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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
Q2 		$23.8M Buy
156,111
+48,885
+46% +$8.14M 0.68% 45
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Tremblant Capital Group's PODD Position: Q2 2026 in Review

Tremblant Capital Group increased its Insulet (PODD) stake by 46% in Q2 2026, buying an estimated $8.14M and bringing the position to 156,111 shares worth $23.8M. The position accounts for 0.68% of the portfolio, ranked #45.

Tremblant Capital Group first reported a position in PODD in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.8M in Q4 2025. 730 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

  • Tremblant Capital Group held 156,111 shares of Insulet worth $23.8M as of Q2 2026.
  • Tremblant Capital Group bought 48,885 Insulet shares in Q2 2026, an estimated $8.14M.
  • Insulet made up 0.68% of Tremblant Capital Group's portfolio in Q2 2026, its #45 holding.
  • Tremblant Capital Group first reported a position in Insulet in Q4 2025 and has held it in 3 quarters since.
  • Tremblant Capital Group's Insulet position peaked at $30.8M in Q4 2025.
  • 730 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on Tremblant Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.