Styrax Capital, LP
- SEC CIK
- 0001904897
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 15
- −1 vs. Q3 2023
- Portfolio value
- $1.09B
- +$249.5M (+29.9%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 481,240 | $170.3M | 15.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 992,558 | $150.8M | 13.9% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 240,614 | $102.6M | 9.5% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 162,419 | $80.4M | 7.4% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 541,395 | $79.8M | 7.4% | +300,775+125.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 210,543 | $79.2M | 7.3% | +30,078+16.7% | Added | History |
| INTUIntuit Inc. | Stock | 120,310 | $75.2M | 6.9% | +6,015+5.3% | Added | History |
| LLYEli Lilly & Co | Stock | 120,310 | $70.1M | 6.5% | 00.0% | Unchanged | History |
| CDNSCadence Design Systems Inc | Stock | 240,620 | $65.5M | 6.0% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 36,093 | $56.7M | 5.2% | 00.0% | Unchanged | History |
| MGMMGM Resorts International | Stock | 1,203,100 | $53.8M | 5.0% | +300,775+33.3% | Added | History |
| UBERUber Technologies, Inc | Stock | 842,172 | $51.9M | 4.8% | 00.0% | Unchanged | History |
| DASHDoorDash, Inc. | Stock | 391,008 | $38.7M | 3.6% | +210,543+116.7% | Added | History |
| STVNStevanato Group S.p.A. | ORD SHS | 360,930 | $9.85M | 0.9% | +236,900+191.0% | Added | History |
| EWCZEuropean Wax Center, Inc. | CLASS A COM | 21,278 | $289.2K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.