Strategy Capital

Strategy Capital as of March 31, 2020

Portfolio Holdings for Strategy Capital

Strategy Capital holds 6 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Shopify Inc cl a (SHOP) 24.1 $99M 237k 416.93
Atlassian Corp Plc cl a 19.9 $82M 594k 137.26
Facebook Inc cl a (META) 14.9 $61M 366k 166.80
Netflix (NFLX) 14.6 $60M 160k 375.50
Amazon (AMZN) 13.5 $55M 28k 1949.71
Zoom Video Communications In cl a (ZM) 13.1 $54M 368k 146.12