Strategy Capital as of Dec. 31, 2020
Portfolio Holdings for Strategy Capital
Strategy Capital holds 8 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Cap Stk Cl A (SHOP) | 26.4 | $200M | 176k | 1131.95 | |
| Atlassian Corp Cap Stk Cl A | 15.5 | $117M | 500k | 233.87 | |
| Facebook Cap Stk Cl A (META) | 13.2 | $100M | 365k | 273.16 | |
| Pinterest Cap Stk Cl A (PINS) | 13.0 | $98M | 1.5M | 65.90 | |
| Amazon (AMZN) | 12.1 | $91M | 28k | 3256.90 | |
| Netflix (NFLX) | 11.3 | $85M | 158k | 540.73 | |
| Datadog Cap Stk Cl A (DDOG) | 4.6 | $34M | 350k | 98.44 | |
| Zoom Video Communications Cap Stk Cl A (ZM) | 4.0 | $31M | 90k | 337.32 |
