13F HOLDINGS REPORT
Trybe Capital Management LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001315863-23-000523
Total Value
$183.2M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 300,000 | $31.1M | 16.98% |
| 2 | NVIDIA CORPORATION | NVDA | 110,000 | $30.6M | 16.68% |
| 3 | NVIDIA CORPORATION | NVDA | 78,068 | $21.7M | 11.84% |
| 4 | MICROSOFT CORP | MSFT | 55,144 | $15.9M | 8.68% |
| 5 | SERVICENOW INC | NOW | 32,973 | $15.3M | 8.36% |
| 6 | AMAZON COM INC | AMZN | 145,908 | $15.1M | 8.23% |
| 7 | ALPHABET INC | GOOG | 129,452 | $13.4M | 7.33% |
| 8 | SALESFORCE INC | CRM | 58,893 | $11.8M | 6.42% |
| 9 | APPLE INC | AAPL | 71,221 | $11.7M | 6.41% |
| 10 | NEWMONT CORP | NEMCL | 200,000 | $9.8M | 5.35% |
| 11 | ROBLOX CORP | RBLX | 120,648 | $5.4M | 2.96% |
| 12 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 1,054,343 | $1.4M | 0.77% |