13F HOLDINGS REPORT
Trybe Capital Management LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001315863-26-000159
Total Value
$698.4M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 780,680 | $145.6M | 20.85% |
| 2 | NVIDIA CORPORATION | NVDA | 513,400 | $95.7M | 13.71% |
| 3 | LAM RESEARCH CORP | LRCX | 478,246 | $81.9M | 11.72% |
| 4 | ALPHABET INC | GOOG | 249,417 | $78.1M | 11.18% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 202,276 | $61.5M | 8.80% |
| 6 | AMAZON COM INC | AMZN | 222,623 | $51.4M | 7.36% |
| 7 | D-WAVE QUANTUM INC | QBTS | 1,936,922 | $50.7M | 7.25% |
| 8 | MICROSOFT CORP | MSFT | 98,027 | $47.4M | 6.79% |
| 9 | AMAZON COM INC | AMZN | 200,000 | $46.2M | 6.61% |
| 10 | IONQ INC | IONQ-WT | 532,998 | $23.9M | 3.42% |
| 11 | ASML HOLDING N V | ASMLF | 15,046 | $16.1M | 2.30% |