Filed: 8/14/2025ACC: 0001315863-25-000625
📋 What this filing means
TRYBE CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $476.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$476.83M
Total AUM (reported)
2.47M
Total Shares
Allocation by class
COM$275.20M57.7%
CAP STK CL A$77.60M16.3%
CL A$47.06M9.9%
SPONSORED ADS$44.27M9.3%
COM NEW$32.71M6.9%
Portfolio Concentration
Top 3$279.59M58.6%
4–10$197.24M41.4%
Top 3 weight
58.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.47M
Sole
Full voting authority
2.47M
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)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
NVIDIA CORPORATION
SOLEShares980.68K
TypeSH
Market value$154.94M
32.49%
Sole
980.68K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares440.31K
TypeSH
Market value$77.60M
16.27%
Sole
440.31K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares210.28K
TypeSH
Market value$47.06M
9.87%
Sole
210.28K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares195.46K
TypeSH
Market value$44.27M
9.28%
Sole
195.46K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares188.09K
TypeSH
Market value$41.27M
8.65%
Sole
188.09K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares82.50K
TypeSH
Market value$41.04M
8.61%
Sole
82.50K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares36.92K
TypeSH
Market value$37.96M
7.96%
Sole
36.92K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares336.04K
TypeSH
Market value$32.71M
6.86%
Sole
336.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 980.68K | SH | $154.94M 32.49% | 980.68K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 440.31K | SH | $77.60M 16.27% | 440.31K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 210.28K | SH | $47.06M 9.87% | 210.28K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 195.46K | SH | $44.27M 9.28% | 195.46K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 188.09K | SH | $41.27M 8.65% | 188.09K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 82.50K | SH | $41.04M 8.61% | 82.50K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 36.92K | SH | $37.96M 7.96% | 36.92K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 336.04K | SH | $32.71M 6.86% | 336.04K | 0.00 | 0.00 |