STYRAX CAPITAL, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WRD | 1.36M | $11.80M |
 | AMZN | 1.02M | $234.65M |
 | NVDA | 791K | $147.46M |
 | VRT | 395K | $64.05M |
 | ESTC | 394K | $29.74M |
 | AKAM | 338K | $29.48M |
 | AMKR | 338K | $13.34M |
 | META | 291K | $192.40M |
 | GH | 282K | $28.76M |
 | GOOGL | 282K | $88.14M |
 | MA | 226K | $128.97M |
 | CVNA | 225K | $95.07M |
 | LITE | 135K | $49.82M |
 | SPOT | 113K | $65.76M |
 | FN | 113K | $51.43M |
 | MDB | 101K | $42.54M |
 | SITM | 90K | $31.83M |
WeRide Inc.
WRD
Shares Held
1.36M
Value
$11.80M
Amazon.com, Inc.
AMZN
Shares Held
1.02M
Value
$234.65M
NVIDIA Corporation
NVDA
Shares Held
791K
Value
$147.46M
Vertiv Holdings Co
VRT
Shares Held
395K
Value
$64.05M
Elastic N.V.
ESTC
Shares Held
394K
Value
$29.74M
Akamai Technologies, Inc.
AKAM
Shares Held
338K
Value
$29.48M
Amkor Technology, Inc.
AMKR
Shares Held
338K
Value
$13.34M
Meta Platforms, Inc.
META
Shares Held
291K
Value
$192.40M
Guardant Health, Inc.
GH
Shares Held
282K
Value
$28.76M
Alphabet Inc.
GOOGL
Shares Held
282K
Value
$88.14M
Mastercard Incorporated
MA
Shares Held
226K
Value
$128.97M
Carvana Co.
CVNA
Shares Held
225K
Value
$95.07M
Lumentum Holdings Inc.
LITE
Shares Held
135K
Value
$49.82M
Spotify Technology S.A.
SPOT
Shares Held
113K
Value
$65.76M
Fabrinet
FN
Shares Held
113K
Value
$51.43M
MongoDB, Inc.
MDB
Shares Held
101K
Value
$42.54M
SiTime Corporation
SITM
Shares Held
90K
Value
$31.83M