Trybe Capital Management LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Trybe Capital Management LP reported 8 stock positions worth $410.0 million. Its top holding was Nvidia (NVDA) at 30.1% of the portfolio, followed by Snowflake (SNOW, 11.5%) and Taiwan Semiconductor-SP ADR (TSM, 10.8%). Compared with Q1 2025, it opened 1 new position, sold out of 1 and added to 4. The biggest buy was a new position in Lam Research (LRCX) and the biggest sale an exit from Salesforce (CRM).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001807902
- Portfolio Value
- $410.0M (Q2 2025)
- SEC Filing
- 0001315863-25-000625 ↗ filed Aug 14, 2025
Holdings Value
Holdings 8 stocks · $410.0M
| NVDA Nvidia Corp. | 30.08% | 780,680 | $123.3M | No change |
| SNOW Snowflake Inc. | 11.48% | 210,285 | $47.1M | Add +7.2% |
| TSM Taiwan Semiconductor-SP ADR | 10.80% | 195,459 | $44.3M | No change |
| GOOGL Alphabet Inc. Class A | 10.33% | 240,312 | $42.4M | No change |
| AMZN Amazon.com Inc. | 10.07% | 188,095 | $41.3M | Add +3.4% |
| MSFT Microsoft Corp. | 10.01% | 82,503 | $41.0M | Add +26.4% |
| NOW ServiceNow Inc. | 9.26% | 36,923 | $38.0M | Add +14.1% |
| LRCX Lam Research Corp. | 7.98% | 336,041 | $32.7M | New |
Options reported separately and not counted above: GOOGL calls ($35.2M), NVDA calls ($31.6M).
Portfolio Sells Q1 2025 → Q2 2025
| CRM Salesforce Inc. | Sold out | 0.00% | −9.26 |
Portfolio Buys Q1 2025 → Q2 2025
Options Activity Q1 2025 → Q2 2025
| GOOGL Alphabet Inc. Class A | call | New | 200,000 | $35.2M |
| NVDA Nvidia Corp. | call | Reduce -75.0% | 200,000 | $31.6M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $929.3M | LRCX, SNDK, NVDA, MU, GOOGL |
| Q1 2026 | 6 | $441.9M | NVDA, LRCX, GOOGL, TSM, SNDK |
| Q4 2025 | 9 | $556.5M | NVDA, LRCX, GOOGL, TSM, AMZN |
| Q3 2025 | 8 | $484.9M | NVDA, LRCX, GOOGL, TSM, AMZN |
| Q2 2025 | 8 | $410.0M | NVDA, SNOW, TSM, GOOGL, AMZN |
| Q1 2025 | 8 | $295.1M | NVDA, GOOGL, AMZN, TSM, SNOW |
| Q4 2024 | 7 | $364.6M | NVDA, GOOGL, AAPL, NOW, CRM |
| Q3 2024 | 6 | $288.2M | NVDA, AAPL, GOOGL, NOW, AMZN |
| Q2 2024 | 7 | $315.7M | NVDA, GOOGL, AAPL, AMZN, MSFT |
| Q1 2024 | 7 | $274.0M | NVDA, GOOGL, AMZN, MSFT, CRM |