Holdings
Trybe Capital Management LP
As of Jun 30, 2026, Trybe Capital Management LP reported 7 positions worth US$929M. Largest: Lam Research Corporation, Sandisk Corporation and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lam Research Corporation | 478K | US$207M | no change | Jun 30, 2026 |
| Sandisk Corporation | 84,341 | US$192M | +15,729 | Jun 30, 2026 |
| Nvidia Corporation | 781K | US$156M | no change | Jun 30, 2026 |
| Micron Technology, Inc. | 116K | US$134M | new | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 317K | US$113M | +67,378 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 202K | US$96.6M | no change | Jun 30, 2026 |
| Asml Holding Nv | 15,046 | US$29.9M | no change | Jun 30, 2026 |