Trybe Capital Management LP 13F Holdings

CIK 0001807902

As of Sep 30, 2025, Trybe Capital Management LP reported 8 positions worth $749.1M in its SEC Form 13F filing.

Top 8 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology1,380,680$257.6M34.39%
MICROSOFT CORPMSFTTechnology291,107 50.8M20.13%
ALPHABET INCGOOGLEquity449,417 09.3M14.59%
LAM RESEARCH CORPLRCXTechnology478,246$64.0M8.55%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology202,276$56.5M7.54%
AMAZON.COM INCAMZNEquity222,623$48.9M6.53%
META PLATFORMS INCMETACommunication Services64,607$47.4M6.33%
ASML HOLDING NVASMLTechnology15,046 4.6M1.94%