Styrax Capital, Lp Top Holdings and 13F Report (2026) About Styrax Capital, LpInvestment ActivityStyrax Capital, Lp has $1.52 billion in total holdings as of June 30, 2026.Styrax Capital, Lp owns shares of 18 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 17.30% of the portfolio was purchased this quarter.About 25.11% of the portfolio was sold this quarter.This quarter, Styrax Capital, Lp has purchased 17 new stocks and bought additional shares in 1 stock.Styrax Capital, Lp sold shares of 4 stocks and completely divested from 5 stocks this quarter.Largest Holdings Amazon.com $238,340,000Applied Materials $144,600,000Alphabet $125,079,500NVIDIA $120,054,000Vertiv $117,187,000 Largest New Holdings this Quarter 87305R109 - TTM Technologies $46,755,000 Holding75734B100 - REDDIT INC $43,395,000 Holding833445109 - Snowflake $38,175,000 Holding770700102 - Robinhood Markets $30,084,000 Holding29362U104 - Entegris $13,489,500 Holding Largest Purchases this Quarter Carvana 1,200,000 shares (about $78.98M)TTM Technologies 250,000 shares (about $46.76M)REDDIT INC 250,000 shares (about $43.40M)Snowflake 150,000 shares (about $38.18M)Robinhood Markets 300,000 shares (about $30.08M) Largest Sales this Quarter Meta Platforms 132,981 shares (about $74.91M)SiTime 75,000 shares (about $55.92M)Lumentum 50,000 shares (about $42.90M)Mastercard 25,000 shares (about $12.84M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStyrax Capital, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$238,340,0000.0%1,000,00015.7%Consumer DiscretionaryAMATApplied Materials$144,600,0000.0%200,0009.5%TechnologyGOOGLAlphabet$125,079,5000.0%350,0008.2%Communication ServicesNVDANVIDIA$120,054,0000.0%600,0007.9%TechnologyVRTVertiv$117,187,0000.0%350,0007.7%IndustrialsAXONAxon Enterprise$112,122,0000.0%200,0007.4%IndustrialsMAMastercard$102,720,000$12,840,000 â–¼-11.1%200,0006.8%FinanceCVNACarvana$98,730,000$78,984,000 â–²400.0%1,500,0006.5%Consumer DiscretionaryMETAMeta Platforms$98,575,750$74,906,867 â–¼-43.2%175,0006.5%Communication ServicesKEYSKeysight Technologies$87,517,5000.0%250,0005.8%TechnologyLITELumentum$77,225,400$42,903,000 â–¼-35.7%90,0005.1%TechnologyTTMITTM Technologies$46,755,000$46,755,000 â–²New Holding250,0003.1%TechnologyREDDIT INC$43,395,000$43,395,000 â–²New Holding250,0002.9%CL ASNOWSnowflake$38,175,000$38,175,000 â–²New Holding150,0002.5%TechnologyHOODRobinhood Markets$30,084,000$30,084,000 â–²New Holding300,0002.0%FinanceENTGEntegris$13,489,500$13,489,500 â–²New Holding75,0000.9%TechnologyMUMicron Technology$11,542,900$11,542,900 â–²New Holding10,0000.8%TechnologySITMSiTime$11,183,400$55,917,000 â–¼-83.3%15,0000.7%TechnologySPOTSpotify Technology$0$72,736,500 â–¼-100.0%00.0%Communication ServicesNETCloudflare$0$41,268,000 â–¼-100.0%00.0%TechnologyFNFabrinet$0$39,114,000 â–¼-100.0%00.0%TechnologyGHGuardant Health$0$27,711,000 â–¼-100.0%00.0%HealthcareMDBMongoDB$0$13,462,350 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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