Trybe Capital Management LP Portfolio Holdings by Sector
Trybe Capital Management LP
- $382 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Semiconductors | Technology
NVDA NVDA TSM 3 stocks |
$203,760
53.37% of portfolio
|
  2  
|
- |
  1  
|
- |
1
Calls
0
Puts
|
Software—Application | Technology
SNOW CRM NOW 3 stocks |
$81,760
21.41% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$37,161
9.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$34,618
9.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$24,503
6.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|