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Trybe Capital Management LP

SEC CIK
0001807902
Latest filing
Aug 14, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
10
0 vs. Q2 2022
Portfolio value
$100.0M
−$15.2M (−13.2%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Trybe Capital Management LP in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock112,775$15.6M15.6%−5,767−4.9%ReducedHistory
MSFTMicrosoft CorpStock57,838$13.5M13.5%−3,614−5.9%ReducedHistory
GOOGLAlphabet Inc.Stock135,788$13.0M13.0%−8,652−6.0%ReducedConverted for a 20-for-1 splitHistory
AMZNAmazon Com IncStock109,252$12.3M12.3%−7,312−6.3%ReducedHistory
NOWServiceNow, Inc.Stock28,834$10.9M10.9%−2,179−7.0%ReducedHistory
NVDANVIDIA CorpStock83,460$10.1M10.1%−6,855−7.6%ReducedHistory
CRMSalesforce, Inc.Stock63,158$9.09M9.1%−5,813−8.4%ReducedHistory
MRVLMarvell Technology, Inc.COM170,302$7.31M7.3%−19,631−10.3%ReducedHistory
RBLXRoblox CorpStock138,161$4.95M4.9%00.0%UnchangedHistory
DNAGinkgo Bioworks Holdings, Inc.CL A SHS1,054,343$3.29M3.3%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 Q3 2022
SecurityClassPutsCalls
NEMNEWMONT CorpStock–$40.2M
RBLXRoblox CorpStock–$7.17M