13F HOLDINGS REPORT
Trybe Capital Management LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001315863-25-000625
Total Value
$476.8M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 780,680 | $123.3M | 25.87% |
| 2 | SNOWFLAKE INC | SNOW | 210,285 | $47.1M | 9.87% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 195,459 | $44.3M | 9.28% |
| 4 | ALPHABET INC | GOOG | 240,312 | $42.4M | 8.88% |
| 5 | AMAZON COM INC | AMZN | 188,095 | $41.3M | 8.65% |
| 6 | MICROSOFT CORP | MSFT | 82,503 | $41.0M | 8.61% |
| 7 | SERVICENOW INC | NOW | 36,923 | $38.0M | 7.96% |
| 8 | ALPHABET INC | GOOG | 200,000 | $35.2M | 7.39% |
| 9 | LAM RESEARCH CORP | LRCX | 336,041 | $32.7M | 6.86% |
| 10 | NVIDIA CORPORATION | NVDA | 200,000 | $31.6M | 6.63% |