Trybe Capital Management LP

GREENWICH, CT · CIK 1807902 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityTRYBE CAPITAL MANAGEMENT LP (US)

Others nearbyGreenwich, CT

$929.3m reported value +110.3% vs Q1 2026

7positions

100.0%in top 10

1 new 2 added 0 reduced 0 sold out vs Q1 2026

Options: 1 call positions ($160.1m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	LAM RESEARCH CORP COM NEW LRCX	LRCX	478,246	$207.2m22.30%	22.30%	Unchanged
2	SANDISK CORP COM SNDK	SNDK	84,341	$191.8m20.64%	20.64%	Added +15.7k	+15,729 22.9%
3	NVIDIA CORPORATION COM NVDA	NVDA	780,680	$156.2m16.81%	16.81%	Unchanged
4	MICRON TECHNOLOGY INC COM MU	MU	116,359	$134.3m14.45%	14.45%	New
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	316,795	$113.2m12.18%	12.18%	Added +67.4k	+67,378 27.0%
6	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	202,276	$96.6m10.40%	10.40%	Unchanged
7	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	15,046	$29.9m3.22%	3.22%	Unchanged

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
NVIDIA CORPORATION NVDA · Call	NVDA	Call	800,000	$160.1m800.0k shares	Unchanged