Styrax Capital, LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$1.4T
Holdings
18
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 481,240 | $233.7B | 16.81% | |
| 2 | AMZNAMAZON COM INC | 992,558 | $179.0B | 12.88% | |
| 3 | NVDANVIDIA CORPORATION | 162,419 | $146.8B | 10.56% | |
| 4 | MAMASTERCARD INCORPORATED | 240,614 | $115.9B | 8.33% | |
| 5 | NFLXNETFLIX INC | 162,419 | $98.6B | 7.09% | |
| 6 | AMDADVANCED MICRO DEVICES INC | 541,395 | $97.7B | 7.03% | |
| 7 | LLYELI LILLY & CO | 120,310 | $93.6B | 6.73% | |
| 8 | MSFTMICROSOFT CORP | 210,543 | $88.6B | 6.37% | |
| 9 | CDNSCADENCE DESIGN SYSTEM INC | 270,698 | $84.3B | 6.06% | |
| 10 | MLB1MERCADOLIBRE INC | 36,093 | $54.6B | 3.93% | |
| 11 | DASHDOORDASH INC | 391,008 | $53.8B | 3.87% | |
| 12 | ENQENTEGRIS INC | 300,774 | $42.3B | 3.04% | |
| 13 | INTUINTUIT | 60,155 | $39.1B | 2.81% | |
| 14 | STVNSTEVANATO GROUP S P A | 911,430 | $29.3B | 2.10% | |
| 15 | DHRDANAHER CORPORATION | 90,233 | $22.5B | 1.62% | |
| 16 | ARMKARAMARK | 244,384 | $7.9B | 0.57% | |
| 17 | VSTSVESTIS CORPORATION | 122,192 | $2.4B | 0.17% | |
| 18 | EWCZEUROPEAN WAX CTR INC | 21,278 | $276.2M | 0.02% |