Strategy Capital LLC Q2 2021 Filing

Filed August 12, 2021

Portfolio Value

$976.7B

Holdings

9

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (9 positions)

#StockSharesValue% PortfolioType
1
SHOPSHOPIFY INC
178,978$261.5B26.77%
2
METAFACEBOOK INC
402,693$140.0B14.34%
3
TEAMATLASSIAN CORP PLC
509,134$130.8B13.39%
4
PINSPINTEREST INC
1,512,859$119.4B12.23%
5
AMZNAMAZON.COM INC
30,896$106.3B10.88%
6
NFLXNETFLIX INC
174,368$92.1B9.43%
7
NETCLOUDFLARE INC
510,107$54.0B5.53%
8
DDOGDATADOG INC
356,293$37.1B3.80%
9
ZMZOOM VIDEO COMMUNICATIONS INC
91,889$35.6B3.64%