Strategy Capital LLC Q1 2021 Filing

Filed May 14, 2021

Portfolio Value

$735.3B

Holdings

8

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (8 positions)

#StockSharesValue% PortfolioType
1
SHOPSHOPIFY INC
173,763$192.3B26.15%
2
PINSPINTEREST INC
1,468,796$108.7B14.79%
3
METAFACEBOOK INC
359,974$106.0B14.42%
4
TEAMATLASSIAN CORP PLC
493,652$104.0B14.15%
5
AMZNAMAZON.COM INC
27,621$85.5B11.62%
6
NFLXNETFLIX INC
155,897$81.3B11.06%
7
DDOGDATADOG INC
345,783$28.8B3.92%
8
ZMZOOM VIDEO COMMUNICATIONS INC
89,127$28.6B3.89%