← Top Holdings

TRIPTRIPADVISOR INC

CUSIP: 896945201

2

Guru Owners

$49.7M

Total Value Held

4.7M

Total Shares

$49.0M
2.41%
$724K
0.01%

📊 Fundamentals

Market Cap$1.6B
P/E Ratio122.8x
Above market avg
Forward P/E8.5x
P/FCF8.7x
EPS (TTM)$0.11
Revenue (TTM)$1.9B
Profit Margin0.99%
Beta0.87

52-Week Range

$9.01
$20.16

Current: $13.51

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 122.8x trailing earnings → 8.5x forward · 1.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$12.4M$24.9M$37.3M$49.7MQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $49.7M
INCREASEDLongleaf Partners$49.0M
NEWLee Ainslie$724K
SOLDRay Dalio
Q4 '252 owners · $42.5M
INCREASEDLongleaf Partners$41.3M
INCREASEDRay Dalio$1.2M
SOLDLee Ainslie
Q3 '253 owners · $48.5M
REDUCEDLongleaf Partners$38.1M
NEWRay Dalio$6.8M
REDUCEDLee Ainslie$3.5M
Q2 '252 owners · $34.5M
INCREASEDLongleaf Partners$33.8M
NEWLee Ainslie$707K
Q1 '251 owners · $24.5M
NEWLongleaf Partners$24.5M
SOLDLee Ainslie
Q4 '241 owners · $188K
REDUCEDLee Ainslie$188K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
4%analyst est. 3.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
9.7%current: 9.7%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data