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Trybe Capital Management LP

SEC CIK
0001807902
Latest filing
Aug 14, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
10
0 vs. Q4 2021
Portfolio value
$165.0M
−$24.6M (−13.0%) vs. Q4 2021
Filed
May 16, 2022
SEC
Holdings of Trybe Capital Management LP in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock92,662$25.3M15.3%00.0%UnchangedHistory
AAPLApple Inc.Stock121,334$21.2M12.8%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock7,396$20.6M12.5%00.0%UnchangedHistory
AMZNAmazon Com IncStock6,009$19.6M11.9%00.0%UnchangedHistory
MSFTMicrosoft CorpStock62,952$19.4M11.8%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock31,850$17.7M10.8%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock71,170$15.1M9.2%00.0%UnchangedHistory
MRVLMarvell Technology, Inc.COM197,474$14.2M8.6%00.0%UnchangedHistory
RBLXRoblox CorpStock152,639$7.06M4.3%+36,021+30.9%AddedHistory
DNAGinkgo Bioworks Holdings, Inc.CL A SHS1,207,992$4.87M3.0%00.0%UnchangedHistory

Options (2)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Trybe Capital Management LP in Q1 2022
SecurityClassPutsCalls
NEMNEWMONT CorpStock–$69.9M
RBLXRoblox CorpStock–$4.62M