Investor
Trybe Capital Management LP
CIK 0001807902 · filed 2026-05-15 · SEC filing
13F book
$581.4M
Positions
6
1 new · 4 sold
Largest name
23.4%
Nvidia Corp · NVDA
Est. mark
$15.2M
Price effect on 5 names still held. Flow −$129.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 780.7K | $136.2M | 23.4% | −$9.45M | Held |
| Lam Research Corp | LRCX | 478.2K | $102.2M | 17.6% | $20.3M | Held |
| Alphabet Inc | — | 249.4K | $71.7M | 12.3% | −$6.35M | Held |
| Taiwan Semiconductor Mfg Ltd | — | 202.3K | $68.4M | 11.8% | $6.89M | Held |
| Sandisk Corp | SNDK | 68.6K | $43.6M | 7.5% | — | New |
| Asml Holding N V | — | 15K | $19.9M | 3.4% | $3.78M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.