Trybe Capital Management LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICROSOFT CORP(MSFT)(Call) | 0 | 200,000 | +200,000 | 0 | 103,590,000 | — | +103,590,000 |
| NVIDIA CORPORATION(NVDA)(Call) | 200,000 | 600,000 | +400,000 | 31,598,000 | 111,948,000 | — | +80,350,000 |
| META PLATFORMS INC(META) | 0 | 64,607 | +64,607 | 0 | 47,446,089 | 9.78% | +47,446,089 |
| LAM RESEARCH CORP(LRCX) | 336,041 | 478,246 | +142,205 | 32,710,231 | 64,037,139 | 13.21% | +31,326,908 |
| NVIDIA CORPORATION(NVDA) | 780,680 | 780,680 | 0 | 123,339,633 | 145,659,274 | 30.04% | +22,319,641 |
| ALPHABET INC(GOOG) | 240,312 | 249,417 | +9,105 | 42,350,184 | 60,633,273 | 12.50% | +18,283,089 |
| ASML HOLDING N V | 0 | 15,046 | +15,046 | 0 | 14,565,882 | 3.00% | +14,565,882 |
| ALPHABET INC(GOOG)(Call) | 200,000 | 200,000 | 0 | 35,246,000 | 48,620,000 | — | +13,374,000 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 195,459 | 202,276 | +6,817 | 44,269,509 | 56,493,664 | 11.65% | +12,224,155 |
| AMAZON COM INC(AMZN) | 188,095 | 222,623 | +34,528 | 41,266,162 | 48,881,332 | 10.08% | +7,615,170 |
| MICROSOFT CORP(MSFT) | 82,503 | 91,107 | +8,604 | 41,037,817 | 47,188,871 | 9.73% | +6,151,054 |
| SERVICENOW INC(NOW) | 36,923 | 0 | -36,923 | 37,959,798 | 0 | — | -37,959,798 |
| SNOWFLAKE INC(SNOW) | 210,285 | 0 | -210,285 | 47,055,474 | 0 | — | -47,055,474 |