Skip to main content

Trybe Capital Management LP

SEC CIK
0001807902
Latest filing
Aug 14, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
10
−1 vs. Q2 2023
Portfolio value
$179.1M
+$6.81M (+4.0%) vs. Q2 2023
Filed
Nov 14, 2023
SEC
Holdings of Trybe Capital Management LP in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock78,068$34.0M19.0%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock150,295$19.7M11.0%00.0%UnchangedHistory
AMZNAmazon Com IncStock145,908$18.5M10.4%00.0%UnchangedHistory
MSFTMicrosoft CorpStock58,615$18.5M10.3%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock28,420$15.9M8.9%00.0%UnchangedHistory
TDYTeledyne Technologies IncCOM38,658$15.8M8.8%+18,795+94.6%AddedHistory
CARRCarrier Global CorpStock270,844$15.0M8.3%+78,786+41.0%AddedHistory
SNOWSnowflake Inc.Stock94,174$14.4M8.0%+94,174NewHistory
CRMSalesforce, Inc.Stock68,871$14.0M7.8%00.0%UnchangedHistory
AAPLApple Inc.Stock78,650$13.5M7.5%00.0%UnchangedHistory

Options (4)

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 2023
SecurityClassPutsCalls
GOOGLAlphabet Inc.Stock–$52.3M
NVDANVIDIA CorpStock–$43.5M
AMZNAmazon Com IncStock–$25.4M
NEMNEWMONT CorpStock–$7.39M

Sold out since Q2 2023 (2)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Trybe Capital Management LP sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
RBLXRoblox CorpStock292,776$11.8M6.8%History
DNAGinkgo Bioworks Holdings, Inc.CL A SHS3,780,776$7.03M4.1%History