TRB Advisors LP

CIK: 0001513300SEC EDGAR →

Portfolio Value

$427.0M

Holdings

11

As of

Q4 2025

New Positions

11

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INDEX FDS

325,000$203.8M
47.74%
2

MICROSOFT CORP

120,000$58.0M
13.59%
3

APPLE INC

153,000$41.6M
9.74%
4

VISA INC

110,000$38.6M
9.04%
5

KKR & CO INC

186,166$23.7M
5.56%
6

TREMBLANT GLOBAL ETF

500,000$17.1M
4.01%
7

S&P GLOBAL INC

30,000$15.7M
3.67%
8

MOODYS CORP

30,000$15.3M
3.59%
9

ALPHABET INC

30,000$9.4M
2.20%
10

CARVANA CO

5,465$2.3M
0.54%

Quarterly Changes

Top Buys

VOONEW
$203.8M
MSFTNEW
$58.0M
AAPLNEW
$41.6M
VNEW
$38.6M
KKRNEW
$23.7M

Top Sells

No sells this quarter

New Positions (11)

$203.8M · 325K shares
$58.0M · 120K shares
$41.6M · 153K shares
$38.6M · 110K shares
$23.7M · 186K shares
$17.1M · 500K shares
$15.7M · 30K shares
$15.3M · 30K shares
$9.4M · 30K shares
$2.3M · 5K shares
$1.4M · 58K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services6$314.3M73.6%
Technology2$99.6M23.3%
Communication Services1$9.4M2.2%
Consumer Cyclical2$3.7M0.9%