Styrax Capital, LP
17 holdingsFiling period: 2026-03-31Current AUM: $1.66Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 1.00M | $208.3M | $271.6M | 16.31% | -16,611 | 2026-03-31 |
| 2 | META | META PLATFORMS INC | 308.0K | $176.2M | $171.5M | 10.30% | +16.5K | 2026-03-31 |
| 3 | MA | MASTERCARD INCORPORATED | 225.0K | $112.4M | $128.9M | 7.74% | -912 | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 600.0K | $104.6M | $120.5M | 7.23% | -190,697 | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC | 350.0K | $100.6M | $124.6M | 7.49% | +68.4K | 2026-03-31 |
| 6 | LITE | LUMENTUM HLDGS INC | 140.0K | $98.4M | $100.0M | 6.00% | +4.8K | 2026-03-31 |
| 7 | CVNA | CARVANA CO | 300.0K | $94.3M | $93.5M | 5.62% | +74.7K | 2026-03-31 |
| 8 | VRT | VERTIV HOLDINGS CO | 350.0K | $87.7M | $84.5M | 5.08% | -45,347 | 2026-03-31 |
| 9 | AXON | AXON ENTERPRISE INC | 200.0K | $84.9M | $105.6M | 6.34% | -- | 2026-03-31 |
| 10 | — | SPOTIFY TECHNOLOGY S A | 150.0K | $72.7M | $72.7M | 4.37% | +36.8K | 2026-03-31 |
| 11 | KEYS | KEYSIGHT TECHNOLOGIES INC | 250.0K | $70.6M | $79.8M | 4.79% | -- | 2026-03-31 |
| 12 | AMAT | APPLIED MATLS INC | 200.0K | $68.4M | $101.5M | 6.10% | -- | 2026-03-31 |
| 13 | NET | CLOUDFLARE INC | 200.0K | $41.3M | $55.8M | 3.35% | -- | 2026-03-31 |
| 14 | — | FABRINET | 75.0K | $39.1M | $39.1M | 2.35% | -37,957 | 2026-03-31 |
| 15 | SITM | SITIME CORP | 90.0K | $31.1M | $48.2M | 2.89% | -108 | 2026-03-31 |
| 16 | GH | GUARDANT HEALTH INC | 300.0K | $27.7M | $48.6M | 2.92% | +18.4K | 2026-03-31 |
| 17 | MDB | MONGODB INC | 55.0K | $13.5M | $18.6M | 1.11% | -46,372 | 2026-03-31 |
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