Holdings
Styrax Capital, LP
As of Jun 30, 2026, Styrax Capital, LP reported 18 positions worth US$1.52B. Largest: Amazon.com, Inc., Applied Materials, Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 1M | US$238M | no change | Jun 30, 2026 |
| Applied Materials, Inc. | 200K | US$145M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 350K | US$125M | no change | Jun 30, 2026 |
| Nvidia Corporation | 600K | US$120M | no change | Jun 30, 2026 |
| Vertiv Holdings, Llc | 350K | US$117M | no change | Jun 30, 2026 |
| Axon Enterprise, Inc. | 200K | US$112M | no change | Jun 30, 2026 |
| Mastercard Incorporated | 200K | US$103M | −25,000 | Jun 30, 2026 |
| Carvana Co. | 1.5M | US$98.7M | +1.2M | Jun 30, 2026 |
| Meta Platforms, Inc. | 175K | US$98.6M | −133K | Jun 30, 2026 |
| Keysight Technologies Inc. | 250K | US$87.5M | no change | Jun 30, 2026 |