Investor
Styrax Capital, LP
CIK 0001904897 · filed 2026-05-15 · SEC filing
13F book
$1.43B
Positions
17
4 new · 4 sold
Largest name
14.5%
Amazon Com Inc · AMZN
Est. mark
−$45.7M
Price effect on 13 names still held. Flow $172.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Amazon Com Inc | AMZN | 1M | $208.3M | 14.5% | −$22.5M | Cut−$26.4M |
| Meta Platforms, Inc. | META | 308K | $176.2M | 12.3% | −$25.6M | Added−$16.2M |
| Mastercard Inc | MA | 225K | $112.4M | 7.9% | −$16M | Cut−$16.5M |
| Nvidia Corp | NVDA | 600K | $104.6M | 7.3% | −$7.26M | Cut−$42.8M |
| Alphabet Inc | — | 350K | $100.6M | 7.0% | −$7.16M | Added$12.5M |
| Lumentum Hldgs Inc | — | 140K | $98.4M | 6.9% | $45.2M | Added$48.6M |
| Carvana Co. | CVNA | 300K | $94.3M | 6.6% | −$24.2M | Added−$755.3K |
| Vertiv Holdings Co | VRT | 350K | $87.7M | 6.1% | $31M | Cut$23.7M |
| Axon Enterprise, Inc. | AXON | 200K | $84.9M | 5.9% | — | New |
| Spotify Technology S.A. | SPOT | 150K | $72.7M | 5.1% | −$10.8M | Added$6.98M |
| Keysight Technologies, Inc. | KEYS | 250K | $70.6M | 4.9% | — | New |
| Applied Matls Inc | — | 200K | $68.4M | 4.8% | — | New |
| Cloudflare, Inc. | NET | 200K | $41.3M | 2.9% | — | New |
| Fabrinet | FN | 75K | $39.1M | 2.7% | $4.97M | Cut−$12.3M |
| Sitime Corp | SITM | 90K | $31.1M | 2.2% | −$705.6K | Cut−$743.7K |
| Guardant Health, Inc. | GH | 300K | $27.7M | 1.9% | −$2.75M | Added−$1.05M |
| MongoDB, Inc. | MDB | 55K | $13.5M | 0.9% | −$9.62M | Cut−$29.1M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.