13F HOLDINGS REPORT
Trybe Capital Management LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001315863-23-000888
Total Value
$307.8M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 400,000 | $52.3M | 17.01% |
| 2 | NVIDIA CORPORATION | NVDA | 100,000 | $43.5M | 14.13% |
| 3 | NVIDIA CORPORATION | NVDA | 78,068 | $34.0M | 11.03% |
| 4 | AMAZON COM INC | AMZN | 200,000 | $25.4M | 8.26% |
| 5 | ALPHABET INC | GOOG | 150,295 | $19.7M | 6.39% |
| 6 | AMAZON COM INC | AMZN | 145,908 | $18.5M | 6.03% |
| 7 | MICROSOFT CORP | MSFT | 58,615 | $18.5M | 6.01% |
| 8 | SERVICENOW INC | NOW | 28,420 | $15.9M | 5.16% |
| 9 | TELEDYNE TECHNOLOGIES INC | TDY | 38,658 | $15.8M | 5.13% |
| 10 | CARRIER GLOBAL CORPORATION | CARR | 270,844 | $15.0M | 4.86% |
| 11 | SNOWFLAKE INC | SNOW | 94,174 | $14.4M | 4.67% |
| 12 | SALESFORCE INC | CRM | 68,871 | $14.0M | 4.54% |
| 13 | APPLE INC | AAPL | 78,650 | $13.5M | 4.37% |
| 14 | NEWMONT CORP | NEMCL | 200,000 | $7.4M | 2.40% |