Styrax Capital, LP Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$1.1T

Holdings

15

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (15 positions)

#StockSharesValue% PortfolioType
1
METAMETA PLATFORMS INC
481,240$170.3B15.70%
2
AMZNAMAZON COM INC
992,558$150.8B13.90%
3
MAMASTERCARD INCORPORATED
240,614$102.6B9.46%
4
NVDANVIDIA CORPORATION
162,419$80.4B7.41%
5
AMDADVANCED MICRO DEVICES INC
541,395$79.8B7.35%
6
MSFTMICROSOFT CORP
210,543$79.2B7.30%
7
INTUINTUIT
120,310$75.2B6.93%
8
LLYELI LILLY & CO
120,310$70.1B6.46%
9
CDNSCADENCE DESIGN SYSTEM INC
240,620$65.5B6.04%
10
MLB1MERCADOLIBRE INC
36,093$56.7B5.23%
11
MGMMGM RESORTS INTERNATIONAL
1,203,100$53.8B4.95%
12
UBERUBER TECHNOLOGIES INC
842,172$51.9B4.78%
13
DASHDOORDASH INC
391,008$38.7B3.56%
14
STVNSTEVANATO GROUP S P A
360,930$9.8B0.91%
15
EWCZEUROPEAN WAX CTR INC
21,278$289.2M0.03%