13F HOLDINGS REPORT
Strategy Capital LLC
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001104659-24-060954
Total Value
$985.0M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CROWDSTRIKE HLDGS INC | CRWD | 493,933 | $158.3M | 16.08% |
| 2 | AMAZON COM INC | AMZN | 853,753 | $154.0M | 15.63% |
| 3 | DATADOG INC | DDOG | 1,138,696 | $140.7M | 14.29% |
| 4 | CLOUDFLARE INC | NET | 1,370,876 | $132.7M | 13.48% |
| 5 | SHOPIFY INC | SHOP | 1,651,409 | $127.4M | 12.94% |
| 6 | META PLATFORMS INC | META | 220,427 | $107.0M | 10.87% |
| 7 | AXON ENTERPRISE INC | AXON | 273,021 | $85.4M | 8.67% |
| 8 | MONDAY COM LTD | MNDY | 236,172 | $53.3M | 5.42% |
| 9 | TESLA INC | TSLA | 147,617 | $25.9M | 2.63% |