Styrax Capital as of March 31, 2026
Portfolio Holdings for Styrax Capital
Styrax Capital holds 17 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 14.5 | $208M | 1.0M | 208.27 | |
| Meta Platforms Cl A (META) | 12.3 | $176M | 308k | 572.13 | |
| Mastercard Incorporated Cl A (MA) | 7.9 | $112M | 225k | 499.66 | |
| NVIDIA Corporation (NVDA) | 7.3 | $105M | 600k | 174.40 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $101M | 350k | 287.56 | |
| Lumentum Hldgs (LITE) | 6.9 | $98M | 140k | 702.76 | |
| Carvana Cl A (CVNA) | 6.6 | $94M | 300k | 314.38 | |
| Vertiv Holdings Com Cl A (VRT) | 6.1 | $88M | 350k | 250.58 | |
| Axon Enterprise (AXON) | 5.9 | $85M | 200k | 424.69 | |
| Spotify Technology S A SHS (SPOT) | 5.1 | $73M | 150k | 484.91 | |
| Keysight Technologies (KEYS) | 4.9 | $71M | 250k | 282.37 | |
| Applied Materials (AMAT) | 4.8 | $68M | 200k | 341.79 | |
| Cloudflare Cl A Com (NET) | 2.9 | $41M | 200k | 206.34 | |
| Fabrinet SHS (FN) | 2.7 | $39M | 75k | 521.52 | |
| Sitime Corp (SITM) | 2.2 | $31M | 90k | 345.35 | |
| Guardant Health (GH) | 1.9 | $28M | 300k | 92.37 | |
| Mongodb Cl A (MDB) | 0.9 | $14M | 55k | 244.77 |
