STYRAX CAPITAL, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 1.00M | $208.27M |
 | NVDA | 600K | $104.64M |
 | GOOGL | 350K | $100.65M |
 | VRT | 350K | $87.70M |
 | META | 308K | $176.21M |
 | CVNA | 300K | $94.31M |
 | GH | 300K | $27.71M |
 | KEYS | 250K | $70.59M |
 | MA | 225K | $112.42M |
 | AMAT | 200K | $68.36M |
 | AXON | 200K | $84.94M |
 | NET | 200K | $41.27M |
 | SPOT | 150K | $72.74M |
 | LITE | 140K | $98.39M |
 | SITM | 90K | $31.08M |
 | FN | 75K | $39.11M |
 | MDB | 55K | $13.46M |
Amazon.com, Inc.
AMZN
Shares Held
1.00M
Value
$208.27M
NVIDIA Corporation
NVDA
Shares Held
600K
Value
$104.64M
Alphabet Inc.
GOOGL
Shares Held
350K
Value
$100.65M
Vertiv Holdings Co
VRT
Shares Held
350K
Value
$87.70M
Meta Platforms, Inc.
META
Shares Held
308K
Value
$176.21M
Carvana Co.
CVNA
Shares Held
300K
Value
$94.31M
Guardant Health, Inc.
GH
Shares Held
300K
Value
$27.71M
Keysight Technologies, Inc.
KEYS
Shares Held
250K
Value
$70.59M
Mastercard Incorporated
MA
Shares Held
225K
Value
$112.42M
Applied Materials, Inc.
AMAT
Shares Held
200K
Value
$68.36M
Axon Enterprise, Inc.
AXON
Shares Held
200K
Value
$84.94M
Cloudflare, Inc.
NET
Shares Held
200K
Value
$41.27M
Spotify Technology S.A.
SPOT
Shares Held
150K
Value
$72.74M
Lumentum Holdings Inc.
LITE
Shares Held
140K
Value
$98.39M
SiTime Corporation
SITM
Shares Held
90K
Value
$31.08M
Fabrinet
FN
Shares Held
75K
Value
$39.11M
MongoDB, Inc.
MDB
Shares Held
55K
Value
$13.46M