Styrax Capital as of June 30, 2026
Portfolio Holdings for Styrax Capital
Styrax Capital holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.7 | $238M | 1.0M | 238.34 | |
| Applied Materials (AMAT) | 9.5 | $145M | 200k | 723.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.2 | $125M | 350k | 357.37 | |
| NVIDIA Corporation (NVDA) | 7.9 | $120M | 600k | 200.09 | |
| Vertiv Holdings Com Cl A (VRT) | 7.7 | $117M | 350k | 334.82 | |
| Axon Enterprise (AXON) | 7.4 | $112M | 200k | 560.61 | |
| Mastercard Incorporated Cl A (MA) | 6.8 | $103M | 200k | 513.60 | |
| Carvana Cl A (CVNA) | 6.5 | $99M | 1.5M | 65.82 | |
| Meta Platforms Cl A (META) | 6.5 | $99M | 175k | 563.29 | |
| Keysight Technologies (KEYS) | 5.8 | $88M | 250k | 350.07 | |
| Lumentum Hldgs (LITE) | 5.1 | $77M | 90k | 858.06 | |
| TTM Technologies (TTMI) | 3.1 | $47M | 250k | 187.02 | |
| Reddit Cl A (RDDT) | 2.9 | $43M | 250k | 173.58 | |
| Snowflake Com Shs (SNOW) | 2.5 | $38M | 150k | 254.50 | |
| Robinhood Mkts Com Cl A (HOOD) | 2.0 | $30M | 300k | 100.28 | |
| Entegris (ENTG) | 0.9 | $14M | 75k | 179.86 | |
| Micron Technology (MU) | 0.8 | $12M | 10k | 1154.29 | |
| Sitime Corp (SITM) | 0.7 | $11M | 15k | 745.56 |
