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Trybe Capital Management LP

SEC CIK
0001807902
Latest filing
Aug 14, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
9
0 vs. Q4 2022
Portfolio value
$111.7M
+$26.5M (+31.1%) vs. Q4 2022
Filed
May 15, 2023
SEC
Holdings of Trybe Capital Management LP in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock78,068$21.7M19.4%00.0%UnchangedHistory
MSFTMicrosoft CorpStock55,144$15.9M14.2%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock32,973$15.3M13.7%+5,845+21.5%AddedHistory
AMZNAmazon Com IncStock145,908$15.1M13.5%+42,203+40.7%AddedHistory
GOOGLAlphabet Inc.Stock129,452$13.4M12.0%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock58,893$11.8M10.5%00.0%UnchangedHistory
AAPLApple Inc.Stock71,221$11.7M10.5%−28,394−28.5%ReducedHistory
RBLXRoblox CorpStock120,648$5.43M4.9%00.0%UnchangedHistory
DNAGinkgo Bioworks Holdings, Inc.CL A SHS1,054,343$1.40M1.3%+1,054,343NewHistory

Options (3)

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 2023
SecurityClassPutsCalls
GOOGLAlphabet Inc.Stock–$31.1M
NVDANVIDIA CorpStock–$30.6M
NEMNEWMONT CorpStock–$9.80M

Sold out since Q4 2022 (1)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Trybe Capital Management LP sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
MRVLMarvell Technology, Inc.COM154,475$5.72M6.7%History