Trybe Capital Management LP Portfolio Holdings by Sector
Trybe Capital Management LP
- $685 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA NVDA TSM 3 stocks |
$314,100
45.85% of portfolio
|
  2  
|
- | - | - |
1
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOGL META 3 stocks |
$156,699
22.87% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT MSFT 2 stocks |
$150,778
22.01% of portfolio
|
  2  
|
- |
  1  
|
- |
1
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$48,881
7.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$14,565
2.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|