Styrax Capital as of Sept. 30, 2025
Portfolio Holdings for Styrax Capital
Styrax Capital holds 9 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 19.2 | $261M | 356k | 734.38 | |
| Netflix (NFLX) | 17.8 | $242M | 202k | 1198.92 | |
| Amazon (AMZN) | 16.3 | $222M | 1.0M | 219.57 | |
| Spotify Technology S A SHS (SPOT) | 10.8 | $147M | 210k | 698.00 | |
| Mastercard Incorporated Cl A (MA) | 10.1 | $138M | 242k | 568.81 | |
| NVIDIA Corporation (NVDA) | 10.0 | $136M | 727k | 186.58 | |
| Carvana Cl A (CVNA) | 8.5 | $116M | 307k | 377.24 | |
| Mongodb Cl A (MDB) | 3.7 | $50M | 162k | 310.38 | |
| Vertiv Holdings Com Cl A (VRT) | 3.6 | $49M | 323k | 150.86 |
