13F HOLDINGS REPORT
Trybe Capital Management LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001315863-25-000401
Total Value
$381.8M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 800,000 | $86.7M | 22.71% |
| 2 | NVIDIA CORPORATION | NVDA | 780,680 | $84.6M | 22.16% |
| 3 | ALPHABET INC | GOOG | 240,312 | $37.2M | 9.73% |
| 4 | AMAZON COM INC | AMZN | 181,952 | $34.6M | 9.07% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 195,459 | $32.4M | 8.50% |
| 6 | SNOWFLAKE INC | SNOW | 196,183 | $28.7M | 7.51% |
| 7 | SALESFORCE INC | CRM | 101,776 | $27.3M | 7.15% |
| 8 | SERVICENOW INC | NOW | 32,374 | $25.8M | 6.75% |
| 9 | MICROSOFT CORP | MSFT | 65,275 | $24.5M | 6.42% |