13F Filings History of TRB Advisors LP

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$426,958,570
Signature - Title
Lenny Paris - Chief Financial Officer and Chief Operating Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by TRB Advisors LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TRB Advisors LP reported 11 stock holdings with total value $426,958,570 as of Q4 2025. Top holdings included VOO, MSFT, AAPL, V, and KKR.

Notify me when TRB Advisors LP files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 11 $426,958,570 +$44,400,140 -$119,631,985 -$75,231,845 VOO, MSFT, AAPL, V, KKR 13F-HR 06 Feb 2026, 18:41
Q3 2025 11 $496,325,825 +$153,443,075 -$96,854,900 +$56,588,175 VOO, MSFT, AAPL, V, KKR Restatement 31 Oct 2025, 13:19
Q2 2025 11 $417,268,253 +$214,867,968 -$31,185,840 +$183,682,128 VOO, MSFT, AAPL, META, V 13F-HR 30 Jul 2025, 06:15
Q1 2025 6 $211,000,125 +$1,449,945 -$356,262,600 -$354,812,655 AAPL, MSFT, V, VOO, KKR 13F-HR 22 Apr 2025, 06:01
Q4 2024 8 $600,904,000 +$68,713,600 -$26,940,500 +$41,773,100 VOO, AAPL, MSFT, AMZN, V 13F-HR 11 Feb 2025, 12:50
Q3 2024 5 $543,275,000 +$131,917,500 -$143,733,000 -$11,815,500 VOO, MSFT, AAPL, V, KKR 13F-HR 09 Oct 2024, 08:01
Q2 2024 6 $536,324,800 +$199,008,000 -$149,314,950 +$49,693,050 VOO, QQQ, MSFT, AAPL, V 13F-HR 09 Aug 2024, 18:02
Q1 2024 10 $462,912,350 +$265,689,350 -$191,983,000 +$73,706,350 VOO, MSFT, AAPL, V, AMZN 13F-HR 16 Apr 2024, 18:08
Q4 2023 6 $378,372,000 +$206,317,000 $0 +$206,317,000 MSFT, QQQ, AAPL, SPY, VOO Restatement 16 Apr 2024, 18:13
Q3 2023 4 $149,924,700 $0 -$272,958,000 -$272,958,000 AAPL, MSFT, VOO, V 13F-HR 13 Nov 2023, 07:30
Q2 2023 5 $440,536,000 +$233,004,000 -$31,988,600 +$201,015,400 SPY, VOO, AAPL, MSFT, V 13F-HR 03 Aug 2023, 06:05
Q1 2023 9 $214,424,200 +$91,310,400 -$274,000 +$91,036,400 AAPL, MSFT, SPY, V, VOO 13F-HR 24 Apr 2023, 06:15
Q4 2022 4 $101,840,000 $0 $0 $0 AAPL, MSFT, V, FNCH 13F-HR 13 Jan 2023, 06:16
Q3 2022 4 $101,745,000 $0 -$52,032,000 -$52,032,000 AAPL, MSFT, V, FNCH 13F-HR 13 Oct 2022, 13:06
Q2 2022 5 $159,548,000 +$52,032,000 -$48,558,882 +$3,473,118 VOO, AAPL, MSFT, V, FNCH 13F-HR 12 Aug 2022, 07:43
Q1 2022 6 $182,492,000 $0 -$113,286,338 -$113,286,338 MSFT, AAPL, GOOGL, V, AMZN 13F-HR 22 Apr 2022, 06:05
Q4 2021 8 $310,890,000 $0 $0 $0 MSFT, AAPL, AMZN, GOOGL, V 13F-HR 31 Jan 2022, 06:10
Q3 2021 8 $276,374,000 +$260,000 -$171,593,667 -$171,333,667 MSFT, AAPL, AMZN, GOOGL, V 13F-HR 08 Nov 2021, 11:40
Q2 2021 13 $441,160,000 +$199,066,693 -$45,021,733 +$154,044,960 MSFT, AMZN, AAPL, GOOGL, META 13F-HR 13 Aug 2021, 07:05
Q1 2021 12 $260,152,000 +$92,261,571 -$53,984,792 +$38,276,779 MSFT, AAPL, UNP, GOOGL, AMZN 13F-HR 12 May 2021, 12:55
Q4 2020 12 $223,136,000 +$54,867,234 -$97,743,000 -$42,875,766 MSFT, AAPL, AMZN, V, UNP 13F-HR 11 Feb 2021, 15:41
Q3 2020 12 $253,295,000 +$132,993,743 -$65,347,400 +$67,646,343 SPY, MSFT, AAPL, VOO, AMZN 13F-HR 12 Nov 2020, 06:21
Q2 2020 8 $202,598,000 +$102,262,988 -$62,346,000 +$39,916,988 MSFT, AMZN, AAPL, V, GOOGL 13F-HR 13 Aug 2020, 06:15
Q1 2020 11 $139,042,000 +$199,637 -$70,662,917 -$70,463,280 VOO, MSFT, V, AAPL, AMZN 13F-HR 11 May 2020, 12:52
Q4 2019 12 $236,018,000 +$101,445,491 $0 +$101,445,491 VOO, MSFT, AAPL, V, SPY 13F-HR 07 Feb 2020, 06:50
Q3 2019 11 $120,288,000 +$11,043,961 -$16,851,114 -$5,807,153 VOO, V, MSFT, AAPL, MA 13F-HR 12 Nov 2019, 10:12
Q2 2019 11 $123,055,087 +$3,667,269 -$241,692,618 -$238,025,349 VOO, V, MSFT, AAPL, MA 13F-HR 13 Aug 2019, 07:48
Q1 2019 20 $334,109,000 +$259,916,788 $0 +$259,916,788 V, MSFT, AAPL, MA, VOO 13F-HR 08 May 2019, 14:00
Q4 2018 9 $63,380,000 +$16,324,000 -$227,083,054 -$210,759,054 VOO, V, MSFT, AAPL, GOOGL 13F-HR 05 Feb 2019, 10:07
Q3 2018 11 $338,734,000 +$131,019,255 -$36,110,511 +$94,908,744 AAPL, MSFT, V, AMZN, MA 13F-HR 09 Nov 2018, 14:44
Q2 2018 9 $214,264,000 +$165,474,136 -$4,207,000 +$161,267,136 MSFT, AMZN, AAPL, GOOGL, V 13F-HR 10 Aug 2018, 06:06
Q1 2018 10 $47,998,000 +$4,762,900 -$102,783,051 -$98,020,151 V, AAPL, GOOGL, MSFT, AMZN 13F-HR 16 May 2018, 13:50
Q4 2017 17 $140,595,000 +$54,960,351 -$62,221,840 -$7,261,489 V, MA, GOOGL, JNJ, UNP 13F-HR 14 Feb 2018, 10:38
Q3 2017 9 $135,051,000 +$37,724,834 -$56,980,471 -$19,255,637 V, MA, AMZN, AAPL, MU 13F-HR 15 Nov 2017, 16:03
Q2 2017 11 $142,465,000 +$75,448,373 -$1,843,450 +$73,604,923 V, AAPL, GOOGL, MA, AMZN 13F-HR 14 Aug 2017, 12:24
Q1 2017 9 $65,660,000 +$44,528,447 -$46,261,000 -$1,732,553 V, GOOGL, AAPL, KHC, JNJ 13F-HR 15 May 2017, 11:14
Q4 2016 7 $65,164,000 +$54,840,200 -$4,493,000 +$50,347,200 SPY, V, KHC, AAPL, JNJ 13F-HR 14 Feb 2017, 14:20
Q3 2016 7 $14,970,000 +$4,493,000 $0 +$4,493,000 AMZN, V, KHC, JNJ, AAPL 13F-HR 15 Nov 2016, 12:51
Q2 2016 5 $9,741,000 +$2,931,625 $0 +$2,931,625 V, KHC, JNJ, AAPL, UNP 13F-HR 16 Aug 2016, 11:50
Q1 2016 4 $6,704,000 $0 -$17,152,000 -$17,152,000 KHC, V, AAPL, UNP 13F-HR 13 May 2016, 12:56
Q4 2015 5 $23,876,000 +$1,173,000 -$6,256,333 -$5,083,333 V, TWC, KHC, AAPL, UNP 13F-HR 16 Feb 2016, 12:32
Q3 2015 5 $26,550,000 +$26,550,000 $0 +$26,550,000 V, TWC, KHC, AAPL, ILMN 13F-HR 12 Nov 2015, 09:56
Q2 2015 0 $0 $0 -$152,717,000 -$152,717,000 13F-HR 14 Aug 2015, 12:12
Q1 2015 1 $152,717,000 $0 -$69,318,355 -$69,318,355 UNP 13F-HR 13 May 2015, 17:00
Q4 2014 1 $244,217,000 +$5,956,512 -$4,442,000 +$1,514,512 UNP 13F-HR 11 Feb 2015, 10:05
Q3 2014 2 $221,282,000 +$4,442,000 -$25,718,000 -$21,276,000 UNP, BABA 13F-HR 12 Nov 2014, 12:24
Q2 2014 3 $225,218,000 +$100,030,000 $0 +$100,030,000 UNP, ARPI, NYRT 13F-HR 14 Aug 2014, 11:32
Q1 2014 2 $212,054,000 +$18,766,000 -$142,460,000 -$123,694,000 UNP, ARPI 13F-HR 12 May 2014, 12:21
Q4 2013 5 $316,941,000 $0 $0 $0 UNP, V, AXP, ARPI, KMI 13F-HR 12 Feb 2014, 12:56