Skip to main content

Trybe Capital Management LP

SEC CIK
0001807902
Latest filing
Aug 14, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
6
−1 vs. Q2 2024
Portfolio value
$288.2M
−$27.6M (−8.7%) vs. Q2 2024
Filed
Nov 14, 2024
SEC
Holdings of Trybe Capital Management LP in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock780,680$94.8M32.9%00.0%UnchangedHistory
AAPLApple Inc.Stock186,042$43.3M15.0%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock247,052$41.0M14.2%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock42,894$38.4M13.3%00.0%UnchangedHistory
AMZNAmazon Com IncStock190,660$35.5M12.3%00.0%UnchangedHistory
MSFTMicrosoft CorpStock81,657$35.1M12.2%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 Q3 2024
SecurityClassPutsCalls
NVDANVIDIA CorpStock–$60.7M
GOOGLAlphabet Inc.Stock–$49.8M
AAPLApple Inc.Stock–$46.6M
AMZNAmazon Com IncStock–$37.3M
NEMNEWMONT CorpStock–$32.1M
BABoeing CoStock–$30.4M
Barrick Gold Corp067901108COM–$15.9M

Sold out since Q2 2024 (1)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Trybe Capital Management LP sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
CRMSalesforce, Inc.Stock108,999$28.0M8.9%History