Trybe Capital Management LP
CIK 1807902
13F filing for Q2 2026・No. 2,450
- Holdings
- US$1.09B
- Quarter change
- +US$507.95M
- Entries
- 8
- Net bought (estimate)
- +US$194.15M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 0
- Cut 0
- Added 2
- Corporate actions 0
- Unchanged 4
Largest holdings
7 stocks worth US$929.27M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| LRCXLAM RESEARCH CORPCOM NEW | Unchanged | 478,246 | US$207.24M | 22.30% |
| SNDKSANDISK CORPCOM | Added | 84,341 | US$191.77M | 20.64% |
| NVDANvidiaCOM | Unchanged | 780,680 | US$156.21M | 16.81% |
| MUMicronCOM | New | 116,359 | US$134.31M | 14.45% |
| GOOGLAlphabetCAP STK CL A | Added | 316,795 | US$113.21M | 12.18% |
| TSMTSMC ADRSPONSORED ADS | Unchanged | 202,276 | US$96.6M | 10.40% |
| ASMLASML HLDG NVN Y REGISTRY SHS | Unchanged | 15,046 | US$29.93M | 3.22% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.