13F HOLDINGS REPORT
Styrax Capital, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001904897-26-000003
Total Value
$1.31B
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 1,016,611 | $234.7M | 17.98% |
| 2 | META PLATFORMS INC | META | 291,469 | $192.4M | 14.74% |
| 3 | NVIDIA CORPORATION | NVDA | 790,697 | $147.5M | 11.30% |
| 4 | MASTERCARD INCORPORATED | MA | 225,912 | $129.0M | 9.88% |
| 5 | CARVANA CO | CVNA | 225,272 | $95.1M | 7.28% |
| 6 | ALPHABET INC | GOOG | 281,589 | $88.1M | 6.75% |
| 7 | SPOTIFY TECHNOLOGY S A | SPOT | 113,242 | $65.8M | 5.04% |
| 8 | VERTIV HOLDINGS CO | VRT | 395,347 | $64.1M | 4.91% |
| 9 | FABRINET | FN | 112,957 | $51.4M | 3.94% |
| 10 | LUMENTUM HLDGS INC | LITE | 135,163 | $49.8M | 3.82% |
| 11 | MONGODB INC | MDB | 101,372 | $42.5M | 3.26% |
| 12 | SITIME CORP | SITM | 90,108 | $31.8M | 2.44% |
| 13 | ELASTIC N V | ESTC | 394,225 | $29.7M | 2.28% |
| 14 | AKAMAI TECHNOLOGIES INC | AKAM | 337,908 | $29.5M | 2.26% |
| 15 | GUARDANT HEALTH INC | GH | 281,589 | $28.8M | 2.20% |
| 16 | AMKOR TECHNOLOGY INC | AMKR | 337,908 | $13.3M | 1.02% |
| 17 | WERIDE INC | WRDIF | 1,358,902 | $11.8M | 0.90% |