Strategy Capital as of June 30, 2023
Portfolio Holdings for Strategy Capital
Strategy Capital holds 8 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Datadog Cl A Com (DDOG) | 18.9 | $137M | 1.4M | 98.38 | |
| Shopify Cl A (SHOP) | 17.3 | $125M | 1.9M | 64.60 | |
| Amazon (AMZN) | 16.1 | $117M | 895k | 130.36 | |
| Cloudflare Cl A Com (NET) | 13.0 | $94M | 1.4M | 65.37 | |
| Atlassian Corporation Cl A (TEAM) | 10.9 | $79M | 470k | 167.81 | |
| Crowdstrike Hldgs Cl A (CRWD) | 10.5 | $76M | 518k | 146.87 | |
| Meta Platforms Cl A (META) | 9.2 | $66M | 231k | 286.98 | |
| Axon Enterprise (AXON) | 4.1 | $30M | 153k | 195.12 |
