Trybe Capital Management LP 13F Holdings · Q2 2026
Trybe Capital Management LP reported 7 securities worth $1.09B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (29.03%), LRCX (19.02%), SNDK (17.60%). Among its top 25 positions this quarter: 1 new, 2 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $316.3M | 29.03% | 1.6M | Hold |
| 2 | LRCX | LAM RESEARCH CORP | $207.2M | 19.02% | 478,246 | Hold |
| 3 | SNDK | SANDISK CORP | $191.8M | 17.60% | 84,341 | Added |
| 4 | MU | MICRON TECHNOLOGY INC | $134.3M | 12.33% | 116,359 | New |
| 5 | GOOGL | ALPHABET INC | $113.2M | 10.39% | 316,795 | Added |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $96.6M | 8.87% | 202,276 | Hold |
| 7 | ASML | ASML HLDG NV | $29.9M | 2.75% | 15,046 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR