Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Styrax Capital, LP (CIK 1904897) reported $1.43B across 17 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($208.3M, 14.55%), META ($176.2M, 12.31%), MA ($112.4M, 7.85%), NVDA ($104.6M, 7.31%), GOOGL ($100.6M, 7.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $208.3M | 14.55% | 1.0M | Trimmed |
| 2 | META | META PLATFORMS INC | $176.2M | 12.31% | 307,981 | Added |
| 3 | MA | MASTERCARD INCORPORATED | $112.4M | 7.85% | 225,000 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $104.6M | 7.31% | 600,000 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $100.6M | 7.03% | 350,000 | Added |
| 6 | LITE | LUMENTUM HLDGS INC | $98.4M | 6.87% | 140,000 | Added |
| 7 | CVNA | CARVANA CO | $94.3M | 6.59% | 300,000 | Added |
| 8 | VRT | VERTIV HOLDINGS CO | $87.7M | 6.13% | 350,000 | Trimmed |
| 9 | AXON | AXON ENTERPRISE INC | $84.9M | 5.93% | 200,000 | New |
| 10 | SPOT | SPOTIFY TECHNOLOGY S A | $72.7M | 5.08% | 150,000 | Added |
| 11 | KEYS | KEYSIGHT TECHNOLOGIES INC | $70.6M | 4.93% | 250,000 | New |
| 12 | AMAT | APPLIED MATLS INC | $68.4M | 4.77% | 200,000 | New |
| 13 | NET | CLOUDFLARE INC | $41.3M | 2.88% | 200,000 | New |
| 14 | FN | FABRINET | $39.1M | 2.73% | 75,000 | Trimmed |
| 15 | SITM | SITIME CORP | $31.1M | 2.17% | 90,000 | Trimmed |
| 16 | GH | GUARDANT HEALTH INC | $27.7M | 1.94% | 300,000 | Added |
| 17 | MDB | MONGODB INC | $13.5M | 0.94% | 55,000 | Trimmed |
| 18 | AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 19 | AMKR | AMKOR TECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
| 20 | WRD | WERIDE INC | $0 | 0.00% | 0 | Exited |
| 21 | ESTC | ELASTIC N V | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31