Skip to content
Disclosery

Trybe Capital Management LP

Follow

13F filer, CIK 1807902, GREENWICH, CT

Trybe Capital Management LP reported $742,185,288 across 13 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 100% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001315863-25-000180

Period
2024-12-31
Reported value
$742M
Holdings
13
Top 10 weight
100%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CRMnew+133,524$44.6M

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, Q4 2024

Share positions as resolved from 13F-HR 0001315863-25-000180, largest first. % of portfolio is the value over $364,554,288, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780,680 shares; 2024Q4: 780,680 shares 780,680$105M28.76%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,052 shares; 2024Q4: 247,052 shares 247,052$46.8M12.83%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,042 shares; 2024Q4: 186,042 shares 186,042$46.6M12.78%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,894 shares; 2024Q4: 42,894 shares 42,894$45.5M12.47%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 133,524 shares 133,524$44.6M12.25%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,660 shares; 2024Q4: 190,660 shares 190,660$41.8M11.47%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,657 shares; 2024Q4: 81,657 shares 81,657$34.4M9.44%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
SMHVANECK ETF TRUST COMcall400,000$96.9Mnew
BABOEING CO COMcall400,000$70.8M+200,000
NVDANVIDIA CORPORATION COMcall500,000$67.1M0
GOOGLALPHABET INC COMcall300,000$56.8M0
AMZNAMAZON COM INC COMcall200,000$43.9M0
MSFTMICROSOFT CORP COMcall100,000$42.1Mnew

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AAPLAPPLE INC200,000$46.6Mcall
NEMNEWMONT CORP600,000$32.1Mcall
BARRICK GOLD CORPBARRICK GOLD CORP800,000$15.9Mcall

How Q4 2024 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 0001315863-25-000180 base2025-02-14acceptance time not in the bulk data set