Styrax Capital, LP
18 holdingsFiling period: 2026-06-30Current AUM: $1.41Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 1.00M | $238.3M | $248.4M | 17.57% | -- | 2026-06-30 |
| 2 | AMAT | APPLIED MATLS INC | 200.0K | $144.6M | $84.2M | 5.96% | -- | 2026-06-30 |
| 3 | GOOGL | ALPHABET INC | 350.0K | $125.1M | $120.7M | 8.54% | -- | 2026-06-30 |
| 4 | NVDA | NVIDIA CORPORATION | 600.0K | $120.1M | $127.3M | 9.00% | -- | 2026-06-30 |
| 5 | VRT | VERTIV HOLDINGS CO | 350.0K | $117.2M | $82.1M | 5.81% | -- | 2026-06-30 |
| 6 | AXON | AXON ENTERPRISE INC | 200.0K | $112.1M | $88.4M | 6.25% | -- | 2026-06-30 |
| 7 | MA | MASTERCARD INCORPORATED | 200.0K | $102.7M | $114.7M | 8.11% | -25,000 | 2026-06-30 |
| 8 | CVNA | CARVANA CO | 1.50M | $98.7M | $100.4M | 7.10% | +1.20M | 2026-06-30 |
| 9 | META | META PLATFORMS INC | 175.0K | $98.6M | $117.3M | 8.29% | -132,981 | 2026-06-30 |
| 10 | KEYS | KEYSIGHT TECHNOLOGIES INC | 250.0K | $87.5M | $78.3M | 5.54% | -- | 2026-06-30 |
| 11 | LITE | LUMENTUM HLDGS INC | 90.0K | $77.2M | $75.5M | 5.34% | -50,000 | 2026-06-30 |
| 12 | TTMI | TTM TECHNOLOGIES INC | 250.0K | $46.8M | $28.1M | 1.99% | -- | 2026-06-30 |
| 13 | RDDT | REDDIT INC | 250.0K | $43.4M | $39.9M | 2.82% | -- | 2026-06-30 |
| 14 | SNOW | SNOWFLAKE INC | 150.0K | $38.2M | $48.4M | 3.43% | -- | 2026-06-30 |
| 15 | HOOD | ROBINHOOD MKTS INC | 300.0K | $30.1M | $33.1M | 2.34% | -- | 2026-06-30 |
| 16 | ENTG | ENTEGRIS INC | 75.0K | $13.5M | $9.7M | 0.69% | -- | 2026-06-30 |
| 17 | MU | MICRON TECHNOLOGY INC | 10.0K | $11.5M | $9.3M | 0.66% | -- | 2026-06-30 |
| 18 | SITM | SITIME CORP | 15.0K | $11.2M | $8.3M | 0.58% | -75,000 | 2026-06-30 |
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