Trybe Capital Management LP
- SEC CIK
- 0001807902
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 7
- −3 vs. Q4 2023
- Portfolio value
- $274.0M
- +$65.2M (+31.3%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 78,068 | $70.5M | 25.7% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 247,052 | $37.3M | 13.6% | +96,757+64.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 190,660 | $34.4M | 12.6% | +44,752+30.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 81,657 | $34.4M | 12.5% | +23,042+39.3% | Added | History |
| CRMSalesforce, Inc. | Stock | 108,999 | $32.8M | 12.0% | +40,128+58.3% | Added | History |
| NOWServiceNow, Inc. | Stock | 42,894 | $32.7M | 11.9% | +14,474+50.9% | Added | History |
| AAPLApple Inc. | Stock | 186,042 | $31.9M | 11.6% | +107,392+136.5% | Added | History |
Options (8)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| NVDANVIDIA Corp | Stock | – | $180.7M |
| AMZNAmazon Com Inc | Stock | – | $36.1M |
| AAPLApple Inc. | Stock | – | $34.3M |
| GOOGLAlphabet Inc. | Stock | – | $30.2M |
| NEMNEWMONT Corp | Stock | – | $14.3M |
| AAAlcoa Corp | Stock | – | $13.5M |
| Barrick Gold Corp067901108 | COM | – | $9.98M |
| FCXFreeport-McMoran Inc | Stock | – | $9.40M |
Sold out since Q4 2023 (3)
Positions held at the end of Q4 2023 that are gone from this filing.