13F HOLDINGS REPORT
Trybe Capital Management LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001315863-24-000613
Total Value
$559.2M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 780,680 | $96.4M | 17.25% |
| 2 | SALESFORCE INC | CRM | 200,000 | $51.4M | 9.19% |
| 3 | ALPHABET INC | GOOG | 247,052 | $45.0M | 8.05% |
| 4 | APPLE INC | AAPL | 200,000 | $42.1M | 7.53% |
| 5 | APPLE INC | AAPL | 186,042 | $39.2M | 7.01% |
| 6 | AMAZON COM INC | AMZN | 200,000 | $38.6M | 6.91% |
| 7 | AMAZON COM INC | AMZN | 190,660 | $36.8M | 6.59% |
| 8 | MICROSOFT CORP | MSFT | 81,657 | $36.5M | 6.53% |
| 9 | ALPHABET INC | GOOG | 200,000 | $36.4M | 6.51% |
| 10 | BOEING CO | BA-PA | 200,000 | $36.4M | 6.51% |
| 11 | SERVICENOW INC | NOW | 42,894 | $33.7M | 6.03% |
| 12 | SALESFORCE INC | CRM | 108,999 | $28.0M | 5.01% |
| 13 | NEWMONT CORP | NEMCL | 600,000 | $25.1M | 4.49% |
| 14 | BARRICK GOLD CORP | 067901108 | 800,000 | $13.3M | 2.39% |