Strategy Capital LLC Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$1.0B

Holdings

10

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (10 positions)

#StockSharesValue% PortfolioType
1
CRWDCROWDSTRIKE HLDGS INC
452,323$173.3T17022165.81%
2
AMZNAMAZON COM INC
859,246$166.0T16307560.63%
3
METAMETA PLATFORMS INC
248,721$125.4T12316420.28%
4
SHOPSHOPIFY INC
1,662,057$109.8T10781289.58%
5
AXONAXON ENTERPRISE INC
363,099$106.8T10492494.27%
6
DDOGDATADOG INC
748,580$97.1T9534472.89%
7
NETCLOUDFLARE INC
1,105,610$91.6T8993766.27%
8
TSMTAIWAN SEMICONDUCTOR MFG LTD
354,060$61.5T6043709.85%
9
MNDYMONDAY COM LTD
237,731$57.2T5621110.55%
10
TSLATESLA INC
148,560$29.4T2887059.77%