account_balance
Investment manager · 13F filer · SEC CIK 1807902
Trybe Capital Management LP
Reported value$929Mas of Jun 30, 2026
Positions7 1 new, 0 sold out
Top 10 weight100.0%LRCX alone is 22%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 7 stocks.
LRCXLam Research Corp
22.3%
SNDKSandisk Corp
20.6%Added +23%
NVDANVIDIA Corp
16.8%
MUMicron Technology Inc
14.5%New
GOOGLAlphabet Inc.
12.2%Added +27%
TSMTaiwan Semiconductor Manufacturing Co Ltd
10.4%
ASML3.2%LRCXLam Research Corp
22.3%
SNDKSandisk Corp
20.6%Added +23%
NVDANVIDIA Corp
16.8%
MUMicron Technology Inc
14.5%New
GOOGLAlphabet Inc.
12.2%Added +27%
TSMTaiwan Semiconductor Manufacturing Co Ltd
10.4%
Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed
Biggest moves since Mar 31, 2026
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