Trip.com Group Ltd (TCOM) — Hedge Fund Ownership Q1 2026
TCOM
- Trip.com Group Ltd (TCOM) is held by 3 of 84 tracked hedge funds, with Cantillon Capital Management (2%) and Davis Selected Advisers (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in TCOM holdings came from Davis Selected Advisers (+30%) and Dodge & Cox (+156%), highlighting conviction.
- The biggest decreases in TCOM holdings came from Cantillon Capital Management (-2%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to Trip.com Group Ltd (TCOM) by +15% vs the prior quarter and +32% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Cantillon Capital Management William von Mueffling
|
1.52% | 4.6M | -1.72% | +28.32% | $228.5M | $49.79 | — |
| 2 |
Davis Selected Advisers Christopher Davis
|
1.50% | 6.6M | +29.72% | +34.80% | $326.4M | $49.79 | — |
| 3 |
Dodge & Cox
|
0.00% | 49K | +155.84% | +186.34% | $2.5M | $49.79 | — |
| 3 | Total | — | 11.2M | +14.90% | +32.36% | $557.3M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.