Styrax Capital as of Dec. 31, 2025
Portfolio Holdings for Styrax Capital
Styrax Capital holds 17 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 18.0 | $235M | 1.0M | 230.82 | |
| Meta Platforms Cl A (META) | 14.7 | $192M | 292k | 660.09 | |
| NVIDIA Corporation (NVDA) | 11.3 | $148M | 791k | 186.50 | |
| Mastercard Incorporated Cl A (MA) | 9.9 | $129M | 226k | 570.88 | |
| Carvana Cl A (CVNA) | 7.3 | $95M | 225k | 422.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.8 | $88M | 282k | 313.00 | |
| Spotify Technology S A SHS (SPOT) | 5.0 | $66M | 113k | 580.71 | |
| Vertiv Holdings Com Cl A (VRT) | 4.9 | $64M | 395k | 162.01 | |
| Fabrinet SHS (FN) | 3.9 | $51M | 113k | 455.28 | |
| Lumentum Hldgs (LITE) | 3.8 | $50M | 135k | 368.59 | |
| Mongodb Cl A (MDB) | 3.3 | $43M | 101k | 419.69 | |
| Sitime Corp (SITM) | 2.4 | $32M | 90k | 353.19 | |
| Elastic N V Ord Shs (ESTC) | 2.3 | $30M | 394k | 75.44 | |
| Akamai Technologies (AKAM) | 2.3 | $30M | 338k | 87.25 | |
| Guardant Health (GH) | 2.2 | $29M | 282k | 102.14 | |
| Amkor Technology (AMKR) | 1.0 | $13M | 338k | 39.48 | |
| Weride Sponsored Ads (WRD) | 0.9 | $12M | 1.4M | 8.68 |
