Trybe Capital Management LP: 13F holdings
CIK 18079022026Q2
| Positions | 7 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 7 (+1 vs prior quarter) |
|---|
| Reported value | $1.1bn (+87.4%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LRCX LAM RESEARCH CORP | 478,246 | $207.2m | 19.0% |
| SNDK SANDISK CORP | 84,341 | $191.8m | 17.6% |
| NVDA NVIDIA CORPORATION | 780,680 | $156.2m | 14.3% |
| MU MICRON TECHNOLOGY INC | 116,359 | $134.3m | 12.3% |
| GOOGL ALPHABET INC | 316,795 | $113.2m | 10.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 202,276 | $96.6m | 8.9% |
| ASML HLDG NV | 15,046 | $29.9m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1807902")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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