Trybe Capital Management LP Hedge Fund

Location: Greenwich, CT

CIK: 0001807902 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $1.089B (100.0% shares, 0.0% debt)

Holdings (8)

New Positions (1)

MU MICRON TECHNOLOGY INC 12.3%

Value $134M Shares 116,359 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MU	MICRON TECHNOLOGY INC	116,359	$134M	12.3%	—	—	COM	595112103

Increased Positions (2)

SNDK SANDISK CORP 17.6%

Value $192M (+339.9%) Shares 84,341 (+22.9%) Est. Cost — Unrealized —

GOOGL ALPHABET INC 10.4%

Value $113M (+57.8%) Shares 316,795 (+27.0%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNDK	SANDISK CORP	84,341 (+22.9%)	$192M (+339.9%)	17.6%	—	—	COM	80004C200
GOOGL	ALPHABET INC	316,795 (+27.0%)	$113M (+57.8%)	10.4%	—	—	CAP STK CL A	02079K305

Unchanged Positions (5)

LRCX LAM RESEARCH CORP 19.0%

Value $207M Shares 478,246 Est. Cost — Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 8.9%

Value $96.6M Shares 202,276 Est. Cost — Unrealized —

NVDA NVIDIA CORPORATION 14.7%

Value $160M Shares 800,000 Est. Cost — Unrealized —

NVDA NVIDIA CORPORATION 14.3%

Value $156M Shares 780,680 Est. Cost — Unrealized —

ASML ASML HLDG NV 2.7%

Value $29.93M Shares 15,046 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LRCX	LAM RESEARCH CORP	478,246	$207M	19.0%	—	—	COM NEW	512807306
TSM	TAIWAN SEMICONDUCTOR MANUFAC	202,276	$96.6M	8.9%	—	—	SPONSORED ADS	874039100
NVDA	NVIDIA CORPORATION	800,000	$160M	14.7%	—	—	CALL	67066G104
NVDA	NVIDIA CORPORATION	780,680	$156M	14.3%	—	—	COM	67066G104
ASML	ASML HLDG NV	15,046	$29.93M	2.7%	—	—	N Y REGISTRY SHS	N07059210