Trybe Capital Management LP
Net buyer this quarter
$1.09B
7
+$194M
85.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 LRCX | $207M | 19.02% | 0.04% | Not reported | Q2 2025 |
 SNDK | $192M | 17.60% | 0.06% | +22.9% | Q1 2026 |
 NVDA | $156M | 14.34% | 0.00% | Not reported | Q4 2020 |
 MU | $134M | 12.33% | 0.01% | New | Q2 2026 |
 GOOGL | $113M | 10.39% | 0.00% | +27.0% | Q4 2020 |
 TSM | $96.6M | 8.87% | 0.00% | Not reported | Q1 2025 |
 ASML | $29.9M | 2.75% | 0.00% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| NVDA | $136M | 23.42% | 0.00% | Not reported | Q4 2020 |
| LRCX | $102M | 17.58% | 0.04% | Not reported | Q2 2025 |
| GOOGL | $71.7M | 12.34% | 0.00% | Not reported | Q4 2020 |
| TSM | $68.4M | 11.76% | 0.00% | Not reported | Q1 2025 |
| SNDK | $43.6M | 7.50% | 0.05% | New | Q1 2026 |
| ASML | $19.9M | 3.42% | 0.00% | Not reported | Q3 2025 |
| Q4 2025 | |||||
| NVDA | $146M | 20.85% | 0.00% | Not reported | Q4 2020 |
| LRCX | $81.9M | 11.72% | 0.04% | Not reported | Q2 2025 |
| GOOGL | $78.1M | 11.18% | 0.00% | Not reported | Q4 2020 |
| TSM | $61.5M | 8.80% | 0.00% | Not reported | Q1 2025 |
 AMZN | $51.4M | 7.36% | 0.00% | Not reported | Q4 2020 |
 QBTS | $50.7M | 7.25% | 0.54% | New | Q4 2025 |
 MSFT | $47.4M | 6.79% | 0.00% | +7.6% | Q4 2020 |
 IONQ | $23.9M | 3.42% | 0.15% | New | Q4 2025 |
| ASML | $16.1M | 2.30% | 0.00% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| NVDA | $146M | 19.45% | 0.00% | Not reported | Q4 2020 |
| LRCX | $64M | 8.55% | 0.04% | +42.3% | Q2 2025 |
| GOOGL | $60.6M | 8.09% | 0.00% | +3.8% | Q4 2020 |
| TSM | $56.5M | 7.54% | 0.00% | +3.5% | Q1 2025 |
| AMZN | $48.9M | 6.53% | 0.00% | +18.4% | Q4 2020 |
 META | $47.4M | 6.33% | Not reported | New | Q3 2025 |
| MSFT | $47.2M | 6.30% | 0.00% | +10.4% | Q4 2020 |
| ASML | $14.6M | 1.94% | 0.00% | New | Q3 2025 |