Trybe Capital Management LP
- SEC CIK
- 0001807902
- Latest filing
- Aug 14, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 12
- 0 vs. Q2 2021
- Portfolio value
- $175.6M
- +$11.7M (+7.1%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MRVLMarvell Technology, Inc. | COM | 109,407 | $6.60M | 3.8% | +109,407 | New | History |
| MTCHMatch Group, Inc. | COM | 55,523 | $8.72M | 5.0% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 472,953 | $11.4M | 6.5% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 88,837 | $12.6M | 7.2% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 46,384 | $12.6M | 7.2% | 00.0% | Unchanged | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 1,207,992 | $14.0M | 8.0% | +1,207,992 | New | History |
| PYPLPayPal Holdings, Inc. | Stock | 57,032 | $14.8M | 8.5% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 4,787 | $15.7M | 9.0% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 27,522 | $17.1M | 9.8% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 62,952 | $17.7M | 10.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 7,396 | $19.8M | 11.3% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 118,560 | $24.6M | 14.0% | 00.0% | UnchangedConverted for a 4-for-1 split | History |
Sold out since Q2 2021 (2)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| Soaring Eagle Acquisition CoG8354H126 | CL A SHS | 601,698 | $5.99M | 3.7% | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 64,381 | $5.96M | 3.6% | – |