Trybe Capital Management LP
- SEC CIK
- 0001807902
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 8
- 0 vs. Q1 2025
- Portfolio value
- $410.0M
- +$114.9M (+38.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 780,680 | $123.3M | 30.1% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 210,285 | $47.1M | 11.5% | +14,102+7.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 195,459 | $44.3M | 10.8% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 240,312 | $42.4M | 10.3% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 188,095 | $41.3M | 10.1% | +6,143+3.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 82,503 | $41.0M | 10.0% | +17,228+26.4% | Added | History |
| NOWServiceNow, Inc. | Stock | 36,923 | $38.0M | 9.3% | +4,549+14.1% | Added | History |
| LRCXLam Research Corp | Stock | 336,041 | $32.7M | 8.0% | +336,041 | New | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.