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Tremblant Capital Group’s Insulet PODD Stock Holding History

Tremblant Capital Group’s Portfolio PODD Stock Details PODD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.5M Sell
107,226
-1,243
-1% -$312K 0.72% 49
2025
Q4 		$30.8M Buy
+108,469
New +$33.9M 0.79% 49

Other funds holding PODD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Tremblant Capital Group's PODD Position: Q1 2026 in Review

Tremblant Capital Group reduced its Insulet (PODD) stake by 1.1% in Q1 2026, selling an estimated $312K and leaving 107,226 shares worth $22.5M. The position accounts for 0.72% of the portfolio, ranked #49.

Tremblant Capital Group first reported a position in PODD in Q4 2025 and has held it in 2 quarters since. The position peaked at $30.8M in Q4 2025. 785 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

  • Tremblant Capital Group held 107,226 shares of Insulet worth $22.5M as of Q1 2026.
  • Tremblant Capital Group sold 1,243 Insulet shares in Q1 2026, an estimated $312K.
  • Insulet made up 0.72% of Tremblant Capital Group's portfolio in Q1 2026, its #49 holding.
  • Tremblant Capital Group first reported a position in Insulet in Q4 2025 and has held it in 2 quarters since.
  • Tremblant Capital Group's Insulet position peaked at $30.8M in Q4 2025.
  • 785 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Tremblant Capital Group's 13F filing for Q1 2026, filed 15 May 2026.