account_balance
Investment manager · 13F filer · SEC CIK 1904897
Styrax Capital, LP
Reported value$1.52Bas of Jun 30, 2026
Positions18 6 new, 5 sold out
Top 10 weight82.1%AMZN alone is 16%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMZNAmazon.com Inc
15.7%
AMATApplied Materials Inc
9.5%
GOOGLAlphabet Inc.
8.2%
NVDANVIDIA Corp
7.9%
VRTVertiv Holdings Co
7.7%
AXONAxon Enterprise, Inc.
7.4%
MAMastercard Inc
6.8%Trimmed −11%
CVNACarvana Co.
6.5%
METAMeta Platforms, Inc.
6.5%Trimmed −43%
KEYSKeysight Technologies, Inc.
5.8%
LITELumentum Holdings Inc.
5.1%Trimmed −36%
TTMITTM Technologies Inc
3.1%
AMZNAmazon.com Inc
15.7%
AMATApplied Materials Inc
9.5%
GOOGLAlphabet Inc.
8.2%
NVDANVIDIA Corp
7.9%
VRTVertiv Holdings Co
7.7%
AXONAxon Enterprise, Inc.
7.4%
MAMastercard Inc
6.8%
CVNACarvana Co.
6.5%
METAMeta Platforms, Inc.
6.5%
KEYSKeysight Technologies, Inc.
5.8%
LITE5.1%TTMI3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMZN Amazon.com Inc 15.7% HeldAMAT Applied Materials Inc 9.5% HeldGOOGL Alphabet Inc. 8.2% HeldNVDA NVIDIA Corp 7.9% HeldVRT Vertiv Holdings Co 7.7% HeldAXON Axon Enterprise, Inc. 7.4% HeldMA Mastercard Inc 6.8% Trimmed −11%CVNA Carvana Co. 6.5% HeldMETA Meta Platforms, Inc. 6.5% Trimmed −43%KEYS Keysight Technologies, Inc. 5.8% HeldLITE Lumentum Holdings Inc. 5.1% Trimmed −36%TTMI TTM Technologies Inc 3.1% New
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.