Styrax Capital, LP
CIK 1904897
13F filing for Q2 2026・No. 1,985
- Holdings
- US$1.52B
- Quarter change
- +US$84.93M
- Entries
- 18
- Net bought (estimate)
- −US$143.74M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 5
- Cut 4
- Added 0
- Corporate actions 0
- Unchanged 8
Largest holdings
18 stocks worth US$1.52B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | Unchanged | 1,000,000 | US$238.34M | 15.71% |
| AMATAPPLIED MATLS INCCOM | Unchanged | 200,000 | US$144.6M | 9.53% |
| GOOGLAlphabetCAP STK CL A | Unchanged | 350,000 | US$125.08M | 8.25% |
| NVDANvidiaCOM | Unchanged | 600,000 | US$120.05M | 7.92% |
| VRTVERTIV HOLDINGS COCOM CL A | Unchanged | 350,000 | US$117.19M | 7.73% |
| AXON ENTERPRISE INCCOM | Unchanged | 200,000 | US$112.12M | 7.39% |
| MAMASTERCARD INCORPORATEDCL A | Cut | 200,000 | US$102.72M | 6.77% |
| CVNACARVANA COCL A | UnchangedSplit 5:1 | 1,500,000 | US$98.73M | 6.51% |
| METAMetaCL A | Cut | 175,000 | US$98.58M | 6.50% |
| KEYSKEYSIGHT TECHNOLOGIES INCCOM | Unchanged | 250,000 | US$87.52M | 5.77% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.