Sign In
test

Michael Palazzo

Styrax Capital, Lp

Assets Managed
$1.432B
Holdings
17
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
9.71%(2Q avg: 2.85%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Styrax Capital, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 17 positions.

Assets under management

The assets under management (AUM) of Styrax Capital, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.432B in assets, with a quarterly growth rate of 9.71% and a 2-quarter average growth rate of 2.85%. The portfolio is managed by Michael Palazzo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.63%
14.55%
$208.27M
1M shares@ $208.27 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 5.67%
12.31%
$176.205M
307,981 shares@ $572.14 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -0.4%
7.86%
$112.424M
225,000 shares@ $499.66 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -24.11%
7.31%
$104.64M
600,000 shares@ $174.4 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 24.3%
7.03%
$100.646M
350,000 shares@ $287.56 avg price
LITE
Lumentum Holdings Inc
Recent Activity
Increased 3.58%
6.88%
$98.386M
140,000 shares@ $702.76 avg price
CVNA
Carvana Co
Recent Activity
Increased 33.18%
6.59%
$94.314M
300,000 shares@ $314.38 avg price
VRT
Vertiv Holdings Co-a
Recent Activity
Decreased -11.47%
6.13%
$87.703M
350,000 shares@ $250.58 avg price
AXON
Axon Enterprise Inc
Recent Activity
New Position
5.94%
$84.938M
200,000 shares@ $424.69 avg price
SPOT
Spotify Technology Sa
Recent Activity
Increased 32.46%
5.08%
$72.736M
150,000 shares@ $484.91 avg price

1-10 of 17