13F HOLDINGS REPORT
Strategy Capital LLC
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001104659-23-059452
Total Value
$626.0M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHOPIFY INC | SHOP | 2,388,293 | $114.5M | 18.29% |
| 2 | ATLASSIAN CORPORATION | TEAM | 591,906 | $101.3M | 16.18% |
| 3 | DATADOG INC | DDOG | 1,304,310 | $94.8M | 15.14% |
| 4 | AMAZON COM INC | AMZN | 840,533 | $86.8M | 13.87% |
| 5 | CLOUDFLARE INC | NET | 1,353,330 | $83.4M | 13.33% |
| 6 | CROWDSTRIKE HLDGS INC | CRWD | 487,479 | $66.9M | 10.69% |
| 7 | META PLATFORMS INC | META | 216,717 | $45.9M | 7.34% |
| 8 | AXON ENTERPRISE INC | AXON | 143,721 | $32.3M | 5.16% |