Strategy Capital LLC Q1 2019 Filing
Filed May 14, 2019
Portfolio Value
$199.5B
Holdings
8
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC CLASS A | 177,916 | $36.7B | 18.41% | |
| 2 | METAFACEBOOK INC CLASS A | 199,767 | $33.3B | 16.69% | |
| 3 | NFLXNETFLIX INC | 87,255 | $31.1B | 15.60% | |
| 4 | TEAMATLASSIAN CORP PLC CLASS A | 275,856 | $31.0B | 15.54% | |
| 5 | AMZNAMAZON.COM INC | 15,369 | $27.4B | 13.72% | |
| 6 | TWLOTWILIO INC A | 173,939 | $22.5B | 11.26% | |
| 7 | GOOGALPHABET INC CL C | 7,475 | $8.8B | 4.40% | |
| 8 | GOOGLALPHABET INC CL A | 7,411 | $8.7B | 4.37% |