Styrax Capital, LP
18 holdingsFiling period: 2026-06-30Current AUM: $1.36Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 1.00M | $238.3M | $249.1M | 18.37% | -- | 2026-06-30 |
| 2 | AMAT | Applied Matls Inc | 200.0K | $144.6M | $77.5M | 5.72% | -- | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc | 350.0K | $125.1M | $110.9M | 8.18% | -- | 2026-06-30 |
| 4 | NVDA | NVIDIA Corporation | 600.0K | $120.1M | $129.6M | 9.56% | -- | 2026-06-30 |
| 5 | VRT | Vertiv Holdings Co | 350.0K | $117.2M | $69.9M | 5.16% | -- | 2026-06-30 |
| 6 | AXON | Axon Enterprise Inc | 200.0K | $112.1M | $85.0M | 6.27% | -- | 2026-06-30 |
| 7 | MA | Mastercard Incorporated | 200.0K | $102.7M | $122.7M | 9.05% | -25,000 | 2026-06-30 |
| 8 | CVNA | Carvana Co | 1.50M | $98.7M | $84.9M | 6.26% | +1.20M | 2026-06-30 |
| 9 | META | Meta Platforms Inc | 175.0K | $98.6M | $110.3M | 8.14% | -132,981 | 2026-06-30 |
| 10 | KEYS | Keysight Technologies Inc | 250.0K | $87.5M | $81.5M | 6.01% | -- | 2026-06-30 |
| 11 | LITE | Lumentum Hldgs Inc | 90.0K | $77.2M | $73.6M | 5.43% | -50,000 | 2026-06-30 |
| 12 | TTMI | Ttm Technologies Inc | 250.0K | $46.8M | $21.4M | 1.58% | -- | 2026-06-30 |
| 13 | RDDT | Reddit Inc | 250.0K | $43.4M | $34.6M | 2.55% | -- | 2026-06-30 |
| 14 | SNOW | Snowflake Inc | 150.0K | $38.2M | $50.2M | 3.71% | -- | 2026-06-30 |
| 15 | HOOD | Robinhood Mkts Inc | 300.0K | $30.1M | $27.9M | 2.05% | -- | 2026-06-30 |
| 16 | ENTG | Entegris Inc | 75.0K | $13.5M | $10.5M | 0.78% | -- | 2026-06-30 |
| 17 | MU | Micron Technology Inc | 10.0K | $11.5M | $9.0M | 0.67% | -- | 2026-06-30 |
| 18 | SITM | Sitime Corp | 15.0K | $11.2M | $7.0M | 0.51% | -75,000 | 2026-06-30 |
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