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Trybe Capital Management LP

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13F filer, CIK 1807902, GREENWICH, CT

Trybe Capital Management LP reported $381,804,860 across 9 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001315863-25-000401

Period
2025-03-31
Reported value
$382M
Holdings
9
Top 10 weight
100%
New
2
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMnew+195,459$32.4M
SNOWnew+196,183$28.7M

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

SecurityShares changeApprox. value
AAPLexited-186,042-$46.6M
CRMreduced-31,748-$8.52M
NOWreduced-10,520-$8.38M
MSFTreduced-16,382-$6.15M
AMZNreduced-8,708-$1.66M

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.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001315863-25-000401, largest first. % of portfolio is the value over $295,100,860, 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780,680 shares; 2024Q4: 780,680 shares; 2025Q1: 780,680 shares 780,680$84.6M28.67%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,052 shares; 2024Q4: 247,052 shares; 2025Q1: 240,312 shares 240,312$37.2M12.59%-6,740Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,660 shares; 2024Q4: 190,660 shares; 2025Q1: 181,952 shares 181,952$34.6M11.73%-8,708Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 195,459 shares 195,459$32.4M10.99%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 196,183 shares 196,183$28.7M9.72%newTimeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 133,524 shares; 2025Q1: 101,776 shares 101,776$27.3M9.26%-31,748Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,894 shares; 2024Q4: 42,894 shares; 2025Q1: 32,374 shares 32,374$25.8M8.73%-10,520Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,657 shares; 2024Q4: 81,657 shares; 2025Q1: 65,275 shares 65,275$24.5M8.3%-16,382Timeline

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$86.7M+300,000

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
SMHVANECK ETF TRUST400,000$96.9Mcall
BABOEING CO400,000$70.8Mcall
GOOGLALPHABET INC300,000$56.8Mcall
AAPLAPPLE INC186,042$46.6Mshares
AMZNAMAZON COM INC200,000$43.9Mcall
MSFTMICROSOFT CORP100,000$42.1Mcall

How Q1 2025 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 0001315863-25-000401 base2025-05-15acceptance time not in the bulk data set