Strategy Capital LLC Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$919.9T
Holdings
10
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DDOGDATADOG INC | 1,115,780 | $135.4T | 14.72% | |
| 2 | AMZNAMAZON COM INC | 836,985 | $127.2T | 13.82% | |
| 3 | SHOPSHOPIFY INC | 1,617,859 | $126.0T | 13.70% | |
| 4 | CRWDCROWDSTRIKE HLDGS INC | 483,984 | $123.6T | 13.43% | |
| 5 | NETCLOUDFLARE INC | 1,343,254 | $111.8T | 12.16% | |
| 6 | METAMETA PLATFORMS INC | 216,088 | $76.5T | 8.31% | |
| 7 | TEAMATLASSIAN CORPORATION | 297,441 | $70.7T | 7.69% | |
| 8 | AXONAXON ENTERPRISE INC | 267,706 | $69.2T | 7.52% | |
| 9 | MNDYMONDAY COM LTD | 231,506 | $43.5T | 4.73% | |
| 10 | TSLATESLA INC | 144,675 | $35.9T | 3.91% |