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Trybe Capital Management LP

SEC CIK
0001807902
Latest filing
Aug 14, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
7
0 vs. Q1 2024
Portfolio value
$315.7M
+$41.7M (+15.2%) vs. Q1 2024
Filed
Aug 14, 2024
SEC
Holdings of Trybe Capital Management LP in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock780,680$96.4M30.5%00.0%UnchangedConverted for a 10-for-1 splitHistory
GOOGLAlphabet Inc.Stock247,052$45.0M14.3%00.0%UnchangedHistory
AAPLApple Inc.Stock186,042$39.2M12.4%00.0%UnchangedHistory
AMZNAmazon Com IncStock190,660$36.8M11.7%00.0%UnchangedHistory
MSFTMicrosoft CorpStock81,657$36.5M11.6%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock42,894$33.7M10.7%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock108,999$28.0M8.9%00.0%UnchangedHistory

Options (7)

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 Q2 2024
SecurityClassPutsCalls
CRMSalesforce, Inc.Stock–$51.4M
AAPLApple Inc.Stock–$42.1M
AMZNAmazon Com IncStock–$38.6M
GOOGLAlphabet Inc.Stock–$36.4M
BABoeing CoStock–$36.4M
NEMNEWMONT CorpStock–$25.1M
Barrick Gold Corp067901108COM–$13.3M