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§ 13F · FUND PROFILE

Trybe Capital Management LP.

AUM · $1.1B (13F)Positions · 8Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026
#TickerNameShares$ value% portΔ Q2
1LRCXLAM RESEARCH CORP478K$207M
2SNDKSANDISK CORP84K$192M
3NVDANVIDIA CORPORATION800K$160M
4NVDANVIDIA CORPORATION781K$156M
5MUMICRON TECHNOLOGY INC116K$134M
6GOOGLALPHABET INC317K$113M
7TSMTAIWAN SEMICONDUCTOR MANUFAC202K$97M
8ASMLASML HLDG NV15K$30M
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE TRYBE SIGNAL

AC read

Trybe Capital Management LP is a Other fund managing $1.1 billion in assets. The fund runs a focused portfolio of just 8 positions.

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