Styrax Capital, LP
- SEC CIK
- 0001904897
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 10
- +1 vs. Q1 2025
- Portfolio value
- $1.40B
- +$331.8M (+30.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NFLXNetflix Inc | Stock | 201,975 | $270.5M | 19.3% | +1,257+0.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 355,475 | $262.4M | 18.7% | −2,950−0.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,009,874 | $221.6M | 15.8% | +6,285+0.6% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 210,053 | $161.2M | 11.5% | −5,002−2.3% | Reduced | History |
| MAMastercard Inc | Stock | 242,370 | $136.2M | 9.7% | −1,359−0.6% | Reduced | History |
| LLYEli Lilly & Co | Stock | 145,422 | $113.4M | 8.1% | +88,074+153.6% | Added | History |
| NVDANVIDIA Corp | Stock | 646,319 | $102.1M | 7.3% | +1,154+0.2% | Added | History |
| CVNACarvana Co. | CL A | 242,370 | $81.7M | 5.8% | +242,370 | New | History |
| LYVLive Nation Entertainment, Inc. | COM | 242,370 | $36.7M | 2.6% | +242,370 | New | History |
| DOCUDocuSign, Inc. | Stock | 247,111 | $19.2M | 1.4% | −613,116−71.3% | Reduced | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.