Trybe Capital Management LP

Est. AUM

$581.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATIONCALL	COM	$139.5M	800000	24.00%	SOLE
2	NVIDIA CORPORATION	COM	$136.2M	780680	23.42%	SOLE
3	LAM RESEARCH CORP	COM NEW	$102.2M	478246	17.58%	SOLE
4	ALPHABET INC	CAP STK CL A	$71.7M	249417	12.34%	SOLE
5	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$68.4M	202276	11.76%	SOLE
6	SANDISK CORP	COM	$43.6M	68612	7.50%	SOLE
7	ASML HLDG NV	N Y REGISTRY SHS	$19.9M	15046	3.42%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.