Trybe Capital Management LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 8Value: $297.2MLatest: 2025Q1

Trybe Capital Management LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 8 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

SEC FilingSEC DataHachi Filing

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
CIK: trybe-capital-management-lp
Manager Name: Trybe-Capital-Management-Lp

Data Enrichment

100% identified

8 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

8 positions • $297.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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NVIDIA CORP

NVDA|67066G104

Shares:800.0K

Value:$86.7M

% of Portfolio:29.2% ($86.7M/$297.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:240.3K

Value:$37.2M

% of Portfolio:12.5% ($37.2M/$297.2M)

AMAZON COM INC

AMZN|023135106

Shares:182.0K

Value:$34.6M

% of Portfolio:11.6% ($34.6M/$297.2M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:195.5K

Value:$32.4M

% of Portfolio:10.9% ($32.4M/$297.2M)

Snowflake Inc.

SNOW|833445109

Shares:196.2K

Value:$28.7M

% of Portfolio:9.6% ($28.7M/$297.2M)

Salesforce, Inc.

CRM|79466L302

Shares:101.8K

Value:$27.3M

% of Portfolio:9.2% ($27.3M/$297.2M)

ServiceNow, Inc.

NOW|81762P102

Shares:32.4K

Value:$25.8M

% of Portfolio:8.7% ($25.8M/$297.2M)

MICROSOFT CORP

MSFT|594918104

Shares:65.3K

Value:$24.5M

% of Portfolio:8.2% ($24.5M/$297.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	800.0K	QoQ +60.00% (+300.0K) YoY +300.00% (-600.0K)	All Managers (Combined)	$86.7M	29.2% ($86.7M/$297.2M)	QoQ +29.12% (+$19.6M) YoY -52.02% (-$94.0M)
Alphabet Inc.(GOOGLcusip02079K305)	240.3K	QoQ -19.89% (-59.7K) YoY +20.15% (+40.3K)	All Managers (Combined)	$37.2M	12.5% ($37.2M/$297.2M)	QoQ -34.56% (-$19.6M) YoY +23.10% (+$7.0M)
AMAZON COM INC(AMZNcusip023135106)	182.0K	QoQ -9.02% (-18.0K) YoY -9.02% (-18.0K)	All Managers (Combined)	$34.6M	11.6% ($34.6M/$297.2M)	QoQ -21.10% (-$9.3M) YoY -4.04% (-$1.5M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	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	QoQ -23.77% (-31.7K) YoY -6.62% (-7.2K)	All Managers (Combined)	$27.3M	9.2% ($27.3M/$297.2M)	QoQ -38.81% (-$17.3M) YoY -16.80% (-$5.5M)
ServiceNow, Inc.(NOWcusip81762P102)	32.4K	QoQ -24.52% (-10.5K) YoY -24.52% (-10.5K)	All Managers (Combined)	$25.8M	8.7% ($25.8M/$297.2M)	QoQ -43.31% (-$19.7M) YoY -21.18% (-$6.9M)
MICROSOFT CORP(MSFTcusip594918104)	65.3K	QoQ -34.72% (-34.7K) YoY -20.06% (-16.4K)	All Managers (Combined)	$24.5M	8.2% ($24.5M/$297.2M)	QoQ -41.86% (-$17.6M) YoY -28.67% (-$9.9M)