Strategy Capital LLC Q4 2019 Filing

Filed February 10, 2020

Portfolio Value

$368.7B

Holdings

6

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (6 positions)

#StockSharesValue% PortfolioType
1
SHOPSHOPIFY INC CLASS A
307,608$122.3B33.17%
2
METAFACEBOOK INC CLASS A
334,305$68.6B18.61%
3
TEAMATLASSIAN CORP PLC CLASS A
543,203$65.4B17.73%
4
AMZNAMAZON.COM INC
25,881$47.8B12.97%
5
NFLXNETFLIX INC
145,728$47.2B12.79%
6
ZMZOOM VIDEO COMMUNICATIONS-A
255,553$17.4B4.72%