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Trybe Capital Management LP

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13F filer, CIK 1807902, GREENWICH, CT

Trybe Capital Management LP reported $1,089,344,384 across 8 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001315863-26-000587

Period
2026-06-30
Reported value
$1.09B
Holdings
8
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MUnew+116,359$134M
SNDKadded+15,729$35.8M
GOOGLadded+67,378$24.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

None.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001315863-26-000587, largest first. % of portfolio is the value over $929,272,384, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336,041 shares; 2025Q3: 478,246 shares; 2025Q4: 478,246 shares; 2026Q1: 478,246 shares; 2026Q2: 478,246 shares 478,246$207M22.3%0Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,612 shares; 2026Q2: 84,341 shares 84,341$192M20.64%+15,729Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 780,680 shares; 2024Q4: 780,680 shares; 2025Q1: 780,680 shares; 2025Q2: 780,680 shares; 2025Q3: 780,680 shares; 2025Q4: 780,680 shares; 2026Q1: 780,680 shares; 2026Q2: 780,680 shares 780,680$156M16.81%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 116,359 shares 116,359$134M14.45%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,052 shares; 2024Q4: 247,052 shares; 2025Q1: 240,312 shares; 2025Q2: 240,312 shares; 2025Q3: 249,417 shares; 2025Q4: 249,417 shares; 2026Q1: 249,417 shares; 2026Q2: 316,795 shares 316,795$113M12.18%+67,378Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 195,459 shares; 2025Q2: 195,459 shares; 2025Q3: 202,276 shares; 2025Q4: 202,276 shares; 2026Q1: 202,276 shares; 2026Q2: 202,276 shares 202,276$96.6M10.4%0Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,046 shares; 2025Q4: 15,046 shares; 2026Q1: 15,046 shares; 2026Q2: 15,046 shares 15,046$29.9M3.22%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
NVDANVIDIA CORPORATION COMcall800,000$160M0

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001315863-26-000587 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001315863-26-000587 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001315863-26-000413 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001315863-26-000159 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001315863-25-000802 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001315863-25-000625 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001315863-25-000401 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001315863-25-000180 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001315863-24-000823 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001315863-24-000613 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001315863-24-000463 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001315863-24-000255 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001315863-23-000888 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001315863-23-000704 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001315863-23-000523 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001315863-23-000325 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001315863-22-000761 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001315863-22-000564 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001315863-22-000378 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001315863-22-000127 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001315863-21-000883 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001315863-21-000674 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0001315863-21-000435 Quarter ended 2021-03-312021-05-14acceptance time not in the bulk data set
13F-HR 0001315863-21-000201 Quarter ended 2020-12-312021-02-19acceptance time not in the bulk data set