TRYBE CAPITAL MANAGEMENT LP
TRYBE CAPITAL MANAGEMENT LP runs TRYBE CAPITAL MANAGEMENT LP and currently holds 8 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.09B. Their top holdings are LRCX, SNDK, NVDA, MU, GOOGL. The top five represent 73.7% of reported portfolio weight. TRYBE CAPITAL MANAGEMENT LP ranks #16 out of 1000 investors tracked by Alpha Score. In the most recent quarter, TRYBE CAPITAL MANAGEMENT LP initiated 1 new position. They added to 2 existing positions. Their current best-performing preview position is SNDK with returns of +257.88%.
8 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
LRCX LAM RESEARCH CORP | 19.02% | $108.21 | $314.00 | +190.18% | Held |
SNDK SANDISK CORP | 17.60% | $940.89 | $1,596.10 | +69.64% | Added +22.92% |
NVDA NVIDIA CORPORATION | 14.34% | $14.79 | $214.76 | +1,352.06% | Held |
MU MICRON TECHNOLOGY INC | 12.33% | $1,154.29 | $966.78 | -16.24% | New Buy |
GOOGL ALPHABET INC | 10.39% | $171.68 | $344.82 | +100.85% | Added +27.01% |
TSM TAIWAN SEMICONDUCTOR MANUFAC | 8.87% | $169.82 | $418.87 | +146.66% | Held |
ASML ASML HLDG NV | 2.75% | $968.09 | $1,763.76 | +82.19% | Held |