Lenny Paris

Trb Advisors Lp

Assets Managed

$145.877M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 11d ago

Growth Rate

-65.83%(2Q avg: -39.9%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Trb Advisors Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 5 positions.

Assets under management

The assets under management (AUM) of Trb Advisors Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 145.877M in assets, with a quarterly growth rate of -65.83% and a 2-quarter average growth rate of -39.9%. The portfolio is managed by Lenny Paris, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MSFT Microsoft Corp Recent Activity Increased 4.17%	31.72%	$46.271M 125,000 shares@ $370.17 avg price	Increased 4.17%
AAPL Apple Inc Recent Activity Increased 14.38%	30.45%	$44.413M 175,000 shares@ $253.79 avg price	Increased 14.38%
KKR Kkr & Co Inc Recent Activity Increased 53.72%	18.15%	$26.47M 286,166 shares@ $92.5 avg price	Increased 53.72%
V Visa Inc-class A Shares Recent Activity Decreased -54.54%	10.36%	$15.112M 50,000 shares@ $302.24 avg price	Decreased -54.54%
TOGA Tremblant Global Etf Recent Activity	9.33%	$13.61M 500,000 shares@ $27.22 avg price

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