Styrax Capital, LP
Net seller this quarter
$1.52B
18
-$227M
82.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $238M | 15.71% | 0.01% | Not reported | Q1 2022 |
 AMAT | $145M | 9.53% | 0.03% | Not reported | Q1 2026 |
 GOOGL | $125M | 8.25% | 0.00% | Not reported | Q4 2022 |
 NVDA | $120M | 7.92% | 0.00% | Not reported | Q1 2023 |
 VRT | $117M | 7.73% | 0.09% | Not reported | Q3 2025 |
 AXON | $112M | 7.39% | 0.25% | Not reported | Q1 2026 |
 MA | $103M | 6.77% | 0.02% | -11.1% | Q1 2022 |
 CVNA | $98.7M | 6.51% | Not reported | Not reported | Q2 2025 |
 META | $98.6M | 6.50% | Not reported | -43.2% | Q1 2023 |
 KEYS | $87.5M | 5.77% | 0.15% | Not reported | Q1 2026 |
 LITE | $77.2M | 5.09% | 0.10% | -35.7% | Q4 2025 |
 TTMI | $46.8M | 3.08% | 0.24% | New | Q2 2026 |
 RDDT | $43.4M | 2.86% | Not reported | New | Q2 2026 |
 SNOW | $38.2M | 2.52% | 0.04% | New | Q2 2026 |
 HOOD | $30.1M | 1.98% | 0.13% | New | Q2 2026 |
 ENTG | $13.5M | 0.89% | 0.05% | Not reported | Q1 2024 |
 MU | $11.5M | 0.76% | 0.00% | New | Q2 2026 |
 SITM | $11.2M | 0.74% | 0.06% | -83.3% | Q4 2025 |
| Q1 2026 | |||||
| AMZN | $208M | 14.55% | 0.01% | -1.6% | Q1 2022 |
| META | $176M | 12.31% | Not reported | +5.7% | Q1 2023 |
| MA | $112M | 7.85% | 0.02% | -0.4% | Q1 2022 |
| NVDA | $105M | 7.31% | 0.00% | -24.1% | Q1 2023 |
| GOOGL | $101M | 7.03% | 0.00% | +24.3% | Q4 2022 |
| LITE | $98.4M | 6.87% | 0.20% | +3.6% | Q4 2025 |
| CVNA | $94.3M | 6.59% | Not reported | +33.2% | Q2 2025 |
| VRT | $87.7M | 6.13% | 0.09% | -11.5% | Q3 2025 |
| AXON | $84.9M | 5.93% | 0.25% | New | Q1 2026 |
 SPOT | $72.7M | 5.08% | 0.07% | +32.5% | Q1 2023 |
| KEYS | $70.6M | 4.93% | 0.15% | New | Q1 2026 |
| AMAT | $68.4M | 4.77% | 0.03% | New | Q1 2026 |
 NET | $41.3M | 2.88% | Not reported | New | Q1 2026 |
 FN | $39.1M | 2.73% | 0.21% | -33.6% | Q4 2025 |
| SITM | $31.1M | 2.17% | 0.34% | -0.1% | Q4 2025 |
 GH | $27.7M | 1.94% | 0.23% | +6.5% | Q4 2025 |
 MDB | $13.5M | 0.94% | 0.07% | -45.7% | Q1 2022 |
| Q4 2025 | |||||
| AMZN | $235M | 17.98% | 0.01% | +0.7% | Q1 2022 |
| META | $192M | 14.74% | Not reported | -18.0% | Q1 2023 |
| NVDA | $147M | 11.30% | 0.00% | +8.8% | Q1 2023 |
| MA | $129M | 9.88% | 0.02% | -6.8% | Q1 2022 |
| CVNA | $95.1M | 7.28% | Not reported | -26.6% | Q2 2025 |
| GOOGL | $88.1M | 6.75% | 0.00% | Not reported | Q4 2022 |
| SPOT | $65.8M | 5.04% | 0.06% | -46.1% | Q1 2023 |
| VRT | $64.1M | 4.91% | 0.10% | +22.3% | Q3 2025 |
| FN | $51.4M | 3.94% | 0.32% | New | Q4 2025 |
| LITE | $49.8M | 3.82% | 0.19% | New | Q4 2025 |
| MDB | $42.5M | 3.26% | 0.12% | -37.3% | Q1 2022 |
| SITM | $31.8M | 2.44% | 0.34% | New | Q4 2025 |
 ESTC | $29.7M | 2.28% | 0.37% | Not reported | Q3 2022 |
 AKAM | $29.5M | 2.26% | 0.23% | New | Q4 2025 |
| GH | $28.8M | 2.20% | 0.22% | New | Q4 2025 |
 AMKR | $13.3M | 1.02% | 0.14% | New | Q4 2025 |
 WRD | $11.8M | 0.90% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| META | $261M | 19.20% | Not reported | Not reported | Q1 2023 |
 NFLX | $242M | 17.81% | 0.05% | Not reported | Q3 2022 |
| AMZN | $222M | 16.31% | 0.01% | Not reported | Q1 2022 |
| SPOT | $147M | 10.78% | 0.10% | Not reported | Q1 2023 |
| MA | $138M | 10.14% | 0.02% | Not reported | Q1 2022 |
| NVDA | $136M | 9.98% | 0.00% | +12.5% | Q1 2023 |
| CVNA | $116M | 8.52% | Not reported | +26.7% | Q2 2025 |
| MDB | $50.2M | 3.69% | 0.20% | Not reported | Q1 2022 |
| VRT | $48.8M | 3.59% | 0.08% | New | Q3 2025 |