Strategy Capital LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$487.7T
Holdings
7
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 3,167,252 | $109.9T | 22.54% | |
| 2 | DDOGDATADOG INC | 1,159,712 | $85.2T | 17.48% | |
| 3 | AMZNAMAZON.COM INC | 950,896 | $79.9T | 16.38% | |
| 4 | TEAMATLASSIAN CORPORATION | 545,447 | $70.2T | 14.39% | |
| 5 | NETCLOUDFLARE INC | 1,502,330 | $67.9T | 13.93% | |
| 6 | CRWDCROWDSTRIKE HLDGS CL A | 456,508 | $48.1T | 9.85% | |
| 7 | METAMETA PLATFORMS INC | 220,316 | $26.5T | 5.44% |