13F HOLDINGS REPORT
Trybe Capital Management LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001315863-24-000463
Total Value
$602.5M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 200,000 | $180.7M | 29.99% |
| 2 | NVIDIA CORPORATION | NVDA | 78,068 | $70.5M | 11.71% |
| 3 | ALPHABET INC | GOOG | 247,052 | $37.3M | 6.19% |
| 4 | AMAZON COM INC | AMZN | 200,000 | $36.1M | 5.99% |
| 5 | AMAZON COM INC | AMZN | 190,660 | $34.4M | 5.71% |
| 6 | MICROSOFT CORP | MSFT | 81,657 | $34.4M | 5.70% |
| 7 | APPLE INC | AAPL | 200,000 | $34.3M | 5.69% |
| 8 | SALESFORCE INC | CRM | 108,999 | $32.8M | 5.45% |
| 9 | SERVICENOW INC | NOW | 42,894 | $32.7M | 5.43% |
| 10 | APPLE INC | AAPL | 186,042 | $31.9M | 5.29% |
| 11 | ALPHABET INC | GOOG | 200,000 | $30.2M | 5.01% |
| 12 | NEWMONT CORP | NEMCL | 400,000 | $14.3M | 2.38% |
| 13 | ALCOA CORP | AA | 400,000 | $13.5M | 2.24% |
| 14 | BARRICK GOLD CORP | 067901108 | 600,000 | $10.0M | 1.66% |
| 15 | FREEPORT-MCMORAN INC | FCX | 200,000 | $9.4M | 1.56% |