13F HOLDINGS REPORT
Trybe Capital Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001315863-25-000802
Total Value
$749.1M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 780,680 | $145.7M | 19.45% |
| 2 | NVIDIA CORPORATION | NVDA | 600,000 | $111.9M | 14.95% |
| 3 | MICROSOFT CORP | MSFT | 200,000 | $103.6M | 13.83% |
| 4 | LAM RESEARCH CORP | LRCX | 478,246 | $64.0M | 8.55% |
| 5 | ALPHABET INC | GOOG | 249,417 | $60.6M | 8.09% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 202,276 | $56.5M | 7.54% |
| 7 | AMAZON COM INC | AMZN | 222,623 | $48.9M | 6.53% |
| 8 | ALPHABET INC | GOOG | 200,000 | $48.6M | 6.49% |
| 9 | META PLATFORMS INC | META | 64,607 | $47.4M | 6.33% |
| 10 | MICROSOFT CORP | MSFT | 91,107 | $47.2M | 6.30% |
| 11 | ASML HOLDING N V | ASMLF | 15,046 | $14.6M | 1.94% |