SIH Partners, LLLP TCOM — TRIP COM GROUP LTD

Ownership history in SIH Partners, LLLP  ·  8 quarters on record

AI Ownership Summary

SIH Partners, LLLP reported TRIP COM GROUP LTD (TCOM) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 15.22% in 2024 Q1. The latest visible filing shows TCOM at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TCOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIH Partners, LLLP's position in TRIP COM GROUP LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TCOM was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.22% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TCOM stock page SIH Partners, LLLP fund profile SIH Partners, LLLP full holdings
How SIH Partners, LLLP held TCOM — position size vs. price
% of Fund (quarterly)    TCOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 317,850 -8,450 -2.6% 0.43% $22.9M 2026-02-14 (Est.) $54.43
2025 Q3 ADDED — — — 326,300 +105,456 +47.8% 0.70% $24.5M 2025-11-14 $72.03
2025 Q2 ADDED — — — 220,844 +111,929 +102.8% 0.48% $13.0M 2025-08-14 $60.31
2025 Q1 ADDED — — — 108,915 +80,865 +288.3% 0.23% $6.9M 2025-05-15 $65.51
2024 Q4 REDUCED 68.7% -7.0% ✅ 28,050 -61,650 -68.7% 0.10% $1.9M 2025-02-14 $68.92
2024 Q3 REDUCED 81.0% +15.4% ❌ 89,700 -381,400 -81.0% 3.20% $5.3M 2024-11-14 $59.64
2024 Q1 ADDED — — — 471,100 +417,700 +782.2% 15.22% $20.7M 2024-05-07 $52.45
2023 Q4 INITIATED — — — 53,400 — — 1.54% $1.9M 2024-02-14 $40.41

🏢 Other funds also holding TCOM

As of 2026 Q1 — sorted by position size

Mizuho Securities Co. Ltd. 3Y 7Y 64.02% True Light Capital Pte. Ltd. 9.41% ARGA Investment Management, LP 3Y 7Y 4.68% TB Alternative Assets Ltd. 3Y 7Y 3.37% APEIRON CAPITAL Ltd 3Y 3.26% CANTILLON CAPITAL MANAGEMENT LLC 3Y 7Y 1.52% DAVIS SELECTED ADVISERS 3Y 7Y 1.5% Maytree Asset Management Ltd 3Y 1.13% MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 3Y 7Y 0.8% Boston Common Asset Management, LLC 3Y 7Y 0.75%

FAQ About SIH Partners, LLLP and TCOM

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIH Partners, LLLP reported owning TCOM?

SIH Partners, LLLP reported TCOM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TCOM position in SIH Partners, LLLP's portfolio?

The largest reported portfolio weight for TCOM was 15.22% in 2024 Q1.

What is the latest reported TCOM position on this page?

The most recent filing on this page is 2025 Q4, when SIH Partners, LLLP reported 317,850 shares, equal to 0.43% of portfolio, with an estimated market value of $22.9M.

What does the chart on this TCOM ownership page compare?

The chart compares SIH Partners, LLLP's quarterly TCOM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SIH Partners, LLLP time their TCOM position?

Based on 13F filing dates vs. subsequent TCOM price moves, SIH Partners, LLLP correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on TCOM relative to SPY over the holding period was -2.0%.

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