Trybe Capital Management LP
- SEC CIK
- 0001807902
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC
- Positions
- 7
- +1 vs. Q1 2026
- Total value
- $929.27M
- +$487.39M (+110.3%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| LRCXLAM RESEARCH CORP COM NEW | Stock | 478,246 | $207.24M | 22.30% | 00.0% | Unchanged | View |
| SNDKSANDISK CORP | COM | 84,341 | $191.77M | 20.64% | +15,729+22.9% | Added | View |
| NVDANVIDIA CORPORATION COM | Stock | 780,680 | $156.21M | 16.81% | 00.0% | Unchanged | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 116,359 | $134.31M | 14.45% | +116,359 | New | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 316,795 | $113.21M | 12.18% | +67,378+27.0% | Added | View |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 202,276 | $96.6M | 10.40% | 00.0% | Unchanged | View |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 15,046 | $29.93M | 3.22% | 00.0% | Unchanged | View |
Options (1)
Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.
| Security | Class | Puts | Calls |
|---|---|---|---|
| NVDANVIDIA CORPORATION COM | Stock | – | $160.07M |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 7 | $929.27M | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 6 | $441.88M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 9 | $556.46M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 8 | $484.91M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 8 | $409.99M | vs. Q1 2025 | SEC |
| Q1 2025 | May 15, 2025 | 8 | $295.1M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 7 | $364.55M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 14, 2024 | 6 | $288.15M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 14, 2024 | 7 | $315.74M | vs. Q1 2024 | SEC |
| Q1 2024 | May 15, 2024 | 7 | $274.01M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 14, 2024 | 10 | $208.76M | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 10 | $179.13M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 14, 2023 | 11 | $172.32M | vs. Q1 2023 | SEC |
| Q1 2023 | May 15, 2023 | 9 | $111.74M | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 14, 2023 | 9 | $85.21M | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 10 | $100.04M | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 15, 2022 | 10 | $115.25M | vs. Q1 2022 | SEC |
| Q1 2022 | May 16, 2022 | 10 | $164.97M | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 10 | $189.54M | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 15, 2021 | 12 | $175.61M | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 16, 2021 | 12 | $163.91M | vs. Q1 2021 | SEC |
| Q1 2021 | May 14, 2021 | 12 | $129.47M | – | SEC |