Styrax Capital, LP reported 18 holdings worth US$1.52B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Styrax Capital, LP reported 18 holdings worth US$1.52B as of Jun 30, 2026. Largest: Amazon.com, Inc., Applied Materials, Inc. and Alphabet Inc (google) Class C. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$1.52B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Amazon.com, Inc. | 1M | US$238M | 15.7% |
| Applied Materials, Inc. | 200K | US$145M | 9.5% |
| Alphabet Inc (google) Class C | 350K | US$125M | 8.2% |
| Nvidia Corporation | 600K | US$120M | 7.9% |
| Vertiv Holdings, Llc | 350K | US$117M | 7.7% |
| Axon Enterprise, Inc. | 200K | US$112M | 7.4% |
| Mastercard Incorporated | 200K | US$103M | 6.8% |
| Carvana Co. | 1.5M | US$98.7M | 6.5% |
| Meta Platforms, Inc. | 175K | US$98.6M | 6.5% |
| Keysight Technologies Inc. | 250K | US$87.5M | 5.8% |
| Lumentum Holdings Inc. | 90,000 | US$77.2M | 5.1% |
| Ttm Technologies, Inc. | 250K | US$46.8M | 3.1% |
| Reddit, Inc. | 250K | US$43.4M | 2.9% |
| Snowflake Inc. | 150K | US$38.2M | 2.5% |
| Robinhood Markets, Inc. | 300K | US$30.1M | 2.0% |
| Entegris, Inc. | 75,000 | US$13.5M | 0.89% |
| Micron Technology, Inc. | 10,000 | US$11.5M | 0.76% |
| Sitime Corporation | 15,000 | US$11.2M | 0.74% |
| Mongodb, Inc. | 0 | US$0 | 0.00% |
| Cloudflare, Inc. | 0 | US$0 | 0.00% |
| Fabrinet | 0 | US$0 | 0.00% |
| Guardant Health, Inc. | 0 | US$0 | 0.00% |