Trybe Capital Management LP reported 8 holdings worth US$1.09B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Trybe Capital Management LP reported 8 holdings worth US$1.09B as of Jun 30, 2026. Largest: Lam Research Corporation, Sandisk Corporation and Nvidia Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 8
- Value as reported
- US$1.09B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Lam Research Corporation | 478K | US$207M | 19.0% |
| Sandisk Corporation | 84,341 | US$192M | 17.6% |
| Nvidia Corporation | 781K | US$156M | 14.3% |
| Micron Technology, Inc. | 116K | US$134M | 12.3% |
| Alphabet Inc (google) Class C | 317K | US$113M | 10.4% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 202K | US$96.6M | 8.9% |
| Asml Holding Nv | 15,046 | US$29.9M | 2.7% |