The Analysis of Trybe Capital Management LP's Holdings


Currently, Trybe Capital Management LP holds 8 types of securities in its portfolio with a total value $484.9M. In the most recent quarter, they have increased their positions in META (+64.6K shares, valued at $47.4M), LRCX (+142.2K shares, valued at $19.0M), ASML (+15.0K shares, valued at $14.6M); initiated new positions in META (+64.6K shares, valued at $47.4M), ASML (+15.0K shares, valued at $14.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION780.7K shares0.00%2025-09-302025-11-14history
LRCX LAM RESEARCH CORP478.2K shares42.32%2025-09-302025-11-14history
GOOGL ALPHABET INC249.4K shares3.79%2025-09-302025-11-14history
TSM TAIWAN SEMICONDUCTOR MFG LTD202.3K shares3.49%2025-09-302025-11-14history
AMZN AMAZON COM INC222.6K shares18.36%2025-09-302025-11-14history
META META PLATFORMS INC64.6K sharesnew addition2025-09-302025-11-14history
MSFT MICROSOFT CORP91.1K shares10.43%2025-09-302025-11-14history
ASML ASML HOLDING N V15.0K sharesnew addition2025-09-302025-11-14history
Sponsored

Call Option Holdings
NVDA Call CallNVIDIA CORPORATION600.0K shares200.00%2025-09-302025-11-14history
MSFT Call CallMICROSOFT CORP200.0K sharesnew addition2025-09-302025-11-14history
GOOGL Call CallALPHABET INC200.0K shares0.00%2025-09-302025-11-14history

Put Option Holdings
No put option holdings data available