13F HOLDINGS REPORT
Strategy Capital LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001104659-23-117598
Total Value
$716.8M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 893,268 | $113.6M | 15.84% |
| 2 | DATADOG INC | DDOG | 1,191,300 | $108.5M | 15.14% |
| 3 | SHOPIFY INC | SHOP | 1,727,456 | $94.3M | 13.15% |
| 4 | CLOUDFLARE INC | NET | 1,435,382 | $90.5M | 12.62% |
| 5 | CROWDSTRIKE HLDGS INC | CRWD | 516,716 | $86.5M | 12.07% |
| 6 | META PLATFORMS INC | META | 230,394 | $69.2M | 9.65% |
| 7 | ATLASSIAN CORPORATION | TEAM | 317,228 | $63.9M | 8.92% |
| 8 | AXON ENTERPRISE INC | AXON | 268,446 | $53.4M | 7.45% |
| 9 | MONDAY COM LTD | MNDY | 232,162 | $37.0M | 5.16% |