Trybe Capital Management LP reported 7 positions worth $929.27M for the quarter ended Jun 30, 2026, up 110.3% on the prior quarter. It opened 1 new position, added to 2, trimmed 0 and exited 0. Its largest holding is Lam Research Corp at 22.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were reduced this quarter.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MU Micron Technology Inc | +116.4K | $134.31M | 14.45% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | LRCX Lam Research Corp | Technology | 478.2K | $207.24M | 22.3% | 0 | 0.0% | Unchanged | 0.04% |
| 2 | SNDK Sandisk Corp | Technology | 84.3K | $191.77M | 20.64% | +15.7K | +22.9% | Added | 0.06% |
| 3 | NVDA Nvidia Corp | Technology | 780.7K | $156.21M | 16.81% | 0 | 0.0% | Unchanged | 0% |
| 4 | MU Micron Technology Inc | Technology | 116.4K | $134.31M | 14.45% | +116.4K | – | New | 0.01% |
| 5 | GOOGL Alphabet Inc. | Technology | 316.8K | $113.21M | 12.18% | +67.4K | +27.0% | Added | 0.01% |
| 6 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 202.3K | $96.60M | 10.4% | 0 | 0.0% | Unchanged | 0% |
| 7 | ASML Asml Holding Nv | Technology | 15.0K | $29.93M | 3.22% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Trybe Capital Management.
As of its Q2 2026 13F filing, Trybe Capital Management LP’s five largest positions were Lam Research Corp (LRCX) at 22.3%, Sandisk Corp (SNDK) at 20.6%, Nvidia Corp (NVDA) at 16.8%, Micron Technology Inc (MU) at 14.5%, Alphabet Inc. (GOOGL) at 12.2% of the reported portfolio.
Trybe Capital Management LP reported a 13F portfolio worth $929.27M across 7 positions for Q2 2026. That is up 110.3% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($134.31M), Sandisk Corp ($35.76M), Alphabet Inc. ($24.08M). It opened 1 new positions.
From the Form 13F-HR reports Trybe Capital Management LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.