Strategy Capital as of Dec. 31, 2022
Portfolio Holdings for Strategy Capital
Strategy Capital holds 7 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Cap Stk Cl A (SHOP) | 22.5 | $110M | 3.2M | 34.71 | |
| Datadog Cap Stk Cl A (DDOG) | 17.5 | $85M | 1.2M | 73.50 | |
| Amazon (AMZN) | 16.4 | $80M | 951k | 84.00 | |
| Atlassian Corporation Cap Stk Cl A (TEAM) | 14.4 | $70M | 545k | 128.68 | |
| Cloudflare Cap Stk Cl A (NET) | 13.9 | $68M | 1.5M | 45.21 | |
| Crowdstrike Hldgs Cl A Cap Stk Cl A (CRWD) | 9.9 | $48M | 457k | 105.29 | |
| Meta Platforms Cap Stk Cl A (META) | 5.4 | $27M | 220k | 120.34 |
