Smart Money Radar / Tickers / TCOM

TCOM Consumer Services

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
184
of 342 total, index funds excluded
This quarter
+42
62 out
Conviction
2 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2019Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $7.5B held
FundValueNote
Capital World Investors $1.8B
MORGAN STANLEY $653M
Sanders Capital, LLC $530M
Davis Selected Advisers $326M
JPMORGAN CHASE & CO $233M
Cantillon Capital Managemen… $229M
ARGA Investment Management,… $142M
Legal & General Group Plc $131M
Robeco Institutional Asset … $130M
Greenwoods Asset Management… $130M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.