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Trybe Capital Management LP

SEC CIK
0001807902
Latest filing
Aug 14, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
9
−1 vs. Q3 2022
Portfolio value
$85.2M
−$14.8M (−14.8%) vs. Q3 2022
Filed
Feb 14, 2023
SEC
Holdings of Trybe Capital Management LP in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock55,144$13.2M15.5%−2,694−4.7%ReducedHistory
AAPLApple Inc.Stock99,615$12.9M15.2%−13,160−11.7%ReducedHistory
GOOGLAlphabet Inc.Stock129,452$11.4M13.4%−6,336−4.7%ReducedHistory
NVDANVIDIA CorpStock78,068$11.4M13.4%−5,392−6.5%ReducedHistory
NOWServiceNow, Inc.Stock27,128$10.5M12.4%−1,706−5.9%ReducedHistory
AMZNAmazon Com IncStock103,705$8.71M10.2%−5,547−5.1%ReducedHistory
CRMSalesforce, Inc.Stock58,893$7.81M9.2%−4,265−6.8%ReducedHistory
MRVLMarvell Technology, Inc.COM154,475$5.72M6.7%−15,827−9.3%ReducedHistory
RBLXRoblox CorpStock120,648$3.43M4.0%−17,513−12.7%ReducedHistory

Options (1)

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 Q4 2022
SecurityClassPutsCalls
NVDANVIDIA CorpStock–$18.9M

Sold out since Q3 2022 (1)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Trybe Capital Management LP sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
DNAGinkgo Bioworks Holdings, Inc.CL A SHS1,054,343$3.29M3.3%History