Trybe Capital Management LP
7 holdingsFiling period: 2026-06-30Current AUM: $882.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 1.58M | $316.3M | $341.4M | 38.70% | -- | 2026-06-30 |
| 2 | LRCX | Lam Research Corp | 478.2K | $207.2M | $113.6M | 12.88% | -- | 2026-06-30 |
| 3 | SNDK | Sandisk Corp | 84.3K | $191.8M | $105.9M | 12.00% | +15.7K | 2026-06-30 |
| 4 | MU | Micron Technology Inc | 116.4K | $134.3M | $105.2M | 11.92% | -- | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc | 316.8K | $113.2M | $100.4M | 11.38% | +67.4K | 2026-06-30 |
| 6 | TSM | Taiwan Semiconductor Manufac | 202.3K | $96.6M | $85.8M | 9.73% | -- | 2026-06-30 |
| 7 | — | Asml Hldg NV | 15.0K | $29.9M | $29.9M | 3.39% | -- | 2026-06-30 |
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