Trybe Capital Management LP
- SEC CIK
- 0001807902
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 7
- +1 vs. Q1 2026
- Portfolio value
- $929.3M
- +$487.4M (+110.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LRCXLam Research Corp | Stock | 478,246 | $207.2M | 22.3% | 00.0% | Unchanged | History |
| SNDKSandisk Corp | COM | 84,341 | $191.8M | 20.6% | +15,729+22.9% | Added | History |
| NVDANVIDIA Corp | Stock | 780,680 | $156.2M | 16.8% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 116,359 | $134.3M | 14.5% | +116,359 | New | History |
| GOOGLAlphabet Inc. | Stock | 316,795 | $113.2M | 12.2% | +67,378+27.0% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 202,276 | $96.6M | 10.4% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 15,046 | $29.9M | 3.2% | 00.0% | Unchanged | 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 | – | $160.1M |