Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Trybe Capital Management LP (CIK 1807902) reported $581.4M across 5 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($275.7M, 47.42%), LRCX ($102.2M, 17.58%), GOOGL ($71.7M, 12.34%), TSM ($68.4M, 11.76%), SNDK ($43.6M, 7.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $275.7M | 47.42% | 1.6M | Added |
| 2 | LRCX | LAM RESEARCH CORP | $102.2M | 17.58% | 478,246 | Hold |
| 3 | GOOGL | ALPHABET INC | $71.7M | 12.34% | 249,417 | Hold |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $68.4M | 11.76% | 202,276 | Hold |
| 5 | SNDK | SANDISK CORP | $43.6M | 7.50% | 68,612 | New |
| 6 | ASML | ASML HLDG NV | $19.9M | 3.42% | 15,046 | Hold |
| 7 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 8 | QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | Exited |
| 9 | IONQ | IONQ INC | $0 | 0.00% | 0 | Exited |
| 10 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31