13F HOLDINGS REPORT
Strategy Capital LLC
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001104659-24-088928
Total Value
$1.02B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CROWDSTRIKE HLDGS INC | CRWD | 452,323 | $173.3M | 17.02% |
| 2 | AMAZON COM INC | AMZN | 859,246 | $166.0M | 16.31% |
| 3 | META PLATFORMS INC | META | 248,721 | $125.4M | 12.32% |
| 4 | SHOPIFY INC | SHOP | 1,662,057 | $109.8M | 10.78% |
| 5 | AXON ENTERPRISE INC | AXON | 363,099 | $106.8M | 10.49% |
| 6 | DATADOG INC | DDOG | 748,580 | $97.1M | 9.53% |
| 7 | CLOUDFLARE INC | NET | 1,105,610 | $91.6M | 8.99% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 354,060 | $61.5M | 6.04% |
| 9 | MONDAY COM LTD | MNDY | 237,731 | $57.2M | 5.62% |
| 10 | TESLA INC | TSLA | 148,560 | $29.4M | 2.89% |