Strategy Capital as of Sept. 30, 2019
Portfolio Holdings for Strategy Capital
Strategy Capital holds 7 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Inc cl a (SHOP) | 26.8 | $89M | 286k | 311.66 | |
| Facebook Inc cl a (META) | 17.4 | $58M | 324k | 178.08 | |
| Atlassian Corp Plc cl a | 16.7 | $55M | 442k | 125.44 | |
| Amazon (AMZN) | 13.5 | $45M | 26k | 1735.94 | |
| Netflix (NFLX) | 11.6 | $39M | 144k | 267.62 | |
| Twilio Inc cl a (TWLO) | 9.2 | $31M | 279k | 109.96 | |
| Zoom Video Communications In cl a (ZM) | 4.7 | $16M | 206k | 76.20 |
