Styrax Capital, Lp Top Holdings and 13F Report (2026) About Styrax Capital, LpInvestment ActivityStyrax Capital, Lp has $1.43 billion in total holdings as of March 31, 2026.Styrax Capital, Lp owns shares of 17 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 23.79% of the portfolio was purchased this quarter.About 11.46% of the portfolio was sold this quarter.This quarter, Styrax Capital, Lp has purchased 17 new stocks and bought additional shares in 6 stocks.Styrax Capital, Lp sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings Amazon.com $208,270,000Meta Platforms $176,205,170Mastercard $112,423,500NVIDIA $104,640,000Alphabet $100,646,000 Largest New Holdings this Quarter 05464C101 - Axon Enterprise $84,938,000 Holding49338L103 - Keysight Technologies $70,592,500 Holding038222105 - Applied Materials $68,358,000 Holding18915M107 - Cloudflare $41,268,000 Holding Largest Purchases this Quarter Axon Enterprise 200,000 shares (about $84.94M)Keysight Technologies 250,000 shares (about $70.59M)Applied Materials 200,000 shares (about $68.36M)Cloudflare 200,000 shares (about $41.27M)Carvana 74,728 shares (about $23.49M) Largest Sales this Quarter NVIDIA 190,697 shares (about $33.26M)Fabrinet 37,957 shares (about $19.80M)Vertiv 45,347 shares (about $11.36M)MongoDB 46,372 shares (about $11.35M)Amazon.com 16,611 shares (about $3.46M) 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$208,270,000$3,459,573 â–¼-1.6%1,000,00014.5%Retail/WholesaleMETAMeta Platforms$176,205,170$9,447,011 â–²5.7%307,98112.3%Computer and TechnologyMAMastercard$112,423,500$455,690 â–¼-0.4%225,0007.9%Business ServicesNVDANVIDIA$104,640,000$33,257,557 â–¼-24.1%600,0007.3%Computer and TechnologyGOOGLAlphabet$100,646,000$19,672,267 â–²24.3%350,0007.0%Computer and TechnologyLITELumentum$98,386,400$3,399,250 â–²3.6%140,0006.9%Computer and TechnologyCVNACarvana$94,314,000$23,492,989 â–²33.2%300,0006.6%Retail/WholesaleVRTVertiv$87,703,000$11,363,051 â–¼-11.5%350,0006.1%Computer and TechnologyAXONAxon Enterprise$84,938,000$84,938,000 â–²New Holding200,0005.9%AerospaceSPOTSpotify Technology$72,736,500$17,824,322 â–²32.5%150,0005.1%Computer and TechnologyKEYSKeysight Technologies$70,592,500$70,592,500 â–²New Holding250,0004.9%Computer and TechnologyAMATApplied Materials$68,358,000$68,358,000 â–²New Holding200,0004.8%Computer and TechnologyNETCloudflare$41,268,000$41,268,000 â–²New Holding200,0002.9%Computer and TechnologyFNFabrinet$39,114,000$19,795,335 â–¼-33.6%75,0002.7%Computer and TechnologySITMSiTime$31,081,500$37,298 â–¼-0.1%90,0002.2%Computer and TechnologyGHGuardant Health$27,711,000$1,700,624 â–²6.5%300,0001.9%MedicalMDBMongoDB$13,462,350$11,350,474 â–¼-45.7%55,0000.9%Computer and TechnologyESTCElastic$0$29,740,334 â–¼-100.0%00.0%Computer and TechnologyAKAMAkamai Technologies$0$29,482,473 â–¼-100.0%00.0%Computer and TechnologyAMKRAmkor Technology$0$13,340,608 â–¼-100.0%00.0%Computer and TechnologyWERIDE INC$0$11,795,269 â–¼-100.0%00.0%SPONSORED ADSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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