$136 Million is the total value of Trybe Capital Management LP's 14 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | New | ALPHABET INCcap stk cl a | $12,963,000 | – | 7,396 | +100.0% | 9.55% | – |
| NOW | New | SERVICENOW INC | $11,771,000 | – | 21,386 | +100.0% | 8.67% | – |
| NVDA | New | NVIDIA CORPORATION | $11,624,000 | – | 22,260 | +100.0% | 8.56% | – |
| PYPL | New | PAYPAL HLDGS INC | $10,476,000 | – | 44,729 | +100.0% | 7.72% | – |
| CRM | New | SALESFORCE COM INC | $10,322,000 | – | 46,384 | +100.0% | 7.60% | – |
| GPN | New | GLOBAL PMTS INC | $10,271,000 | – | 47,681 | +100.0% | 7.56% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $10,228,000 | – | 111,529 | +100.0% | 7.53% | – |
| SPLK | New | SPLUNK INC | $9,687,000 | – | 57,018 | +100.0% | 7.14% | – |
| NEM | New | NEWMONT CORP | $9,148,000 | – | 152,750 | +100.0% | 6.74% | – |
| AMZN | New | AMAZON COM INC | $8,986,000 | – | 2,759 | +100.0% | 6.62% | – |
| AAPL | New | APPLE INC | $8,808,000 | – | 66,384 | +100.0% | 6.49% | – |
| MTCH | New | MATCH GROUP INC NEW | $8,395,000 | – | 55,523 | +100.0% | 6.18% | – |
| MSFT | New | MICROSOFT CORP | $7,500,000 | – | 33,719 | +100.0% | 5.52% | – |
| GOLD | New | BARRICK GOLD CORP | $5,586,000 | – | 245,218 | +100.0% | 4.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NVIDIA CORPORATION | 12 | Q3 2023 | 14.5% |
| ALPHABET INC | 12 | Q3 2023 | 12.9% |
| MICROSOFT CORP | 12 | Q3 2023 | 13.0% |
| SERVICENOW INC | 12 | Q3 2023 | 12.1% |
| AMAZON COM INC | 12 | Q3 2023 | 10.3% |
| APPLE INC | 12 | Q3 2023 | 13.3% |
| SALESFORCE INC | 12 | Q3 2023 | 9.3% |
| ROBLOX CORP | 7 | Q2 2023 | 4.9% |
| GINKGO BIOWORKS HOLDINGS INC | 7 | Q2 2023 | 8.0% |
| NEWMONT CORP | 6 | Q3 2023 | 29.2% |
View Trybe Capital Management LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Trybe Capital Management LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.