13F HOLDINGS REPORT
Strategy Capital LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001104659-23-019975
Total Value
$487.7M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHOPIFY INC | SHOP | 3,167,252 | $109.9M | 22.54% |
| 2 | DATADOG INC | DDOG | 1,159,712 | $85.2M | 17.48% |
| 3 | AMAZON.COM INC | AMZN | 950,896 | $79.9M | 16.38% |
| 4 | ATLASSIAN CORPORATION | TEAM | 545,447 | $70.2M | 14.39% |
| 5 | CLOUDFLARE INC | NET | 1,502,330 | $67.9M | 13.93% |
| 6 | CROWDSTRIKE HLDGS CL A | CRWD | 456,508 | $48.1M | 9.85% |
| 7 | META PLATFORMS INC | META | 220,316 | $26.5M | 5.44% |