Strategy Capital as of March 31, 2019
Portfolio Holdings for Strategy Capital
Strategy Capital holds 8 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Inc cl a (SHOP) | 18.4 | $37M | 178k | 206.45 | |
| Facebook Inc cl a (META) | 16.7 | $33M | 200k | 166.69 | |
| Netflix (NFLX) | 15.6 | $31M | 87k | 356.55 | |
| Atlassian Corp Plc cl a | 15.5 | $31M | 276k | 112.39 | |
| Amazon (AMZN) | 13.7 | $27M | 15k | 1780.73 | |
| Twilio Inc cl a (TWLO) | 11.3 | $23M | 174k | 129.18 | |
| Alphabet Inc Class C cs (GOOG) | 4.4 | $8.8M | 7.5k | 1173.38 | |
| Alphabet Inc Class A cs (GOOGL) | 4.4 | $8.7M | 7.4k | 1176.90 |
