Trybe Capital Management LP Hedge Fund

CIK: 0001807902 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $381,805 (100.0% shares, 0.0% debt)

Holdings (9)

NVDA NVIDIA CORPORATION 22.7%

Value ($000) $86,704 Shares 800,000 Est. Cost $92.85 Unrealized +36.5%

NVDA NVIDIA CORPORATION 22.2%

Value ($000) $84,610 Shares 780,680 Est. Cost $92.85 Unrealized +36.5%

GOOGL ALPHABET INC 9.7%

Value ($000) $37,162 Shares 240,312 Est. Cost $122.17 Unrealized +47.9%

AMZN AMAZON COM INC 9.1%

Value ($000) $34,618 Shares 181,952 Est. Cost $129.67 Unrealized +67.4%

TSM TAIWAN SEMICONDUCTOR MFG LTD 8.5%

Value ($000) $32,446 Shares 195,459 Est. Cost $166.00 Unrealized —

SNOW SNOWFLAKE INC 7.5%

Value ($000) $28,674 Shares 196,183 Est. Cost $169.70 Unrealized 0.0%

CRM SALESFORCE INC 7.2%

Value ($000) $27,313 Shares 101,776 Est. Cost $316.76 Unrealized -2.4%

NOW SERVICENOW INC 6.8%

Value ($000) $25,774 Shares 32,374 Est. Cost $119.79 Unrealized +60.9%

MSFT MICROSOFT CORP 6.4%

Value ($000) $24,504 Shares 65,275 Est. Cost $273.52 Unrealized +48.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	800,000	$86,704	22.7%	$92.85	+36.5%	Call	67066G104
NVDA	NVIDIA CORPORATION	780,680	$84,610	22.2%	$92.85	+36.5%	COM	67066G104
GOOGL	ALPHABET INC	240,312	$37,162	9.7%	$122.17	+47.9%	CAP STK CL A	02079K305
AMZN	AMAZON COM INC	181,952	$34,618	9.1%	$129.67	+67.4%	COM	023135106
TSM	TAIWAN SEMICONDUCTOR MFG LTD	195,459	$32,446	8.5%	$166.00	—	SPONSORED ADS	874039100
SNOW	SNOWFLAKE INC	196,183	$28,674	7.5%	$169.70	0.0%	CL A	833445109
CRM	SALESFORCE INC	101,776	$27,313	7.2%	$316.76	-2.4%	COM	79466L302
NOW	SERVICENOW INC	32,374	$25,774	6.8%	$119.79	+60.9%	COM	81762P102
MSFT	MICROSOFT CORP	65,275	$24,504	6.4%	$273.52	+48.1%	COM	594918104