Institutions / Trybe Capital Management LP
Trybe Capital Management LP
CIK 1807902 · Institution · as of Dec 31, 2025
Portfolio value
$556.46M
Positions
9
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $145.60M | 26.2% |
| Lam Research Corp | $81.87M | 14.7% |
| Alphabet Inc. | $78.07M | 14.0% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $61.47M | 11.0% |
| Amazon.com Inc | $51.39M | 9.2% |
| D-Wave Quantum Inc. | $50.65M | 9.1% |
| Microsoft Corp | $47.41M | 8.5% |
| IonQ, Inc. | $23.92M | 4.3% |
| Asml Holding N V | $16.10M | 2.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.