Styrax Capital, LP — 13F holdings

Styrax Capital, LP reported 18 holdings worth $1.52B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AMZN AMAZON COM INC — $238M (15.7%)
2. AMAT APPLIED MATLS INC — $145M (9.5%)
3. GOOGL ALPHABET INC — $125M (8.2%)
4. NVDA NVIDIA CORPORATION — $120M (7.9%)
5. VRT VERTIV HOLDINGS CO — $117M (7.7%)
6. AXON AXON ENTERPRISE INC — $112M (7.4%)
7. MA MASTERCARD INCORPORATED — $103M (6.8%)
8. CVNA CARVANA CO — $98.7M (6.5%)
9. META META PLATFORMS INC — $98.6M (6.5%)
10. KEYS KEYSIGHT TECHNOLOGIES INC — $87.5M (5.8%)