Trybe Capital Management LP 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
TC
Trybe Capital Management LP
Institutional Filer 16.75%$581.4M6

Current Portfolio Holdings

Showing all 6 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1NVDANVIDIA CorporationTechnology1.6M$275.7M47.42%
2LRCXLam Research CorporationTechnology478K$102.2M17.58%
3GOOGLAlphabet Inc.Technology249K$71.7M12.34%
4TSMTaiwan Semiconductor Manufacturing Company LimitedTechnology202K$68.4M11.76%
5SNDKSandisk CorporationTechnology69K$43.6M7.50%
6ASMLASML Holding N.V.Technology15K$19.9M3.42%
Showing 1 to 6 of 6 holdings