Institutions / Styrax Capital, LP
Styrax Capital, LP
CIK 1904897 · Institution · as of Dec 31, 2025
Portfolio value
$1.31B
Positions
17
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Amazon.com Inc | $234.65M | 18.0% |
| Meta Platforms Inc | $192.40M | 14.7% |
| NVIDIA Corp | $147.46M | 11.3% |
| Mastercard Inc | $128.97M | 9.9% |
| Carvana Co. | $95.07M | 7.3% |
| Alphabet Inc. | $88.14M | 6.8% |
| Spotify Technology S a | $65.76M | 5.0% |
| Vertiv Holdings Co | $64.05M | 4.9% |
| Fabrinet | $51.43M | 3.9% |
| Lumentum Hldgs Inc | $49.82M | 3.8% |
| MongoDB, Inc. | $42.54M | 3.3% |
| SITIME Corp | $31.83M | 2.4% |
| Elastic N.V. | $29.74M | 2.3% |
| Akamai Technologies Inc | $29.48M | 2.3% |
| Guardant Health, Inc. | $28.76M | 2.2% |
| Amkor Technology Inc | $13.34M | 1.0% |
| WeRide Inc. | $11.80M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.