Trybe Capital Management LP
- SEC CIK
- 0001807902
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 9
- +1 vs. Q3 2025
- Portfolio value
- $556.5M
- +$71.6M (+14.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 780,680 | $145.6M | 26.2% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | Stock | 478,246 | $81.9M | 14.7% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 249,417 | $78.1M | 14.0% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 202,276 | $61.5M | 11.0% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 222,623 | $51.4M | 9.2% | 00.0% | Unchanged | History |
| QBTSD-Wave Quantum Inc. | Stock | 1,936,922 | $50.7M | 9.1% | +1,936,922 | New | History |
| MSFTMicrosoft Corp | Stock | 98,027 | $47.4M | 8.5% | +6,920+7.6% | Added | History |
| IONQIonQ, Inc. | COM | 532,998 | $23.9M | 4.3% | +532,998 | New | History |
| ASMLASML Holding NV | ADR | 15,046 | $16.1M | 2.9% | 00.0% | Unchanged | 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 Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.