Trybe Capital Management LP
CIK 0001807902 · GREENWICH, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.09B
2026 Q2
Positions
8
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
LRCX
LAM RESEARCH CORP
19.0%
SNDK
SANDISK CORP
17.6%
NVDACALL
NVIDIA CORPORATION
14.7%
NVDA
NVIDIA CORPORATION
14.3%
MU
MICRON TECHNOLOGY INC
12.3%
GOOGL
ALPHABET INC
10.4%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
8.9%
ASML
ASML HLDG NV
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.