13F HOLDINGS REPORT
Styrax Capital, LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001904897-23-000003
Total Value
$639.4M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 481,240 | $102.0M | 15.95% |
| 2 | AMAZON COM INC | AMZN | 962,480 | $99.4M | 15.55% |
| 3 | MASTERCARD INCORPORATED | MA | 240,614 | $87.4M | 13.67% |
| 4 | INTUIT | INTU | 108,279 | $48.3M | 7.55% |
| 5 | MERCADOLIBRE INC | MELI | 36,093 | $47.6M | 7.44% |
| 6 | NIKE INC | NKE | 360,930 | $44.3M | 6.92% |
| 7 | NETFLIX INC | NFLX | 120,310 | $41.6M | 6.50% |
| 8 | MGM RESORTS INTERNATIONAL | MGM | 902,325 | $40.1M | 6.27% |
| 9 | NVIDIA CORPORATION | NVDA | 108,279 | $30.1M | 4.70% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 300,775 | $29.5M | 4.61% |
| 11 | OUTFRONT MEDIA INC | OUT | 1,804,650 | $29.3M | 4.58% |
| 12 | SPOTIFY TECHNOLOGY S A | SPOT | 138,357 | $18.5M | 2.89% |
| 13 | LILLY ELI & CO | LLY | 36,093 | $12.4M | 1.94% |
| 14 | FIVE9 INC | FIVN | 120,310 | $8.7M | 1.36% |
| 15 | EUROPEAN WAX CTR INC | 29882P106 | 21,278 | $404,282 | 0.06% |