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Trybe Capital Management LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,089,344,384
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- LAM RESEARCH CORP · COM NEW · 512807306 · shares: $207,238,339
- SANDISK CORP · COM · 80004C200 · shares: $191,768,662
- NVIDIA CORPORATION · COM · 67066G104 · shares · CALL: $160,072,000
- NVIDIA CORPORATION · COM · 67066G104 · shares: $156,206,261
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $134,312,030
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $113,213,029
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $96,600,949
- ASML HLDG NV · N Y REGISTRY SHS · N07059210 · shares: $29,933,114
Reported holdings
8 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 478,246 shares | $207,238,339 |
| SANDISK CORP | COM | 80004C200 | — | 84,341 shares | $191,768,662 |
| NVIDIA CORPORATION | COM | 67066G104 | CALL | 800,000 shares | $160,072,000 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 780,680 shares | $156,206,261 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 116,359 shares | $134,312,030 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 316,795 shares | $113,213,029 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 202,276 shares | $96,600,949 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 15,046 shares | $29,933,114 |