Trybe Capital Management LP Portfolio Holdings by Sector
Trybe Capital Management LP
- $444 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Semiconductors | Technology
NVDA TSM NVDA 3 stocks |
$199,206
44.85% of portfolio
|
- |
  1  
|
- | - |
1
Calls
0
Puts
|
Software—Application | Technology
SNOW NOW 2 stocks |
$85,014
19.14% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOGL 2 stocks |
$77,596
17.47% of portfolio
|
  1  
|
- |
  1  
|
- |
1
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$41,266
9.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$41,037
9.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|