Trybe Capital Management LP Hedge Fund

Location: GREENWICH, CT

CIK: 0001807902 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $581M (100.0% shares, 0.0% debt)

Holdings (7)

New Positions (1)

SNDK SANDISK CORP 7.5%

Value $43.59M Shares 68,612 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNDK	SANDISK CORP	68,612	$43.59M	7.5%	—	—	COM	80004C200

Increased Positions (1)

NVDA NVIDIA CORPORATION 24.0%

Value $140M (+45.7%) Shares 800,000 (+55.8%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	800,000 (+55.8%)	$140M (+45.7%)	24.0%	—	—	CALL	67066G104

Exited Positions (5)

AMZN AMAZON COM INC 8.8%

Value $51.39M Shares 222,623 Est. Cost — Unrealized —

QBTS D-WAVE QUANTUM INC 8.7%

Value $50.65M Shares 1,936,922 Est. Cost — Unrealized —

MSFT MICROSOFT CORP 8.2%

Value $47.41M Shares 98,027 Est. Cost — Unrealized —

AMZN AMAZON COM INC 7.9%

Value $46.16M Shares 200,000 Est. Cost — Unrealized —

IONQ IONQ INC 4.1%

Value $23.92M Shares 532,998 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	222,623	$51.39M	8.8%	—	—	—	023135106
QBTS	D-WAVE QUANTUM INC	1,936,922	$50.65M	8.7%	—	—	—	26740W109
MSFT	MICROSOFT CORP	98,027	$47.41M	8.2%	—	—	—	594918104
AMZN	AMAZON COM INC	200,000	$46.16M	7.9%	—	—	CALL	023135106
IONQ	IONQ INC	532,998	$23.92M	4.1%	—	—	—	46222L108

Unchanged Positions (5)

LRCX LAM RESEARCH CORP 17.6%

Value $102M Shares 478,246 Est. Cost — Unrealized —

NVDA NVIDIA CORPORATION 23.4%

Value $136M Shares 780,680 Est. Cost — Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 11.8%

Value $68.36M Shares 202,276 Est. Cost — Unrealized —

GOOGL ALPHABET INC 12.3%

Value $71.72M Shares 249,417 Est. Cost — Unrealized —

ASML ASML HLDG NV 3.4%

Value $19.87M Shares 15,046 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LRCX	LAM RESEARCH CORP	478,246	$102M	17.6%	—	—	COM NEW	512807306
NVDA	NVIDIA CORPORATION	780,680	$136M	23.4%	—	—	COM	67066G104
TSM	TAIWAN SEMICONDUCTOR MANUFAC	202,276	$68.36M	11.8%	—	—	SPONSORED ADS	874039100
GOOGL	ALPHABET INC	249,417	$71.72M	12.3%	—	—	CAP STK CL A	02079K305
ASML	ASML HLDG NV	15,046	$19.87M	3.4%	—	—	N Y REGISTRY SHS	N07059210