Skip to main content

Trybe Capital Management LP

SEC CIK
0001807902
Latest filing
Aug 14, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
10
0 vs. Q3 2023
Portfolio value
$208.8M
+$29.6M (+16.5%) vs. Q3 2023
Filed
Feb 14, 2024
SEC
Holdings of Trybe Capital Management LP in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock78,068$38.7M18.5%00.0%UnchangedHistory
AMZNAmazon Com IncStock145,908$22.2M10.6%00.0%UnchangedHistory
MSFTMicrosoft CorpStock58,615$22.0M10.6%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock150,295$21.0M10.1%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock28,420$20.1M9.6%00.0%UnchangedHistory
SNOWSnowflake Inc.Stock94,174$18.7M9.0%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock68,871$18.1M8.7%00.0%UnchangedHistory
TDYTeledyne Technologies IncCOM38,658$17.3M8.3%00.0%UnchangedHistory
CARRCarrier Global CorpStock270,844$15.6M7.5%00.0%UnchangedHistory
AAPLApple Inc.Stock78,650$15.1M7.3%00.0%UnchangedHistory

Options (5)

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 2023
SecurityClassPutsCalls
GOOGLAlphabet Inc.Stock–$55.9M
NVDANVIDIA CorpStock–$49.5M
AMZNAmazon Com IncStock–$30.4M
NEMNEWMONT CorpStock–$16.6M
Barrick Gold Corp067901108COM–$10.9M