Styrax Capital, LP
13F filer · CIK 1904897 · New York, NY
Summary
Styrax Capital, LP reported $1.52B across 18 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are AMZN (15.7%), AMAT (9.5%), GOOGL (8.2%). Versus 2026 Q1, leaving options aside, it opened 6 new positions, added to 1, trimmed 4 and sold out of 5.
Reported value$1.52B
Positions18
Report period2026 Q2
FiledAug 14, 2026
New positions6
Added1
Trimmed4
Sold out5
Top 18 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 15.7%Value $238.34MPrice $246.67Shares 1.00MSince Jun 30 +3.50%
Weight 9.5%Value $144.60MPrice $512.01Shares 200KSince Jun 30 -29.18%
Weight 8.2%Value $125.08MPrice $340.92Shares 350KSince Jun 30 -4.60%
Weight 7.9%Value $120.05MPrice $227.21Shares 600KSince Jun 30 +13.55%
Weight 7.7%Value $117.19MPrice $248.34Shares 350KSince Jun 30 -25.83%
Weight 7.4%Value $112.12MPrice $419.58Shares 200KSince Jun 30 -25.16%
Weight 6.8%Value $102.72MPrice $563.58Shares 200K -11.11%Since Jun 30 +9.73%
Weight 6.5%Value $98.73MPrice $63.62Shares 1.50M +400.00%Since Jun 30 -3.34%
Weight 6.5%Value $98.58MPrice $738.79Shares 175K -43.18%Since Jun 30 +31.16%
Weight 5.8%Value $87.52MPrice $360.65Shares 250KSince Jun 30 +3.02%
Weight 5.1%Value $77.23MPrice $973.49Shares 90K -35.71%Since Jun 30 +13.45%
Weight 3.1%Value $46.76MPrice $122.80Shares 250KSince Jun 30 -34.34%
Weight 2.9%Value $43.40MPrice $145.36Shares 250KSince Jun 30 -16.26%
Weight 2.5%Value $38.17MPrice $330.31Shares 150KSince Jun 30 +29.79%
Weight 2.0%Value $30.08MPrice $116.22Shares 300KSince Jun 30 +15.90%
Weight 0.9%Value $13.49MPrice $154.77Shares 75KSince Jun 30 -13.95%
Weight 0.8%Value $11.54MPrice $1065Shares 10KSince Jun 30 -7.73%
Weight 0.7%Value $11.18MPrice $651.43Shares 15K -83.33%Since Jun 30 -12.63%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 15.7% | $238.34M | +3.50% | — | Hold | |
| 9.5% | $144.60M | -29.18% | — | Hold | |
| 8.2% | $125.08M | -4.60% | — | Hold | |
| 7.9% | $120.05M | +13.55% | — | Hold | |
| 7.7% | $117.19M | -25.83% | — | Hold | |
| 7.4% | $112.12M | -25.16% | — | Hold | |
| 6.8% | $102.72M | +9.73% | -11.11% | Trim | |
| 6.5% | $98.73M | -3.34% | +400.00% | Add | |
| 6.5% | $98.58M | +31.16% | -43.18% | Trim | |
| 5.8% | $87.52M | +3.02% | — | Hold | |
| 5.1% | $77.23M | +13.45% | -35.71% | Trim | |
| 3.1% | $46.76M | -34.34% | — | New | |
| 2.9% | $43.40M | -16.26% | — | New | |
| 2.5% | $38.17M | +29.79% | — | New | |
| 2.0% | $30.08M | +15.90% | — | New | |
| 0.9% | $13.49M | -13.95% | — | New | |
| 0.8% | $11.54M | -7.73% | — | New | |
| 0.7% | $11.18M | -12.63% | -83.33% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.