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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