TC
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Trybe Capital Management LP13F | |
| Trybe Capital Management LP | |
| Last update 2025-05-15 | 9 Stocks (2 new) |
| Value $382.00 Mil | Turnover 16 % |
Trybe Capital Management LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA
CALL
| NVIDIA Corp | 800,000 | 86,704.0 | 0% | 22.710 | 0% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
NVDA | NVIDIA Corp | 780,680 | 84,610.1 | 0% | 22.160 | 0% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
GOOGL | Alphabet Inc | 240,312 | 37,161.8 | -2.73% | 9.730 | -0.17% | 0.000 | +14.81% | -4.59% | 2,192,674.9 | Interactive Media | |
AMZN | Amazon.com Inc | 181,952 | 34,618.2 | -4.57% | 9.070 | -0.26% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 195,459 | 32,446.2 | New Holding | 8.500 | +8.50% | 0.000 | +47.19% | +17.53% | 1,194,974.2 | Semiconductors | |
SNOW | Snowflake Inc | 196,183 | 28,674.1 | New Holding | 7.510 | +7.51% | 0.060 | +45.45% | +36.55% | 70,348.5 | Software | |
CRM | Salesforce Inc | 101,776 | 27,312.6 | -23.78% | 7.150 | -1.43% | 0.010 | +1.36% | -22.57% | 246,714.9 | Software | |
NOW | ServiceNow Inc | 32,374 | 25,774.2 | -24.53% | 6.750 | -1.50% | 0.020 | +19.49% | -11.45% | 194,470.1 | Software | |
MSFT | Microsoft Corp | 65,275 | 24,503.6 | -20.06% | 6.420 | -0.93% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
AAPL | Apple Inc | 0 | 0 | Sold Out | 0.000 | -6.28% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware |
Trybe Capital Management LP's Historical Top Holdings Breakdowns
Trybe Capital Management LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-03-31 | New Buy New Buy | +8.50% | 165.25 ($194.34) 224.62 | $230.40 | 18.56% | New holding | 195,459 | 195,459 | |
SNOW | Snowflake Inc | 2025-03-31 | New Buy New Buy | +7.51% | 146.16 ($169.7) 192.78 | $210.84 | 24.24% | New holding | 196,183 | 196,183 | |
AAPL | Apple Inc | 2025-03-31 | Sold Out Sold Out | -6.28% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Sold Out | 0 | -186,042 | |
NOW | ServiceNow Inc | 2025-03-31 | Reduce Reduce | -1.50% | 783.83 ($963.73) 1170.39 | $938.78 | -2.59% | Reduce -24.53% | 32,374 | -10,520 | |
CRM | Salesforce Inc | 2025-03-31 | Reduce Reduce | -1.43% | 268.36 ($311.03) 359.95 | $258.07 | -17.03% | Reduce -23.78% | 101,776 | -31,748 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.93% | 375.39 ($407.71) 447.2 | $503.32 | 23.45% | Reduce -20.06% | 65,275 | -16,382 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.26% | 190.26 ($217) 242.06 | $225.02 | 3.70% | Reduce -4.57% | 181,952 | -8,708 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.17% | 154.33 ($181.36) 206.38 | $180.19 | -0.65% | Reduce -2.73% | 240,312 | -6,740 | |
CRM | Salesforce Inc | 2024-12-31 | New Buy New Buy | +6.01% | 279.48 ($319.91) 367.87 | $258.07 | -19.33% | New holding | 133,524 | 133,524 | |
CRM | Salesforce Inc | 2024-09-30 | Sold Out Sold Out | -5.01% | 238.42 ($256.15) 276.64 | $258.07 | 0.75% | Sold Out | 0 | -108,999 |
Trybe Capital Management LP Total Holding History ($B)
Trybe Capital Management LP's Asset Allocation
Trybe Capital Management LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Trybe Capital Management LP's Hypothetical Growth since 2025-03-31
Trybe Capital Management LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Trybe Capital Management LP's Holdings Heat Map
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Trybe Capital Management LP's Holdings Bubble Chart
Trybe Capital Management LP News
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