StockDriftsStockDriftsTop 17 Styrax Capital Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 14.55% | 1.00M | $208.3M | -1.63%(-16.61K) | $149.54(+76.64%) | 2026-03-31 | |
| META | META PLATFORMS INC | 12.31% | 308.0K | $176.2M | +5.67%(+16.51K) | $192.50(+219.09%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 7.85% | 225.0K | $112.4M | -0.40%(-912) | $360.06(+37.25%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.31% | 600.0K | $104.6M | -24.12%(-190.70K) | $93.86(+140.06%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 7.03% | 350.0K | $100.6M | +24.29%(+68.41K) | $282.40(+40.51%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 6.87% | 140.0K | $98.4M | +3.58%(+4.84K) | $274.98(+253.01%) | 2026-03-31 | |
| CVNA | CARVANA CO | 6.59% | 300.0K | $94.3M | +33.17%(+74.73K) | $308.64(-78.24%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 6.13% | 350.0K | $87.7M | -11.47%(-45.35K) | $142.70(+159.94%) | 2026-03-31 | |
| AXON | AXON ENTERPRISE INC | 5.93% | 200.0K | $84.9M | new | $496.31(-21.04%) | 2026-03-31 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 5.08% | 150.0K | $72.7M | +32.46%(+36.76K) | $263.34(+65.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.02% | +109.80% |
| Top 20 Holdings Unweighted | +25.67% | +98.46% |
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