Strategy Capital LLC Q3 2019 Filing

Filed November 8, 2019

Portfolio Value

$331.9B

Holdings

7

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (7 positions)

#StockSharesValue% PortfolioType
1
SHOPSHOPIFY INC CLASS A
285,481$89.0B26.81%
2
METAFACEBOOK INC CLASS A
324,258$57.7B17.40%
3
TEAMATLASSIAN CORP PLC CLASS A
441,719$55.4B16.69%
4
AMZNAMAZON.COM INC
25,820$44.8B13.50%
5
NFLXNETFLIX INC
144,180$38.6B11.62%
6
TWLOTWILIO INC A
278,833$30.7B9.24%
7
ZMZOOM VIDEO COMMUNICATIONS-A
206,427$15.7B4.74%