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Trybe Capital Management Lp

Portfolio Manager
Trybe Capital Management LP
Performance
-5.79% (2026 Q1)
AUM (13F)
$581.40M
# of Holdings
6
Performance Rank
Allocation (Top 20)
100%

Trybe Capital Management Lp Holdings Map

Top 6 Trybe Capital Management Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
30.81%780.7K$136.2M
+0.00%(+0)
2025-Q1: 780.7K shares2025-Q2: 780.7K shares2025-Q3: 780.7K shares2025-Q4: 780.7K shares2026-Q1: 780.7K shares
$14.08(+1500.78%)
2026-03-31
LRCX
LAM RESEARCH CORP
23.12%478.2K$102.2M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 336.0K shares2025-Q3: 478.2K shares2025-Q4: 478.2K shares2026-Q1: 478.2K shares
$94.09(+202.61%)
2026-03-31
GOOGL
ALPHABET INC
16.23%249.4K$71.7M
+0.00%(+0)
2025-Q1: 240.3K shares2025-Q2: 240.3K shares2025-Q3: 249.4K shares2025-Q4: 249.4K shares2026-Q1: 249.4K shares
$111.76(+255.03%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
15.47%202.3K$68.4M
+0.00%(+0)
2025-Q1: 195.5K shares2025-Q2: 195.5K shares2025-Q3: 202.3K shares2025-Q4: 202.3K shares2026-Q1: 202.3K shares
$184.14(+119.59%)
2026-03-31
SNDK
SANDISK CORP
9.87%68.6K$43.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 68.6K shares
$436.36(+222.58%)
2026-03-31
ASML
ASML HLDG NV
4.5%15.0K$19.9M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 15.0K shares2025-Q4: 15.0K shares2026-Q1: 15.0K shares
$884.74(+69.75%)
2026-03-31

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