Trybe Capital Management LP Hedge Fund

CIK: 0001807902 · Show all filings

Period: Q4 2020 (Next →)

Filing Date: Feb 19, 2021

Total Value ($000): $135,765 (100.0% shares, 0.0% debt)

Holdings (14)

GOOGL ALPHABET INC 9.5%

Value ($000) $12,963 Shares 7,396 Est. Cost $83.49 Unrealized 0.0%

NOW SERVICENOW INC 8.7%

Value ($000) $11,771 Shares 21,386 Est. Cost $103.99 Unrealized 0.0%

NVDA NVIDIA CORPORATION 8.6%

Value ($000) $11,624 Shares 22,260 Est. Cost $13.35 Unrealized 0.0%

PYPL PAYPAL HLDGS INC 7.7%

Value ($000) $10,476 Shares 44,729 Est. Cost $206.72 Unrealized 0.0%

CRM SALESFORCE COM INC 7.6%

Value ($000) $10,322 Shares 46,384 Est. Cost $240.26 Unrealized 0.0%

GPN GLOBAL PMTS INC 7.6%

Value ($000) $10,271 Shares 47,681 Est. Cost $178.40 Unrealized 0.0%

AMD ADVANCED MICRO DEVICES INC 7.5%

Value ($000) $10,228 Shares 111,529 Est. Cost $86.30 Unrealized 0.0%

— SPLUNK INC 7.1%

Value ($000) $9,687 Shares 57,018 Est. Cost $169.89 Unrealized —

NEM NEWMONT CORP 6.7%

Value ($000) $9,148 Shares 152,750 Est. Cost $52.35 Unrealized 0.0%

AMZN AMAZON COM INC 6.6%

Value ($000) $8,986 Shares 2,759 Est. Cost $159.58 Unrealized 0.0%

AAPL APPLE INC 6.5%

Value ($000) $8,808 Shares 66,384 Est. Cost $117.01 Unrealized 0.0%

MTCH MATCH GROUP INC NEW 6.2%

Value ($000) $8,395 Shares 55,523 Est. Cost $129.23 Unrealized 0.0%

MSFT MICROSOFT CORP 5.5%

Value ($000) $7,500 Shares 33,719 Est. Cost $206.04 Unrealized 0.0%

— BARRICK GOLD CORP 4.1%

Value ($000) $5,586 Shares 245,218 Est. Cost $22.78 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	7,396	$12,963	9.5%	$83.49	0.0%	CAP STK CL A	02079K305
NOW	SERVICENOW INC	21,386	$11,771	8.7%	$103.99	0.0%	COM	81762P102
NVDA	NVIDIA CORPORATION	22,260	$11,624	8.6%	$13.35	0.0%	COM	67066G104
PYPL	PAYPAL HLDGS INC	44,729	$10,476	7.7%	$206.72	0.0%	COM	70450Y103
CRM	SALESFORCE COM INC	46,384	$10,322	7.6%	$240.26	0.0%	COM	79466L302
GPN	GLOBAL PMTS INC	47,681	$10,271	7.6%	$178.40	0.0%	COM	37940X102
AMD	ADVANCED MICRO DEVICES INC	111,529	$10,228	7.5%	$86.30	0.0%	COM	007903107
—	SPLUNK INC	57,018	$9,687	7.1%	$169.89	—	COM	848637104
NEM	NEWMONT CORP	152,750	$9,148	6.7%	$52.35	0.0%	COM	651639106
AMZN	AMAZON COM INC	2,759	$8,986	6.6%	$159.58	0.0%	COM	023135106
AAPL	APPLE INC	66,384	$8,808	6.5%	$117.01	0.0%	COM	037833100
MTCH	MATCH GROUP INC NEW	55,523	$8,395	6.2%	$129.23	0.0%	COM	57667L107
MSFT	MICROSOFT CORP	33,719	$7,500	5.5%	$206.04	0.0%	COM	594918104
—	BARRICK GOLD CORP	245,218	$5,586	4.1%	$22.78	—	COM	067901108