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Livermore
Livermore
ZHEN

Styrax Capital, LP

SEC CIK
0001904897
Latest filing
Aug 14, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
15
0 vs. Q1 2023
Portfolio value
$854.9M
+$215.4M (+33.7%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of Styrax Capital, LP in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
METAMeta Platforms, Inc.Stock481,240$138.1M16.2%00.0%UnchangedHistory
AMZNAmazon Com IncStock992,558$129.4M15.1%+30,078+3.1%AddedHistory
MAMastercard IncStock240,614$94.6M11.1%00.0%UnchangedHistory
NFLXNetflix IncStock192,496$84.8M9.9%+72,186+60.0%AddedHistory
NVDANVIDIA CorpStock162,419$68.7M8.0%+54,140+50.0%AddedHistory
MSFTMicrosoft CorpStock150,388$51.2M6.0%+150,388NewHistory
MELIMercadolibre IncCOM42,109$49.9M5.8%+6,016+16.7%AddedHistory
CDNSCadence Design Systems IncStock192,496$45.1M5.3%+192,496NewHistory
WDAYWorkday, Inc.CL A180,465$40.8M4.8%+180,465NewHistory
MGMMGM Resorts InternationalStock902,325$39.6M4.6%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock342,884$39.1M4.6%+42,109+14.0%AddedHistory
LLYEli Lilly & CoStock60,155$28.2M3.3%+24,062+66.7%AddedHistory
NKENIKE, Inc.Stock240,620$26.6M3.1%−120,310−33.3%ReducedHistory
DASHDoorDash, Inc.Stock240,620$18.4M2.2%+240,620NewHistory
EWCZEuropean Wax Center, Inc.CLASS A COM21,278$396.4K<0.1%00.0%UnchangedHistory

Sold out since Q1 2023 (4)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Styrax Capital, LP sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
INTUIntuit Inc.Stock108,279$48.3M7.5%History
OUTOUTFRONT Media Inc.COM1,804,650$29.3M4.6%History
SPOTSpotify Technology S.A.Stock138,357$18.5M2.9%History
FIVNFive9, Inc.COM120,310$8.70M1.4%History