Styrax Capital, LP: 13F holdings
CIK 19048972026Q2
| Positions | 18 |
|---|---|
| Reported value | $1.5bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AMZN AMAZON COM INC | 1,000,000 | $238.3m | 15.7% |
| AMAT APPLIED MATLS INC | 200,000 | $144.6m | 9.5% |
| GOOGL ALPHABET INC | 350,000 | $125.1m | 8.2% |
| NVDA NVIDIA CORPORATION | 600,000 | $120.1m | 7.9% |
| VRT VERTIV HOLDINGS CO | 350,000 | $117.2m | 7.7% |
| AXON AXON ENTERPRISE INC | 200,000 | $112.1m | 7.4% |
| MA MASTERCARD INCORPORATED | 200,000 | $102.7m | 6.8% |
| CVNA CARVANA CO | 1,500,000 | $98.7m | 6.5% |
| META META PLATFORMS INC | 175,000 | $98.6m | 6.5% |
| KEYS KEYSIGHT TECHNOLOGIES INC | 250,000 | $87.5m | 5.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1904897")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.