP
Trupanion Inc
3 super-investors hold TRUP worth a combined $23M. The largest position: Josh Tarasoff at 5.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 31 — ranked #365 of 724 scored stocks.
Why super-investors own TRUP
TRUP is a narrow-conviction holding within this cohort, owned by just three managers with combined exposure of $23M, nearly all of it concentrated in one portfolio. Josh Tarasoff accounts for roughly 87% of that total, carrying TRUP at 5.8% of his portfolio — a meaningful allocation that marks him as the sole high-conviction holder. Lee Ainslie and Joel Greenblatt each hold rounding-error positions below 0.1% of their respective portfolios. Cohort ownership has been locked at a stable base for eight consecutive quarters with no new entrants, exits, additions, or trims in 2026Q1, suggesting neither broadening interest nor deteriorating conviction. Interest here is essentially flat and confined.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Josh Tarasoff | 5.8% | 30q | $20M | 776,490 |
| 2 | Joel Greenblatt | <0.1% | 34q | $2M | 78,620 |
| 3 | Lee Ainslie | <0.1% | 4q | $684K | 26,714 |
Owners of TRUP also hold
Long US equity 13F-HR filings only. CUSIP 898202106. Not investment advice.