Institutional Fund
Trybe Capital Management LP
Greenwich, CTCIK 18079025 filings on record
Portfolio Value
$441.88M
Q1 2026
Holdings
6
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-20.6%
from $556.46M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation30.8%
- Lam Research Corp23.1%
- Alphabet Inc16.2%
- Taiwan Semiconductor Mfg Ltd15.5%
- Sandisk Corp9.9%
- Asml Holding N V4.5%
Portfolio Holdings
6 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 780.7K | $136.15M | 30.8% | 0 | Held |
| 2 | Lam Research Corp | 478.2K | $102.18M | 23.1% | 0 | Held |
| 3 | Alphabet Inc | 249.4K | $71.72M | 16.2% | 0 | Held |
| 4 | Taiwan Semiconductor Mfg Ltd | 202.3K | $68.36M | 15.5% | 0 | Held |
| 5 | Sandisk Corp | 68.6K | $43.59M | 9.9% | +68.6K | New |
| 6 | Asml Holding N V | 15.0K | $19.87M | 4.5% | 0 | Held |