Trybe Capital Management LP
- SEC CIK
- 0001807902
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 8
- +1 vs. Q4 2024
- Portfolio value
- $295.1M
- −$69.5M (−19.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 780,680 | $84.6M | 28.7% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 240,312 | $37.2M | 12.6% | −6,740−2.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 181,952 | $34.6M | 11.7% | −8,708−4.6% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 195,459 | $32.4M | 11.0% | +195,459 | New | History |
| SNOWSnowflake Inc. | Stock | 196,183 | $28.7M | 9.7% | +196,183 | New | History |
| CRMSalesforce, Inc. | Stock | 101,776 | $27.3M | 9.3% | −31,748−23.8% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 32,374 | $25.8M | 8.7% | −10,520−24.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 65,275 | $24.5M | 8.3% | −16,382−20.1% | Reduced | History |
Options (1)
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 | – | $86.7M |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.