TRB Advisors LP

Est. AUM

$145.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$46.3M	125000	31.72%	SOLE
2	APPLE INC	COM	$44.4M	175000	30.45%	SOLE
3	KKR & CO INC	COM	$26.5M	286166	18.15%	SOLE
4	VISA INC	COM CL A	$15.1M	50000	10.36%	SOLE
5	TREMBLANT GLOBAL ETF	ETF SHS	$13.6M	500000	9.33%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.