Trybe Capital Management LP
Trybe Capital Management LP, managed by Jasjit Rekhi, reported 7 positions worth $929.27M in its 2026 Q2 13F filing: 1 new and 0 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +153.0% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +31.2% | +11.4% |
| 2025 Q3 | +14.4% | +7.6% |
| 2025 Q4 | +7.5% | +3.1% |
| 2026 Q1 | -5.8% | -5.8% |
| 2026 Q2 | +66.4% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $207.24M | 22.30% | NO CHANGE |
| SNDK | SANDISK CORP | $191.77M | 20.60% | +22.9% |
| NVDA | NVIDIA CORPORATION | $156.21M | 16.80% | NO CHANGE |
| MU | MICRON TECHNOLOGY INC | $134.31M | 14.50% | NEW |
| GOOGL | ALPHABET INC | $113.21M | 12.20% | +27% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $96.60M | 10.40% | NO CHANGE |
| ASML | ASML HLDG NV | $29.93M | 3.20% | NO CHANGE |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.