Filed: 2/14/2025ACC: 0001315863-25-000180
📋 What this filing means
TRYBE CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $742.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$742.19M
Total AUM (reported)
3.56M
Total Shares
Allocation by class
COM$541.76M73.0%
CAP STK CL A$103.56M14.0%
SEMICONDUCTR ETF$96.87M13.1%
Portfolio Concentration
Top 3$372.41M50.2%
4–10$369.78M49.8%
Top 3 weight
50.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.56M
Sole
Full voting authority
3.56M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
NVIDIA CORPORATION
SOLEShares1.28M
TypeSH
Market value$171.98M
23.17%
Sole
1.28M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares547.05K
TypeSH
Market value$103.56M
13.95%
Sole
547.05K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares400K
TypeSH
Market value$96.87M
13.05%
Sole
400K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares390.66K
TypeSH
Market value$85.71M
11.55%
Sole
390.66K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares181.66K
TypeSH
Market value$76.57M
10.32%
Sole
181.66K
Shared
0.00
None
0.00
BOEING CO
SOLEShares400K
TypeSH
Market value$70.80M
9.54%
Sole
400K
Shared
0.00
None
0.00
APPLE INC
SOLEShares186.04K
TypeSH
Market value$46.59M
6.28%
Sole
186.04K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares42.89K
TypeSH
Market value$45.47M
6.13%
Sole
42.89K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares133.52K
TypeSH
Market value$44.64M
6.01%
Sole
133.52K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.28M | SH | $171.98M 23.17% | 1.28M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 547.05K | SH | $103.56M 13.95% | 547.05K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 400K | SH | $96.87M 13.05% | 400K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 390.66K | SH | $85.71M 11.55% | 390.66K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 181.66K | SH | $76.57M 10.32% | 181.66K | 0.00 | 0.00 |
BOEING COSOLE | COM | 400K | SH | $70.80M 9.54% | 400K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 186.04K | SH | $46.59M 6.28% | 186.04K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 42.89K | SH | $45.47M 6.13% | 42.89K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 133.52K | SH | $44.64M 6.01% | 133.52K | 0.00 | 0.00 |