Skip to main content
Livermore
Livermore
ZHEN

Styrax Capital, LP

SEC CIK
0001904897
Latest filing
Aug 14, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
15
+2 vs. Q4 2022
Portfolio value
$639.4M
+$200.0M (+45.5%) vs. Q4 2022
Filed
May 15, 2023
SEC
Holdings of Styrax Capital, LP in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
METAMeta Platforms, Inc.Stock481,240$102.0M16.0%+481,240NewHistory
AMZNAmazon Com IncStock962,480$99.4M15.5%00.0%UnchangedHistory
MAMastercard IncStock240,614$87.4M13.7%00.0%UnchangedHistory
INTUIntuit Inc.Stock108,279$48.3M7.5%+24,062+28.6%AddedHistory
MELIMercadolibre IncCOM36,093$47.6M7.4%+36,093NewHistory
NKENIKE, Inc.Stock360,930$44.3M6.9%−120,310−25.0%ReducedHistory
NFLXNetflix IncStock120,310$41.6M6.5%−24,062−16.7%ReducedHistory
MGMMGM Resorts InternationalStock902,325$40.1M6.3%00.0%UnchangedHistory
NVDANVIDIA CorpStock108,279$30.1M4.7%+108,279NewHistory
AMDAdvanced Micro Devices IncStock300,775$29.5M4.6%+300,775NewHistory
OUTOUTFRONT Media Inc.COM1,804,650$29.3M4.6%−240,572−11.8%ReducedHistory
SPOTSpotify Technology S.A.Stock138,357$18.5M2.9%+138,357NewHistory
LLYEli Lilly & CoStock36,093$12.4M1.9%−18,047−33.3%ReducedHistory
FIVNFive9, Inc.COM120,310$8.70M1.4%+120,310NewHistory
EWCZEuropean Wax Center, Inc.CLASS A COM21,278$404.3K0.1%00.0%UnchangedHistory

Sold out since Q4 2022 (4)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Styrax Capital, LP sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
GOOGLAlphabet Inc.Stock421,085$37.2M8.5%History
SITESiteOne Landscape Supply, Inc.COM144,372$16.9M3.9%History
HUBSHubSpot IncCOM12,031$3.48M0.8%History
DCTDuck Creek Technologies, Inc.SHS120,310$1.45M0.3%History