Styrax Capital, LP 13F Holdings

Holdings from the most recent 13F from Styrax Capital, LP

Filed: 2022-08-15 (Q2 2022) | Holdings: 8 | Value: $350.8M | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
AMZN - AMAZON COM INC
Add 2757% ($86.3M)
25.50%
$89.4M
+57.29%
-32.51%
-6.14%
MA - MASTERCARD INCORPORATED
Add 2% ($1.5M)
21.64%
$75.9M
+58.15%
-3.09%
+12.02%
PANW - PALO ALTO NETWORKS INC
Add 2% ($1.2M)
16.94%
$59.4M
+119.43%
-9.21%
+22.11%
NKE - NIKE INC
Add 2% ($853.9K)
12.27%
$43.0M
-34.89%
-8.98%
-7.00%
OUT - OUTFRONT MEDIA INC
Add 2% ($687.7K)
9.88%
$34.7M
+12.66%
-7.82%
-39.13%
CRM - SALESFORCE INC
Reduce 53% $(28.4M)
7.16%
$25.1M
+37.08%
-18.16%
+9.20%
EXPE - EXPEDIA GROUP INC
Reduce 18% $(5.1M)
6.50%
$22.8M
+58.84%
-13.91%
-5.34%
EWCZ - EUROPEAN WAX CTR INC
Add 2% ($7.5K)
0.11%
$375.0K
-76.97%
-37.30%
-21.02%
ABNB - AIRBNB INC
Reduce 100%
0.00%
$0.00
MDB - MONGODB INC
Reduce 100%
0.00%
$0.00
BILL - BILL COM HLDGS INC
Reduce 100%
0.00%
$0.00