28 is the total number of securities Trybe Capital Management LP has owned. The longest Trybe Capital Management LP has owned a single stock is 12 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| NVDA | NVIDIA CORPORATION | 12 | 12 | 6.88% | 10.94% | 14.47% | Q4 2020 | Q3 2023 | 12 |
| GOOGL | ALPHABET INC | 12 | 12 | 6.22% | 9.47% | 12.92% | Q4 2020 | Q3 2023 | 12 |
| MSFT | MICROSOFT CORP | 12 | 12 | 5.52% | 9.00% | 12.96% | Q4 2020 | Q3 2023 | 12 |
| NOW | SERVICENOW INC | 12 | 12 | 5.16% | 8.37% | 12.11% | Q4 2020 | Q3 2023 | 12 |
| AMZN | AMAZON COM INC | 12 | 12 | 6.03% | 8.34% | 10.30% | Q4 2020 | Q3 2023 | 12 |
| AAPL | APPLE INC | 12 | 12 | 4.38% | 8.29% | 13.30% | Q4 2020 | Q3 2023 | 12 |
| CRM | SALESFORCE INC | 12 | 12 | 4.54% | 6.83% | 9.34% | Q4 2020 | Q3 2023 | 12 |
| RBLX | ROBLOX CORP | 7 | 7 | 2.95% | 3.61% | 4.93% | Q4 2021 | Q2 2023 | 7 |
| GINKGO BIOWORKS HOLDIN... | 5 | 2 | 0.76% | 3.09% | 7.97% | Q3 2021 | Q2 2023 | 7 | |
| NEM | NEWMONT CORP | 3 | 1 | 2.40% | 14.92% | 29.19% | Q4 2021 | Q3 2023 | 6 |
| MRVL | MARVELL TECHNOLOGY INC | 6 | 6 | 3.76% | 5.67% | 7.08% | Q3 2021 | Q4 2022 | 6 |
| NVDA | NVIDIA CORPORATION | 4 | 4 | 14.13% | 16.25% | 18.12% | Q4 2022 | Q3 2023 | 4 |
| PYPL | PAYPAL HLDGS INC | 4 | 4 | 7.72% | 9.25% | 10.70% | Q4 2020 | Q3 2021 | 4 |
| MTCH | MATCH GROUP INC NEW | 4 | 4 | 4.96% | 5.63% | 6.18% | Q4 2020 | Q3 2021 | 4 |
| GOOGL | ALPHABET INC | 3 | 3 | 12.41% | 15.47% | 17.01% | Q1 2023 | Q3 2023 | 3 |
| PLTR | PALANTIR TECHNOLOGIES INC | 3 | 3 | 6.36% | 6.81% | 7.61% | Q1 2021 | Q3 2021 | 3 |
| RBLX | ROBLOX CORP | 3 | 3 | 1.93% | 4.06% | 5.40% | Q1 2022 | Q3 2022 | 3 |
| AMZN | AMAZON COM INC | 2 | 2 | 8.26% | 8.64% | 9.01% | Q2 2023 | Q3 2023 | 2 |
| AMD | ADVANCED MICRO DEVICES... | 2 | 2 | 6.76% | 7.15% | 7.53% | Q4 2020 | Q1 2021 | 2 |
| SPLK | SPLUNK INC | 2 | 2 | 5.97% | 6.55% | 7.14% | Q4 2020 | Q1 2021 | 2 |
| CARR | CARRIER GLOBAL CORPORA... | 2 | 2 | 3.30% | 4.08% | 4.86% | Q2 2023 | Q3 2023 | 2 |
| TDY | TELEDYNE TECHNOLOGIES INC | 2 | 2 | 2.82% | 3.98% | 5.13% | Q2 2023 | Q3 2023 | 2 |
| GPN | GLOBAL PMTS INC | 1 | 1 | 7.56% | 7.56% | 7.56% | Q4 2020 | Q4 2020 | 1 |
| NEM | NEWMONT CORP | 1 | 1 | 6.74% | 6.74% | 6.74% | Q4 2020 | Q4 2020 | 1 |
| SNOW | SNOWFLAKE INC | 1 | 1 | 4.67% | 4.67% | 4.67% | Q3 2023 | Q3 2023 | 1 |
| GOLD | BARRICK GOLD CORP | 1 | 1 | 4.11% | 4.11% | 4.11% | Q4 2020 | Q4 2020 | 1 |
| SRNG | SOARING EAGLE ACQUISIT... | 1 | 1 | 3.66% | 3.66% | 3.66% | Q2 2021 | Q2 2021 | 1 |
| ARKG | ARK ETF TR | 1 | 1 | 3.63% | 3.63% | 3.63% | Q2 2021 | Q2 2021 | 1 |
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The securities at the top of the list , including NVIDIA CORPORATION, ALPHABET INC, and MICROSOFT CORP, are the highest-conviction holdings of Trybe Capital Management LP.
The conviction is calculated by counting the number of quarters a security has been reported by Trybe Capital Management LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Trybe Capital Management LP owns currently or has owned in the past.