Trybe Capital Management LP
Top Portfolio Positions
6 positions ·
$581,399,314 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,580,680 | $275,670,592 | 47.42% | |
| LRCX |
Lam Research Corp
Technology
|
478,246 | $102,182,040 | 17.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
249,417 | $71,722,352 | 12.34% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
202,276 | $68,359,174 | 11.76% | |
| SNDK |
Sandisk Corp
Technology
|
68,612 | $43,591,948 | 7.50% | |
| ASML |
Asml Holding NV
Technology
|
15,046 | $19,873,208 | 3.42% |
Portfolio Trend
22 quarters · across all stocks
Holdings in QBTS
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $50,650,510 | 1,936,922 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||