Styrax Capital as of Sept. 30, 2023
Portfolio Holdings for Styrax Capital
Styrax Capital holds 16 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 17.3 | $145M | 481k | 300.21 | |
| Amazon (AMZN) | 15.1 | $126M | 993k | 127.12 | |
| Mastercard Incorporated Cl A (MA) | 11.4 | $95M | 241k | 395.91 | |
| NVIDIA Corporation (NVDA) | 8.5 | $71M | 162k | 434.99 | |
| Eli Lilly & Co. (LLY) | 7.7 | $65M | 120k | 537.13 | |
| Intuit (INTU) | 7.0 | $58M | 114k | 510.94 | |
| Microsoft Corporation (MSFT) | 6.8 | $57M | 181k | 315.75 | |
| Cadence Design Systems (CDNS) | 6.7 | $56M | 241k | 234.30 | |
| MercadoLibre (MELI) | 5.5 | $46M | 36k | 1267.88 | |
| Uber Technologies (UBER) | 4.6 | $39M | 842k | 45.99 | |
| MGM Resorts International. (MGM) | 4.0 | $33M | 902k | 36.76 | |
| Advanced Micro Devices (AMD) | 3.0 | $25M | 241k | 102.82 | |
| Doordash Cl A (DASH) | 1.7 | $14M | 181k | 79.47 | |
| Stevanato Group S P A Ord Shs (STVN) | 0.4 | $3.7M | 124k | 29.72 | |
| Live Nation Entertainment (LYV) | 0.2 | $2.0M | 24k | 83.04 | |
| European Wax Ctr Class A Com (EWCZ) | 0.0 | $345k | 21k | 16.20 |
