Strategy Capital LLC Q1 2022 Filing
Filed May 13, 2022
Portfolio Value
$827.7B
Holdings
8
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TEAMATLASSIAN CORP PLC | 620,598 | $182.3B | 22.03% | |
| 2 | SHOPSHOPIFY INC | 214,873 | $145.2B | 17.55% | |
| 3 | AMZNAMAZON.COM INC | 36,956 | $120.5B | 14.55% | |
| 4 | DDOGDATADOG INC | 596,111 | $90.3B | 10.91% | |
| 5 | METAMETA PLATFORMS INC | 373,585 | $83.1B | 10.04% | |
| 6 | NETCLOUDFLARE INC | 691,076 | $82.7B | 9.99% | |
| 7 | NFLXNETFLIX INC | 165,778 | $62.1B | 7.50% | |
| 8 | CRWDCROWDSTRIKE HLDGS CL A | 270,770 | $61.5B | 7.43% |