Trybe Capital Management LP

CIK 0001807902 · GREENWICH, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Trybe Capital Management LP reported 8 positions worth $1.09B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: LRCX (19.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$1.09B

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

8 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	LRCX	LAM RESEARCH CORP	SH	$207.2M	19.02%	478,246	—	—
▸ 2	SNDK	SANDISK CORP	SH	$191.8M	17.60%	84,341	—	—
▸ 3	NVDA	NVIDIA CORPORATION	CALL	$160.1M	14.69%	800,000	—	—
▸ 4	NVDA	NVIDIA CORPORATION	SH	$156.2M	14.34%	780,680	—	—
▸ 5	MU	MICRON TECHNOLOGY INC	SH	$134.3M	12.33%	116,359	—	—
▸ 6	GOOGL	ALPHABET INC	SH	$113.2M	10.39%	316,795	—	—
▸ 7	TSM	TAIWAN SEMICONDUCTOR MANUFAC	SH	$96.6M	8.87%	202,276	—	—
▸ 8	ASML	ASML HLDG NV	SH	$29.9M	2.75%	15,046	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Trybe Capital Management LP hold as of Q2 2026?

Trybe Capital Management LP reported 8 positions worth $1.09B in its Q2 2026 13F filing. Largest positions: LRCX (19.0%), SNDK (17.6%), NVDA (14.7%), NVDA (14.3%) and MU (12.3%).

What did Trybe Capital Management LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Trybe Capital Management LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.