本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Trybe Capital Management LP (CIK 1807902) reported $1.09B across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($316.3M, 29.03%), LRCX ($207.2M, 19.02%), SNDK ($191.8M, 17.60%), MU ($134.3M, 12.33%), GOOGL ($113.2M, 10.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $316.3M | 29.03% | 1.6M | Hold |
| 2 | LRCX | LAM RESEARCH CORP | $207.2M | 19.02% | 478,246 | Hold |
| 3 | SNDK | SANDISK CORP | $191.8M | 17.60% | 84,341 | Added |
| 4 | MU | MICRON TECHNOLOGY INC | $134.3M | 12.33% | 116,359 | New |
| 5 | GOOGL | ALPHABET INC | $113.2M | 10.39% | 316,795 | Added |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $96.6M | 8.87% | 202,276 | Hold |
| 7 | ASML | ASML HLDG NV | $29.9M | 2.75% | 15,046 | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30