Trybe-Capital-Management-Lp
AI_NATIVE detailed information: This accession holds the following tickers:[ "SNOW", "GOOGL", "MSFT", "NVDA", "NOW", "TSM", "AMZN", "CRM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 8
- Total Value
- 297194762
- Accession Number
- 0001315863-25-000401
- Form Type
- 13F-HR
- Manager Name
- Trybe-Capital-Management-Lp
Data Enrichment
100% identified8 identified0 unidentified
Holdings
8 positions • $297.2M total value
Manager:
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Shares:195.5K
Value:$32.4M
% of Portfolio:10.9% ($32.4M/$297.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
NVIDIA CORP(NVDAcusip67066G104) | 800.0K | All Managers (Combined) | $86.7M | 29.2% ($86.7M/$297.2M) | ||
Alphabet Inc.(GOOGLcusip02079K305) | 240.3K | All Managers (Combined) | $37.2M | 12.5% ($37.2M/$297.2M) | ||
AMAZON COM INC(AMZNcusip023135106) | 182.0K | All Managers (Combined) | $34.6M | 11.6% ($34.6M/$297.2M) | ||
| 195.5K | QoQ NEW(+195.5K) YoY NEW(+195.5K) | All Managers (Combined) | $32.4M | 10.9% ($32.4M/$297.2M) | QoQ NEW(+$32.4M) YoY NEW(+$32.4M) | |
Snowflake Inc.(SNOWcusip833445109) | 196.2K | QoQ NEW(+196.2K) YoY NEW(+196.2K) | All Managers (Combined) | $28.7M | 9.6% ($28.7M/$297.2M) | QoQ NEW(+$28.7M) YoY NEW(+$28.7M) |
Salesforce, Inc.(CRMcusip79466L302) | 101.8K | All Managers (Combined) | $27.3M | 9.2% ($27.3M/$297.2M) | ||
ServiceNow, Inc.(NOWcusip81762P102) | 32.4K | All Managers (Combined) | $25.8M | 8.7% ($25.8M/$297.2M) | ||
MICROSOFT CORP(MSFTcusip594918104) | 65.3K | All Managers (Combined) | $24.5M | 8.2% ($24.5M/$297.2M) |