Skip to main content

Go Premium in Our Biggest Sale Ever

UPGRADE NOW
TipRanks
Go Ultimate75% OFF

TRB Advisors LP - Heath L. Watkin

130 Followers

TRB Advisors LP Portfolio Activity as reported in the most recent 13F form, for the period ending Sep 30, 2026

TRB Advisors LP Portfolio Activity

KKRKKR & Co		Not ChangedFinancial$103.97($91.37-$116.57)0.00%26.13M56.34%
TOGATremblant Global ETF		Not ChangedGeneral$30.56($28.84-$32.29)0.00%15.92M34.33%
AAPLApple		Not ChangedTechnology$317.27($289.19-$345.34)0.00%4.33M9.33%
SMHVanEck Semiconductor ETF		Sold OutGeneral$571.76($503.63-$639.89)-100.00%0.000.00%
VOOVanguard S&P 500 ETF		Sold OutGeneral$693.27($670.15-$716.39)-100.00%0.000.00%

Measured Performance

TRB Advisors LPAverage Hedge Fund PortfolioS&P 5000%100%200%300%400%2016201720192021202320252026
See Most Recommended Stocks

TRB Advisors LP activity FAQ

What is TRB Advisors LP’s portfolio gain since Jan 2016?
TRB Advisors LP’s portfolio gain since Jan 2016 was 437.16%.
What is TRB Advisors LP’s Sharpe Ratio?
TRB Advisors LP’s Sharpe Ratio is 5.14.
What is TRB Advisors LP’s 13F portfolio value?
The value of TRB Advisors LP’s holdings disclosed in its most recent 13F filing is $46.38M.
What is TRB Advisors LP’s average return since the fund’s last 13F filing?
TRB Advisors LP’s average return since the fund’s last 13F filing is 8.76%.
What was TRB Advisors LP’s average return in the last 12 months?
TRB Advisors LP’s average return in the last 12 months was 2.10%.
What was TRB Advisors LP’s average return in the last 3 years?
TRB Advisors LP’s average return in the last 3 years was 40.22%.
What period does TRB Advisors LP’s most recent 13F filing cover?
TRB Advisors LP’s most recent 13F filing reports holdings for the period ending Sep 30, 2026.
Who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.

TipRanks & Hedge Funds: TipRanks measures the performance of Heath L. Watkin and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

Disclosure on Hedge Fund Expert Ranking:

We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:

1. Hedge funds that manage stocks of more than 1,500 different companies

2. Hedge funds with a portfolio turnover of over 50% from the previous quarter

3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.

Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.