Styrax Capital, LP
New York NY · SEC CIK 0001904897
$15.17亿2026Q2 申报市值
18持仓数
82.1%前十大占比 · 第一大 15.7%
6 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TTMI 新建仓+$4,675.50万
RDDT 新建仓+$4,339.50万
SNOW 新建仓+$3,817.50万
HOOD 新建仓+$3,008.40万
ENTG 新建仓+$1,348.95万
2026Q2 卖出最多 按季末市值估算
META 减仓-$7,490.69万
SPOT 清仓-$7,273.65万
SITM 减仓-$5,591.70万
LITE 减仓-$4,290.30万
NET 清仓-$4,126.80万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $2.38亿 | 15.71% | 1,000,000 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $1.45亿 | 9.53% | 200,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1.25亿 | 8.25% | 350,000 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $1.20亿 | 7.92% | 600,000 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $1.17亿 | 7.73% | 350,000 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $1.12亿 | 7.39% | 200,000 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $1.03亿 | 6.77% | 200,000 | -25,000 | -11.1% | -$1,284.00万 | 减仓 |
| CVNA | CARVANA CO | $9,873.00万 | 6.51% | 1,500,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $9,857.58万 | 6.50% | 175,000 | -132,981 | -43.2% | -$7,490.69万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $8,751.75万 | 5.77% | 250,000 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $7,722.54万 | 5.09% | 90,000 | -50,000 | -35.7% | -$4,290.30万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $4,675.50万 | 3.08% | 250,000 | 250,000 | — | $4,675.50万 | 新建仓 |
| RDDT | REDDIT INC | $4,339.50万 | 2.86% | 250,000 | 250,000 | — | $4,339.50万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $3,817.50万 | 2.52% | 150,000 | 150,000 | — | $3,817.50万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $3,008.40万 | 1.98% | 300,000 | 300,000 | — | $3,008.40万 | 新建仓 |
| ENTG | ENTEGRIS INC | $1,348.95万 | 0.89% | 75,000 | 75,000 | — | $1,348.95万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $1,154.29万 | 0.76% | 10,000 | 10,000 | — | $1,154.29万 | 新建仓 |
| SITM | SITIME CORP | $1,118.34万 | 0.74% | 15,000 | -75,000 | -83.3% | -$5,591.70万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -150,000 | -100.0% | -$7,273.65万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$4,126.80万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -75,000 | -100.0% | -$3,911.40万 | 清仓 |
| GH | GUARDANT HEALTH INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$2,771.10万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -55,000 | -100.0% | -$1,346.23万 | 清仓 |