Trybe Capital Management LP
- SEC CIK
- 0001807902
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 10
- −2 vs. Q3 2021
- Portfolio value
- $189.5M
- +$13.9M (+7.9%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 92,662 | $27.3M | 14.4% | −25,898−21.8% | Reduced | History |
| AAPLApple Inc. | Stock | 121,334 | $21.5M | 11.4% | +32,497+36.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 7,396 | $21.4M | 11.3% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 62,952 | $21.2M | 11.2% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 31,850 | $20.7M | 10.9% | +4,328+15.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 6,009 | $20.0M | 10.6% | +1,222+25.5% | Added | History |
| CRMSalesforce, Inc. | Stock | 71,170 | $18.1M | 9.5% | +24,786+53.4% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 197,474 | $17.3M | 9.1% | +88,067+80.5% | Added | History |
| RBLXRoblox Corp | Stock | 116,618 | $12.0M | 6.3% | +116,618 | New | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 1,207,992 | $10.0M | 5.3% | 00.0% | Unchanged | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| NEMNEWMONT Corp | Stock | – | $54.6M |
Sold out since Q3 2021 (3)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Stock | 57,032 | $14.8M | 8.5% | History |
| PLTRPalantir Technologies Inc. | Stock | 472,953 | $11.4M | 6.5% | History |
| MTCHMatch Group, Inc. | COM | 55,523 | $8.72M | 5.0% | History |