13F HOLDINGS REPORT
Trybe Capital Management LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001315863-23-000704
Total Value
$289.4M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 110,000 | $46.5M | 16.08% |
| 2 | ALPHABET INC | GOOG | 300,000 | $35.9M | 12.41% |
| 3 | NVIDIA CORPORATION | NVDA | 78,068 | $33.0M | 11.41% |
| 4 | AMAZON COM INC | AMZN | 200,000 | $26.1M | 9.01% |
| 5 | MICROSOFT CORP | MSFT | 58,615 | $20.0M | 6.90% |
| 6 | AMAZON COM INC | AMZN | 145,908 | $19.0M | 6.57% |
| 7 | ALPHABET INC | GOOG | 150,295 | $18.0M | 6.22% |
| 8 | SERVICENOW INC | NOW | 28,420 | $16.0M | 5.52% |
| 9 | APPLE INC | AAPL | 78,650 | $15.3M | 5.27% |
| 10 | SALESFORCE INC | CRM | 68,871 | $14.5M | 5.03% |
| 11 | ROBLOX CORP | RBLX | 292,776 | $11.8M | 4.08% |
| 12 | CARRIER GLOBAL CORPORATION | CARR | 192,058 | $9.5M | 3.30% |
| 13 | NEWMONT CORP | NEMCL | 200,000 | $8.5M | 2.95% |
| 14 | TELEDYNE TECHNOLOGIES INC | TDY | 19,863 | $8.2M | 2.82% |
| 15 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 3,780,776 | $7.0M | 2.43% |