13F HOLDINGS REPORT
Styrax Capital, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001904897-25-000012
Total Value
$1.40B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NETFLIX INC | NFLX | 201,975 | $270.5M | 19.25% |
| 2 | META PLATFORMS INC | META | 355,475 | $262.4M | 18.68% |
| 3 | AMAZON COM INC | AMZN | 1,009,874 | $221.6M | 15.77% |
| 4 | SPOTIFY TECHNOLOGY S A | SPOT | 210,053 | $161.2M | 11.47% |
| 5 | MASTERCARD INCORPORATED | MA | 242,370 | $136.2M | 9.69% |
| 6 | ELI LILLY & CO | LLY | 145,422 | $113.4M | 8.07% |
| 7 | NVIDIA CORPORATION | NVDA | 646,319 | $102.1M | 7.27% |
| 8 | CARVANA CO | CVNA | 242,370 | $81.7M | 5.81% |
| 9 | LIVE NATION ENTERTAINMENT IN | LYV | 242,370 | $36.7M | 2.61% |
| 10 | DOCUSIGN INC | DOCU | 247,111 | $19.2M | 1.37% |