Styrax Capital, LP

New York, NY · CIK 1904897 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entitySTYRAX CAPITAL L.P. (US)

Others nearbyNew York, NY

$1.5bn reported value +5.9% vs Q1 2026

18positions

82.1%in top 10

6 new 0 added 4 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMAZON COM INC COM AMZN	AMZN	1,000,000	$238.3m15.71%	15.71%	Unchanged
2	APPLIED MATLS INC COM AMAT	AMAT	200,000	$144.6m9.53%	9.53%	Unchanged
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	350,000	$125.1m8.25%	8.25%	Unchanged
4	NVIDIA CORPORATION COM NVDA	NVDA	600,000	$120.1m7.92%	7.92%	Unchanged
5	VERTIV HOLDINGS CO COM CL A VRT	VRT	350,000	$117.2m7.73%	7.73%	Unchanged
6	AXON ENTERPRISE INC COM AXON	AXON	200,000	$112.1m7.39%	7.39%	Unchanged
7	MASTERCARD INCORPORATED CL A MA	MA	200,000	$102.7m6.77%	6.77%	Reduced -25.0k	-25,000 -11.1%
8	CARVANA CO CL A CVNA	CVNA	1,500,000	$98.7m6.51%	6.51%	Unchanged
9	META PLATFORMS INC CL A META	META	175,000	$98.6m6.50%	6.50%	Reduced -133.0k	-132,981 -43.2%
10	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	250,000	$87.5m5.77%	5.77%	Unchanged
11	LUMENTUM HLDGS INC COM LITE	LITE	90,000	$77.2m5.09%	5.09%	Reduced -50.0k	-50,000 -35.7%
12	TTM TECHNOLOGIES INC COM TTMI	TTMI	250,000	$46.8m3.08%	3.08%	New
13	REDDIT INC CL A RDDT	RDDT	250,000	$43.4m2.86%	2.86%	New
14	SNOWFLAKE INC CL A SNOW	SNOW	150,000	$38.2m2.52%	2.52%	New
15	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	300,000	$30.1m1.98%	1.98%	New
16	ENTEGRIS INC COM ENTG	ENTG	75,000	$13.5m0.89%	0.89%	New
17	MICRON TECHNOLOGY INC COM MU	MU	10,000	$11.5m0.76%	0.76%	New
18	SITIME CORP COM SITM	SITM	15,000	$11.2m0.74%	0.74%	Reduced -75.0k	-75,000 -83.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SPOTIFY TECHNOLOGY S A SPOT	SPOT	150,000	$72.7m150.0k shares
CLOUDFLARE INC NET	NET	200,000	$41.3m200.0k shares
FABRINET FN	FN	75,000	$39.1m75.0k shares
GUARDANT HEALTH INC GH	GH	300,000	$27.7m300.0k shares
MONGODB INC MDB	MDB	55,000	$13.5m55.0k shares