Tsai Capital’s Trupanion TRUP Stock Holding History

Tsai Capital’s Portfolio TRUP Stock Details TRUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-43,088	Closed	-$2.05M	–	26
2022 Q4	$2.05M	Sell	43,088 -2,038	-5%	-$106K	2.97%	12
2022 Q3	$2.68M	Buy	45,126 +3,400	+8%	+$228K	2.98%	9
2022 Q2	$2.51M	Sell	41,726 -42,957	-51%	-$2.92M	2.98%	9
2022 Q1	$7.55M	Sell	84,683 -2,345	-3%	-$216K	5.79%	6
2021 Q4	$11.5M	Buy	87,028 +10,184	+13%	+$1.19M	7.98%	3
2021 Q3	$5.97M	Buy	+76,844	New	+$7.58M	5.14%	7

Other funds holding TRUP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Tsai Capital's TRUP Position: Q1 2023 in Review

Tsai Capital sold out of Trupanion (TRUP) in Q1 2023, closing a stake of 43,088 shares — an estimated $2.05M sold.

Tsai Capital first reported a position in TRUP in Q3 2021 and held it in 6 quarters. The position peaked at $11.5M in Q4 2021. 215 funds tracked by Wall St. Rank hold TRUP as of Q1 2023.

Tsai Capital reported no remaining Trupanion position as of Q1 2023 after selling out during the quarter.
Tsai Capital sold 43,088 Trupanion shares in Q1 2023, an estimated $2.05M.
Tsai Capital first reported a position in Trupanion in Q3 2021 and held it in 6 quarters.
Tsai Capital's Trupanion position peaked at $11.5M in Q4 2021.
215 funds tracked by Wall St. Rank held Trupanion as of Q1 2023.

Based on Tsai Capital's 13F filing for Q1 2023, filed 15 May 2023.