Trybe Capital Management LP
GREENWICH CT · SEC CIK 0001807902
$5.81亿2026Q1 申报市值
7持仓数
100.0%前十大占比 · 第一大 24.0%
1 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SNDK 新建仓+$4,359.19万
2026Q1 卖出最多 按季末市值估算
AMZN 清仓-$5,138.58万
QBTS 清仓-$5,065.05万
MSFT 清仓-$4,740.78万
IONQ 清仓-$2,391.56万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION 看涨期权 | $1.40亿 | 24.00% | 800,000 | 286,600 | 55.8% | $4,998.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.36亿 | 23.42% | 780,680 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $1.02亿 | 17.58% | 478,246 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $7,172.24万 | 12.34% | 249,417 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6,835.92万 | 11.76% | 202,276 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $4,359.19万 | 7.50% | 68,612 | 68,612 | — | $4,359.19万 | 新建仓 |
| ASML | ASML HLDG NV | $1,987.32万 | 3.42% | 15,046 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -222,623 | -100.0% | -$5,138.58万 | 清仓 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | -1,936,922 | -100.0% | -$5,065.05万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -98,027 | -100.0% | -$4,740.78万 | 清仓 |
| AMZN | AMAZON COM INC 看涨期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$4,616.40万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -532,998 | -100.0% | -$2,391.56万 | 清仓 |