Strategy Capital LLC Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$985.0T

Holdings

9

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (9 positions)

#StockSharesValue% PortfolioType
1
CRWDCROWDSTRIKE HLDGS INC
493,933$158.3T16.08%
2
AMZNAMAZON COM INC
853,753$154.0T15.63%
3
DDOGDATADOG INC
1,138,696$140.7T14.29%
4
NETCLOUDFLARE INC
1,370,876$132.7T13.48%
5
SHOPSHOPIFY INC
1,651,409$127.4T12.94%
6
METAMETA PLATFORMS INC
220,427$107.0T10.87%
7
AXONAXON ENTERPRISE INC
273,021$85.4T8.67%
8
MNDYMONDAY COM LTD
236,172$53.3T5.42%
9
TSLATESLA INC
147,617$25.9T2.63%