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Trybe Capital Management LP

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13F filer, CIK 1807902, GREENWICH, CT

Trybe Capital Management LP reported $749,063,524 across 11 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 100% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001315863-25-000802

Period
2025-09-30
Reported value
$749M
Holdings
11
Top 10 weight
100%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
METAnew+64,607$47.4M
LRCXadded+142,205$19M
ASMLnew+15,046$14.6M
AMZNadded+34,528$7.58M
MSFTadded+8,604$4.46M

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
SNOWexited-210,285-$47.1M
NOWexited-36,923-$38M

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, Q3 2025

Share positions as resolved from 13F-HR 0001315863-25-000802, largest first. % of portfolio is the value over $484,905,524, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780,680 shares; 2024Q4: 780,680 shares; 2025Q1: 780,680 shares; 2025Q2: 780,680 shares; 2025Q3: 780,680 shares 780,680$146M30.04%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336,041 shares; 2025Q3: 478,246 shares 478,246$64M13.21%+142,205Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,052 shares; 2024Q4: 247,052 shares; 2025Q1: 240,312 shares; 2025Q2: 240,312 shares; 2025Q3: 249,417 shares 249,417$60.6M12.5%+9,105Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 195,459 shares; 2025Q2: 195,459 shares; 2025Q3: 202,276 shares 202,276$56.5M11.65%+6,817Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,660 shares; 2024Q4: 190,660 shares; 2025Q1: 181,952 shares; 2025Q2: 188,095 shares; 2025Q3: 222,623 shares 222,623$48.9M10.08%+34,528Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,607 shares 64,607$47.4M9.78%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,657 shares; 2024Q4: 81,657 shares; 2025Q1: 65,275 shares; 2025Q2: 82,503 shares; 2025Q3: 91,107 shares 91,107$47.2M9.73%+8,604Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,046 shares 15,046$14.6M3%newTimeline

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 COMcall600,000$112M+400,000
MSFTMICROSOFT CORP COMcall200,000$104Mnew
GOOGLALPHABET INC COMcall200,000$48.6M0

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
SNOWSNOWFLAKE INC210,285$47.1Mshares
NOWSERVICENOW INC36,923$38Mshares

How Q3 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 0001315863-25-000802 base2025-11-14acceptance time not in the bulk data set