Trybe Capital Management LP
- SEC CIK
- 0001807902
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 11
- +2 vs. Q1 2023
- Portfolio value
- $172.3M
- +$60.6M (+54.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 78,068 | $33.0M | 19.2% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 58,615 | $20.0M | 11.6% | +3,471+6.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 145,908 | $19.0M | 11.0% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 150,295 | $18.0M | 10.4% | +20,843+16.1% | Added | History |
| NOWServiceNow, Inc. | Stock | 28,420 | $16.0M | 9.3% | −4,553−13.8% | Reduced | History |
| AAPLApple Inc. | Stock | 78,650 | $15.3M | 8.9% | +7,429+10.4% | Added | History |
| CRMSalesforce, Inc. | Stock | 68,871 | $14.5M | 8.4% | +9,978+16.9% | Added | History |
| RBLXRoblox Corp | Stock | 292,776 | $11.8M | 6.8% | +172,128+142.7% | Added | History |
| CARRCarrier Global Corp | Stock | 192,058 | $9.55M | 5.5% | +192,058 | New | History |
| TDYTeledyne Technologies Inc | COM | 19,863 | $8.17M | 4.7% | +19,863 | New | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 3,780,776 | $7.03M | 4.1% | +2,726,433+258.6% | Added | History |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.