Trip.com (TCOM): Uzun Vadeli Kazançlar için Çin'in En Büyük Seyahat Platformu Seti

Trip.com (TCOM): China’s Largest Travel Platform Set for Long Term Gains

Mon, August 24, 2026 at 3:07 PM GMT+3 3 min read

• TCOM -0.69%

Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.

In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Trip.com Group Limited (NASDAQ:TCOM). Trip.com Group Limited (NASDAQ:TCOM), a leading online travel services company, detracted from performance during the quarter. On August 21, 2026, Trip.com Group Limited (NASDAQ:TCOM) closed at $46.11 per share, reflecting a market capitalization of $29.04 billion. Trip.com Group Limited (NASDAQ:TCOM) posted a one‑month return of 2.99%, while its shares lost 30.06% over the past 52 weeks.

Loomis Sayles Global Growth Fund stated the following regarding Trip.com Group Limited (NASDAQ:TCOM) in its Q2 2026 investor letter:

"China-based Trip.com Group Limited (NASDAQ:TCOM), formerly known as Ctrip, is among the world's largest global travel platform. Founded in 1999, the company offers a comprehensive, integrated platform on which travelers can make arrangements for lodging, transportation, packaged tours and other related services, including online advertising and financial services, as well as providing corporate travel management services. The company provides its services in China through its Ctrip and Qunar platforms and serves non-Chinese customers primarily thorough Trip.com and Skyscanner. China-related travel accounts for over 85% of revenue, but Trip.com is available in 24 languages and 35 local currencies while Skyscanner is available in over 50 countries and over 35 languages. Trip.com also holds equity interests in other leading travel sites, including Tongcheng-Elong, China's third largest online travel agent (OTA), and MakeMyTrip, the largest OTA in India.…" (Click here to read the full text)

Trip.com Group Limited (NASDAQ:TCOM) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 38 hedge fund portfolios held Trip.com Group Limited (NASDAQ:TCOM) at the end of the first quarter, which was 46 in the previous quarter. While we acknowledge the potential of Trip.com Group Limited (NASDAQ:TCOM) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article we discussed Trip.com Group Limited (NASDAQ:TCOM) and shared a list of fastest growing consumer stocks to buy. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.