13F HOLDINGS REPORT
Styrax Capital, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001904897-25-000014
Total Value
$1.36B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 355,475 | $261.1M | 19.20% |
| 2 | NETFLIX INC | NFLX | 201,975 | $242.2M | 17.81% |
| 3 | AMAZON COM INC | AMZN | 1,009,874 | $221.7M | 16.31% |
| 4 | SPOTIFY TECHNOLOGY S A | SPOT | 210,053 | $146.6M | 10.78% |
| 5 | MASTERCARD INCORPORATED | MA | 242,370 | $137.9M | 10.14% |
| 6 | NVIDIA CORPORATION | NVDA | 727,109 | $135.7M | 9.98% |
| 7 | CARVANA CO | CVNA | 307,001 | $115.8M | 8.52% |
| 8 | MONGODB INC | MDB | 161,579 | $50.2M | 3.69% |
| 9 | VERTIV HOLDINGS CO | VRT | 323,160 | $48.8M | 3.59% |