Trybe Capital Management LP Hedge Fund

CIK: 0001807902 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $476,833 (100.0% shares, 0.0% debt)

Holdings (10)

NVDA NVIDIA CORPORATION 25.9%

Value ($000) $123,340 Shares 780,680 Est. Cost $92.85 Unrealized +35.5%

SNOW SNOWFLAKE INC 9.9%

Value ($000) $47,055 Shares 210,285 Est. Cost $170.45 Unrealized +6.1%

TSM TAIWAN SEMICONDUCTOR MFG LTD 9.3%

Value ($000) $44,270 Shares 195,459 Est. Cost $166.00 Unrealized —

GOOGL ALPHABET INC 8.9%

Value ($000) $42,350 Shares 240,312 Est. Cost $122.17 Unrealized +33.7%

AMZN AMAZON COM INC 8.7%

Value ($000) $41,266 Shares 188,095 Est. Cost $131.90 Unrealized +50.0%

MSFT MICROSOFT CORP 8.6%

Value ($000) $41,038 Shares 82,503 Est. Cost $306.70 Unrealized +41.0%

NOW SERVICENOW INC 8.0%

Value ($000) $37,960 Shares 36,923 Est. Cost $128.27 Unrealized +47.1%

GOOGL ALPHABET INC 7.4%

Value ($000) $35,246 Shares 200,000 Est. Cost $122.17 Unrealized +33.7%

LRCX LAM RESEARCH CORP 6.9%

Value ($000) $32,710 Shares 336,041 Est. Cost $78.86 Unrealized 0.0%

NVDA NVIDIA CORPORATION 6.6%

Value ($000) $31,598 Shares 200,000 Est. Cost $92.85 Unrealized +35.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	780,680	$123,340	25.9%	$92.85	+35.5%	COM	67066G104
SNOW	SNOWFLAKE INC	210,285	$47,055	9.9%	$170.45	+6.1%	CL A	833445109
TSM	TAIWAN SEMICONDUCTOR MFG LTD	195,459	$44,270	9.3%	$166.00	—	SPONSORED ADS	874039100
GOOGL	ALPHABET INC	240,312	$42,350	8.9%	$122.17	+33.7%	CAP STK CL A	02079K305
AMZN	AMAZON COM INC	188,095	$41,266	8.7%	$131.90	+50.0%	COM	023135106
MSFT	MICROSOFT CORP	82,503	$41,038	8.6%	$306.70	+41.0%	COM	594918104
NOW	SERVICENOW INC	36,923	$37,960	8.0%	$128.27	+47.1%	COM	81762P102
GOOGL	ALPHABET INC	200,000	$35,246	7.4%	$122.17	+33.7%	Call	02079K305
LRCX	LAM RESEARCH CORP	336,041	$32,710	6.9%	$78.86	0.0%	COM NEW	512807306
NVDA	NVIDIA CORPORATION	200,000	$31,598	6.6%	$92.85	+35.5%	Call	67066G104