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Trybe Capital Management LP

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13F filer, CIK 1807902, GREENWICH, CT

Trybe Capital Management LP reported $581,399,315 across 7 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001315863-26-000413

Period
2026-03-31
Reported value
$581M
Holdings
7
Top 10 weight
100%
New
1
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SNDKnew+68,612$43.6M

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

SecurityShares changeApprox. value
AMZNexited-222,623-$51.4M
QBTSexited-1,936,922-$50.7M
MSFTexited-98,027-$47.4M
IONQexited-532,998-$23.9M

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 2026

Share positions as resolved from 13F-HR 0001315863-26-000413, largest first. % of portfolio is the value over $441,879,315, 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; 2024Q2: restricted; 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 780,680$136M30.81%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 478,246$102M23.12%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 249,417$71.7M16.23%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 202,276$68.4M15.47%0Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,612 shares 68,612$43.6M9.87%newTimeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,046 shares; 2025Q4: 15,046 shares; 2026Q1: 15,046 shares 15,046$19.9M4.5%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$140M+286,600

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
AMZNAMAZON COM INC222,623$51.4Mshares
QBTSD-WAVE QUANTUM INC1,936,922$50.7Mshares
MSFTMICROSOFT CORP98,027$47.4Mshares
AMZNAMAZON COM INC200,000$46.2Mcall
IONQIONQ INC532,998$23.9Mshares

How Q1 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 0001315863-26-000413 base2026-05-15acceptance time not in the bulk data set