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Trybe Capital Management LP

SEC CIK
0001807902
Latest filing
Aug 14, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
7
+1 vs. Q3 2024
Portfolio value
$364.6M
+$76.4M (+26.5%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of Trybe Capital Management LP in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock780,680$104.8M28.8%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock247,052$46.8M12.8%00.0%UnchangedHistory
AAPLApple Inc.Stock186,042$46.6M12.8%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock42,894$45.5M12.5%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock133,524$44.6M12.2%+133,524NewHistory
AMZNAmazon Com IncStock190,660$41.8M11.5%00.0%UnchangedHistory
MSFTMicrosoft CorpStock81,657$34.4M9.4%00.0%UnchangedHistory

Options (6)

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 2024
SecurityClassPutsCalls
VanEck Semiconductor ETF92189F676ETF–$96.9M
BABoeing CoStock–$70.8M
NVDANVIDIA CorpStock–$67.1M
GOOGLAlphabet Inc.Stock–$56.8M
AMZNAmazon Com IncStock–$43.9M
MSFTMicrosoft CorpStock–$42.1M