Filed: 5/15/2026ACC: 0001315863-26-000413
📋 What this filing means
TRYBE CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $581.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$581.40M
Total AUM (reported)
2.59M
Total Shares
Allocation by class
COM$319.26M54.9%
COM NEW$102.18M17.6%
CAP STK CL A$71.72M12.3%
SPONSORED ADS$68.36M11.8%
N Y REGISTRY SHS$19.87M3.4%
Portfolio Concentration
Top 3$449.57M77.3%
4–10$131.82M22.7%
Top 3 weight
77.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.59M
Sole
Full voting authority
2.59M
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)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
NVIDIA CORPORATION
SOLEShares1.58M
TypeSH
Market value$275.67M
47.42%
Sole
1.58M
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares478.25K
TypeSH
Market value$102.18M
17.58%
Sole
478.25K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares249.42K
TypeSH
Market value$71.72M
12.34%
Sole
249.42K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares202.28K
TypeSH
Market value$68.36M
11.76%
Sole
202.28K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares68.61K
TypeSH
Market value$43.59M
7.50%
Sole
68.61K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares15.05K
TypeSH
Market value$19.87M
3.42%
Sole
15.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.58M | SH | $275.67M 47.42% | 1.58M | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 478.25K | SH | $102.18M 17.58% | 478.25K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 249.42K | SH | $71.72M 12.34% | 249.42K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 202.28K | SH | $68.36M 11.76% | 202.28K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 68.61K | SH | $43.59M 7.50% | 68.61K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 15.05K | SH | $19.87M 3.42% | 15.05K | 0.00 | 0.00 |