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Styrax Capital, LP 13F Holdings
Holdings from the most recent 13F from Styrax Capital, LP
Filed: 2025-08-14 (Q2 2025) | Holdings: 10 | Value: $1.4B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| NFLX - NETFLIX INC | Add 1% ($1.7M) | 19.25% | $270.5M | -30.76% | -10.63% | ||
| META - META PLATFORMS INC | Reduce 1% $(2.2M) | 18.68% | $262.4M | -23.45% | -23.18% | ||
| AMZN - AMAZON COM INC | Add 1% ($1.4M) | 15.77% | $221.6M | +15.65% | +0.12% | ||
| SPOT - SPOTIFY TECHNOLOGY S A | Reduce 2% $(3.8M) | 11.47% | $161.2M | -42.14% | -11.64% | ||
| MA - MASTERCARD INCORPORATED | Reduce 1% $(763.7K) | 9.69% | $136.2M | -14.52% | -8.11% | ||
| LLY - ELI LILLY & CO | Add 154% ($68.7M) | 8.07% | $113.4M | +39.73% | +47.39% | ||
| NVDA - NVIDIA CORPORATION | 7.27% | $102.1M | +20.67% | +2.60% | |||
| CVNA - CARVANA CO | New Purchase | 5.81% | $81.7M | +10.75% | -6.11% | ||
| LYV - LIVE NATION ENTERTAINMENT IN | New Purchase | 2.61% | $36.7M | +0.37% | -18.46% | ||
| DOCU - DOCUSIGN INC | Reduce 71% $(47.8M) | 1.37% | $19.2M | -34.19% | -6.44% | ||
| TWLO - TWILIO INC | Reduce 100% | 0.00% | $0.00 | ||||