Styrax Capital, LP 13F Holdings

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

Filed: 2022-11-14 (Q3 2022) | Holdings: 13 | Value: $402.1M | 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
23.67%
$95.2M
+119.31%
-1.99%
+38.75%
MA - MASTERCARD INCORPORATED
17.02%
$68.4M
+61.40%
+6.82%
+15.19%
NKE - NIKE INC
8.70%
$35.0M
-30.30%
+18.41%
+1.10%
UBER - UBER TECHNOLOGIES INC
New Purchase
7.93%
$31.9M
+204.83%
+19.77%
+77.72%
OUT - OUTFRONT MEDIA INC
7.73%
$31.1M
+20.01%
+8.72%
-26.32%
PANW - PALO ALTO NETWORKS INC
Add 50% ($9.9M)
7.35%
$29.6M
+131.07%
+6.53%
+53.95%
NFLX - NETFLIX INC
New Purchase
7.04%
$28.3M
+307.59%
+16.89%
+49.40%
ESTC - ELASTIC N V
New Purchase
6.44%
$25.9M
+25.16%
-4.97%
+13.12%
MGM - MGM RESORTS INTERNATIONAL
New Purchase
6.22%
$25.0M
-0.73%
+16.27%
+6.93%
BILL - BILL COM HLDGS INC
New Purchase
4.36%
$17.5M
-64.44%
-19.39%
-53.34%
SITE - SITEONE LANDSCAPE SUPPLY INC
New Purchase
2.18%
$8.8M
-6.48%
+21.98%
+6.67%
TEAM - ATLASSIAN CORP PLC
New Purchase
1.26%
$5.1M
+33.61%
+33.37%
+33.34%
EWCZ - EUROPEAN WAX CTR INC
0.10%
$393.0K
-66.65%
+26.23%
-11.40%
EXPE - EXPEDIA GROUP INC
Reduce 100%
0.00%
$0.00
CRM - SALESFORCE INC
Reduce 100%
0.00%
$0.00