Strategy Capital as of March 31, 2022
Portfolio Holdings for Strategy Capital
Strategy Capital holds 8 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Atlassian Corp Cap Stk Cl A | 22.0 | $182M | 621k | 293.83 | |
| Shopify Cap Stk Cl A (SHOP) | 17.5 | $145M | 215k | 675.96 | |
| Amazon (AMZN) | 14.6 | $121M | 37k | 3259.93 | |
| Datadog Cap Stk Cl A (DDOG) | 10.9 | $90M | 596k | 151.47 | |
| Meta Platforms Cap Stk Cl A (META) | 10.0 | $83M | 374k | 222.36 | |
| Cloudflare Cap Stk Cl A (NET) | 10.0 | $83M | 691k | 119.70 | |
| Netflix (NFLX) | 7.5 | $62M | 166k | 374.59 | |
| Crowdstrike Hldgs Cl A Cap Stk Cl A (CRWD) | 7.4 | $62M | 271k | 227.08 |
