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Trybe Capital Management Lp Top Holdings and 13F Report (2025)

About Trybe Capital Management Lp

Investment Activity

  • Trybe Capital Management Lp has $381.80 million in total holdings as of March 31, 2025.
  • Trybe Capital Management Lp owns shares of 8 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 24.52% of the portfolio was purchased this quarter.
  • About 94.81% of the portfolio was sold this quarter.
  • This quarter, Trybe Capital Management Lp has purchased 9 new stocks and bought additional shares in 1 stock.
  • Trybe Capital Management Lp sold shares of 5 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

NVIDIA
$171,314,098
Alphabet
$37,161,848
Amazon.com
$34,618,188
Snowflake
$28,674,107

Largest New Holdings this Quarter

874039100 - Taiwan Semiconductor Manufacturing
$32,446,194 Holding
833445109 - Snowflake
$28,674,107 Holding

Largest Purchases this Quarter

NVIDIA
300,000 shares (about $32.51M)
Taiwan Semiconductor Manufacturing
195,459 shares (about $32.45M)
Snowflake
196,183 shares (about $28.67M)

Largest Sales this Quarter

Alphabet
306,740 shares (about $47.43M)
Microsoft
116,382 shares (about $43.69M)
Amazon.com
208,708 shares (about $39.71M)
Salesforce
31,748 shares (about $8.52M)
ServiceNow
10,520 shares (about $8.38M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTrybe Capital Management Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Co. stock logo
NVDA
NVIDIA
$171,314,098$32,514,000 23.4%1,580,68044.9%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$37,161,848$47,434,274 -56.1%240,3129.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$34,618,188$39,708,785 -53.4%181,9529.1%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$32,446,194$32,446,194 New Holding195,4598.5%Computer and Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$28,674,107$28,674,107 New Holding196,1837.5%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$27,312,607$8,519,893 -23.8%101,7767.2%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$25,774,236$8,375,393 -24.5%32,3746.8%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$24,503,582$43,688,639 -64.1%65,2756.4%Computer and Technology
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$0$96,868,000 -100.0%00.0%Manufacturing
The Boeing Company stock logo
BA
Boeing
$0$70,800,000 -100.0%00.0%Aerospace
Apple Inc. stock logo
AAPL
Apple
$0$46,588,638 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data