Styrax Capital, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.3T
Holdings
17
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 1,016,611 | $234.7B | 17.98% | |
| 2 | METAMETA PLATFORMS INC | 291,469 | $192.4B | 14.74% | |
| 3 | NVDANVIDIA CORPORATION | 790,697 | $147.5B | 11.30% | |
| 4 | MAMASTERCARD INCORPORATED | 225,912 | $129.0B | 9.88% | |
| 5 | CVNACARVANA CO | 225,272 | $95.1B | 7.28% | |
| 6 | GOOGLALPHABET INC | 281,589 | $88.1B | 6.75% | |
| 7 | SPOTSPOTIFY TECHNOLOGY S A | 113,242 | $65.8B | 5.04% | |
| 8 | VRTVERTIV HOLDINGS CO | 395,347 | $64.0B | 4.91% | |
| 9 | FNFABRINET | 112,957 | $51.4B | 3.94% | |
| 10 | LITELUMENTUM HLDGS INC | 135,163 | $49.8B | 3.82% | |
| 11 | MDBMONGODB INC | 101,372 | $42.5B | 3.26% | |
| 12 | SITMSITIME CORP | 90,108 | $31.8B | 2.44% | |
| 13 | ESTCELASTIC N V | 394,225 | $29.7B | 2.28% | |
| 14 | AKAMAKAMAI TECHNOLOGIES INC | 337,908 | $29.5B | 2.26% | |
| 15 | GHGUARDANT HEALTH INC | 281,589 | $28.8B | 2.20% | |
| 16 | AMKRAMKOR TECHNOLOGY INC | 337,908 | $13.3B | 1.02% | |
| 17 | WRDWERIDE INC | 1,358,902 | $11.8B | 0.90% |