Stock Taper 
STYRAX CAPITAL, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 10K | $11.54M |
 SiTime Corporation | SITM | 15K | $11.18M |
 Entegris, Inc. | ENTG | 75K | $13.49M |
 Lumentum Holdings Inc. | LITE | 90K | $77.23M |
 Snowflake Inc. | SNOW | 150K | $38.17M |
 Meta Platforms, Inc. | META | 175K | $98.58M |
 Applied Materials, Inc. | AMAT | 200K | $144.6M |
 Mastercard Incorporated | MA | 200K | $102.72M |
 Axon Enterprise, Inc. | AXON | 200K | $112.12M |
 Keysight Technologies, Inc. | KEYS | 250K | $87.52M |
 TTM Technologies, Inc. | TTMI | 250K | $46.76M |
 Reddit, Inc. | RDDT | 250K | $43.4M |
 Robinhood Markets, Inc. | HOOD | 300K | $30.08M |
 Vertiv Holdings Co | VRT | 350K | $117.19M |
 Alphabet Inc. | GOOGL | 350K | $125.08M |
 NVIDIA Corporation | NVDA | 600K | $120.05M |
 Amazon.com, Inc. | AMZN | 1M | $238.34M |
 Carvana Co. | CVNA | 1.5M | $98.73M |