Strategy Capital LLC Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$237.0B
Holdings
8
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC CLASS A | 184,145 | $55.3B | 23.32% | |
| 2 | METAFACEBOOK INC CLASS A | 206,764 | $39.9B | 16.84% | |
| 3 | TEAMATLASSIAN CORP PLC CLASS A | 285,395 | $37.3B | 15.76% | |
| 4 | NFLXNETFLIX INC | 90,218 | $33.1B | 13.98% | |
| 5 | AMZNAMAZON.COM INC | 15,899 | $30.1B | 12.70% | |
| 6 | TWLOTWILIO INC A | 180,069 | $24.6B | 10.36% | |
| 7 | GOOGALPHABET INC CL C | 7,732 | $8.4B | 3.53% | |
| 8 | GOOGLALPHABET INC CL A | 7,666 | $8.3B | 3.50% |