Strategy Capital as of June 30, 2024
Portfolio Holdings for Strategy Capital
Strategy Capital holds 10 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Crowdstrike Hldgs Cl A (CRWD) | 17.0 | $173M | 452k | 383.19 | |
| Amazon (AMZN) | 16.3 | $166M | 859k | 193.25 | |
| Meta Platforms Cl A (META) | 12.3 | $125M | 249k | 504.22 | |
| Shopify Cl A (SHOP) | 10.8 | $110M | 1.7M | 66.05 | |
| Axon Enterprise (AXON) | 10.5 | $107M | 363k | 294.24 | |
| Datadog Cl A Com (DDOG) | 9.5 | $97M | 749k | 129.69 | |
| Cloudflare Cl A Com (NET) | 9.0 | $92M | 1.1M | 82.83 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.0 | $62M | 354k | 173.81 | |
| Monday SHS (MNDY) | 5.6 | $57M | 238k | 240.76 | |
| Tesla Motors (TSLA) | 2.9 | $29M | 149k | 197.88 |
