Fund manager · 13F holdings

Trybe Capital Management LP

CIK 1807902 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024

13F holdings value

$208.76M

Positions

10 + 5

Top-10 weight

100.00%

Added / reduced

0 / 0

0 new · 0 sold out

Top ten holdings

Q4 2023

NVDA18.52%
AMZN10.62%
MSFT10.56%
GOOGL10.06%
NOW9.62%
SNOW8.98%
CRM8.68%
TDY8.26%
CARR7.45%
AAPL7.25%

Share classes counted separately100.00%

Portfolio value by quarter

What changed this quarter?

Within preview · weight change

SNOW
Weight increased · +0.95 pp
8.03% → 8.98%
Shares 0 (0.00%)
GOOGL
Weight decreased · -0.92 pp
10.98% → 10.06%
Shares 0 (0.00%)
CARR
Weight decreased · -0.90 pp
8.35% → 7.45%
Shares 0 (0.00%)

Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.

Web preview: up to 30 current positions (10 non-derivatives, 5 options). Search and sorting cover this preview only. Totals and weights use the complete filing.Use the API →

Top 10 holdings 10

USD · B = billion · M = million; expand a row for exact values

Q4 2023 · Trybe Capital Management LP
#	Security	Value	Weight	Quantity	Weight / quantity change	Activity
01	NVDANVIDIA CORP View history and evidence	$38.66M	18.52%	78.07K shares	18.96% → 18.52%-0.44 pp 0 (0.00%)	Unchanged	↗▾
02	AMZNAMAZON.COM INC View history and evidence	$22.17M	10.62%	145.91K shares	10.35% → 10.62%+0.27 pp 0 (0.00%)	Unchanged	↗▾
03	MSFTMICROSOFT CORP View history and evidence	$22.04M	10.56%	58.62K shares	10.33% → 10.56%+0.23 pp 0 (0.00%)	Unchanged	↗▾
04	GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence	$20.99M	10.06%	150.29K shares	10.98% → 10.06%-0.92 pp 0 (0.00%)	Unchanged	↗▾
05	NOWSERVICENOW INC View history and evidence	$20.08M	9.62%	28.42K shares	8.87% → 9.62%+0.75 pp 0 (0.00%)	Unchanged	↗▾
06	SNOWSNOWFLAKE INCCL A View history and evidence	$18.74M	8.98%	94.17K shares	8.03% → 8.98%+0.95 pp 0 (0.00%)	Unchanged	↗▾
07	CRMSALESFORCE INC View history and evidence	$18.12M	8.68%	68.87K shares	7.80% → 8.68%+0.88 pp 0 (0.00%)	Unchanged	↗▾
08	TDYTELEDYNE TECHNOLOGIES INC View history and evidence	$17.25M	8.26%	38.66K shares	8.82% → 8.26%-0.56 pp 0 (0.00%)	Unchanged	↗▾
09	CARRCARRIER GLOBAL CORP View history and evidence	$15.56M	7.45%	270.84K shares	8.35% → 7.45%-0.90 pp 0 (0.00%)	Unchanged	↗▾
10	AAPLAPPLE INC View history and evidence	$15.14M	7.25%	78.65K shares	7.52% → 7.25%-0.27 pp 0 (0.00%)	Unchanged	↗▾

10 / 10 positions · preview only

Options overlay 5

$163.20M notional

Put and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.

Security	Put / Call	Underlying shares	Notional	Quantity change
GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence	Call	400.00K	$55.88M	0 (0.00%)	▾
NVDANVIDIA CORP View history and evidence	Call	100.00K	$49.52M	0 (0.00%)	▾
AMZNAMAZON.COM INC View history and evidence	Call	200.00K	$30.39M	0 (0.00%)	▾

3 / 5 options · preview only

Exited positions 0

No exits reported this quarter.

Every number has a source.

CIK 1807902 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14

0001315863-24-000255 ↗

Amendments and versions

{
  "amendments_merged": null,
  "prior_versions": null,
  "cover_table_value": 371959329
}

Trybe Capital Management LP · Q4 2023

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.