WhaleScore 2.0 ?
• NEW YORK, NY • Activist Investor How do I update this listing?
TRB Advisors is based out of New York. Their last reported 13F filing for Q4 2020 included $223,136,000 in managed 13F securities and a top 10 holdings concentration of 96.83%. TRB Advisors's largest holding is Microsoft Corp. with shares held of 250,000. TRB Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 41 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for TRB ADVISORS LP
Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16
|Performance for Q4 2020:||17.26%|
|Performance Last 4 Quarters:||26.31%|
|Stdev (5-yrs):||Subscription required||BETA (5-yrs):||Subscription required||ALPHA (3-yrs):||Subscription required|
|Max Drawdown (all-years):||Subscription required||Annualized Perf (3-yrs):||Subscription required||Batting Avg vs S&P. (3-yrs):||Subscription required|
|Sortino (3-yrs):||Subscription required||Stutzer (3-yrs):||Subscription required||Treynor (3-yrs):||Subscription required|
|Sterling (3-yrs):||Subscription required||Calmar (3-yrs):||Subscription required||Information Ratio (3-yrs):||Subscription required|
|Tracking Error (3 yrs):||Subscription required||Stdev Down (3-yrs):||Subscription required||Winning Months %:||Subscription required|
|Losing Months %:||Subscription required||Best 12 Months:||Subscription required||Worst 12 Months:||Subscription required|
|Efficiency Ratio (3-yrs):||Subscription required||Sharpe:||Subscription required||Stdev Sectors:||Subscription required|
|Skewness (3-yrs):||Subscription required||Kurtosis (3-yrs):||Subscription required||Upside Potential (3-yrs):||Subscription required|
You must have a subscription to view WhaleScore histories