Strategy Capital as of March 31, 2023
Portfolio Holdings for Strategy Capital
Strategy Capital holds 8 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Cl A (SHOP) | 18.3 | $115M | 2.4M | 47.94 | |
| Atlassian Corporation Cl A (TEAM) | 16.2 | $101M | 592k | 171.17 | |
| Datadog Cl A Com (DDOG) | 15.1 | $95M | 1.3M | 72.66 | |
| Amazon (AMZN) | 13.9 | $87M | 841k | 103.29 | |
| Cloudflare Cl A Com (NET) | 13.3 | $83M | 1.4M | 61.66 | |
| Crowdstrike Hldgs Cl A (CRWD) | 10.7 | $67M | 488k | 137.26 | |
| Meta Platforms Cl A (META) | 7.3 | $46M | 217k | 211.94 | |
| Axon Enterprise (AXON) | 5.2 | $32M | 144k | 224.85 |
