Strategy Capital as of Dec. 31, 2021
Portfolio Holdings for Strategy Capital
Strategy Capital holds 8 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Cap Stk Cl A (SHOP) | 25.7 | $272M | 198k | 1377.39 | |
| Atlassian Corp Cap Stk Cl A | 20.5 | $217M | 569k | 381.29 | |
| Meta Platforms Cap Stk Cl A (META) | 14.2 | $150M | 445k | 336.35 | |
| Netflix (NFLX) | 11.0 | $116M | 193k | 602.44 | |
| Amazon (AMZN) | 10.7 | $113M | 34k | 3334.34 | |
| Cloudflare Cap Stk Cl A (NET) | 7.1 | $75M | 569k | 131.50 | |
| Datadog Cap Stk Cl A (DDOG) | 6.7 | $71M | 396k | 178.11 | |
| Crowdstrike Hldgs Cl A Cap Stk Cl A (CRWD) | 4.2 | $44M | 214k | 204.75 |
