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Styrax Capital, LP

SEC CIK
0001904897
Latest filing
Aug 14, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
13
0 vs. Q3 2022
Portfolio value
$439.4M
+$37.3M (+9.3%) vs. Q3 2022
Filed
Feb 14, 2023
SEC
Holdings of Styrax Capital, LP in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MAMastercard IncStock240,614$83.7M19.0%00.0%UnchangedHistory
AMZNAmazon Com IncStock962,480$80.8M18.4%+120,310+14.3%AddedHistory
NKENIKE, Inc.Stock481,240$56.3M12.8%+60,165+14.3%AddedHistory
NFLXNetflix IncStock144,372$42.6M9.7%+24,062+20.0%AddedHistory
GOOGLAlphabet Inc.Stock421,085$37.2M8.5%+421,085NewHistory
OUTOUTFRONT Media Inc.COM2,045,222$33.9M7.7%00.0%UnchangedHistory
INTUIntuit Inc.Stock84,217$32.8M7.5%+84,217NewHistory
MGMMGM Resorts InternationalStock902,325$30.3M6.9%+60,155+7.1%AddedHistory
LLYEli Lilly & CoStock54,140$19.8M4.5%+54,140NewHistory
SITESiteOne Landscape Supply, Inc.COM144,372$16.9M3.9%+60,155+71.4%AddedHistory
HUBSHubSpot IncCOM12,031$3.48M0.8%+12,031NewHistory
DCTDuck Creek Technologies, Inc.SHS120,310$1.45M0.3%+120,310NewHistory
EWCZEuropean Wax Center, Inc.CLASS A COM21,278$264.9K0.1%00.0%UnchangedHistory

Sold out since Q3 2022 (5)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Styrax Capital, LP sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
UBERUber Technologies, IncStock1,203,100$31.9M7.9%History
PANWPalo Alto Networks IncStock180,465$29.6M7.4%History
ESTCElastic N.V.ORD SHS360,930$25.9M6.4%History
BILLBILL Holdings, Inc.Stock132,341$17.5M4.4%History
TEAMAtlassian CorpCL A24,062$5.07M1.3%History