Strategy Capital LLC Q2 2023 Filing

Filed August 11, 2023

Portfolio Value

$723.3T

Holdings

8

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (8 positions)

#StockSharesValue% PortfolioType
1
DDOGDATADOG INC
1,388,943$136.6T18.89%
2
SHOPSHOPIFY INC
1,932,944$124.9T17.26%
3
AMZNAMAZON COM INC
895,410$116.7T16.14%
4
NETCLOUDFLARE INC
1,438,734$94.1T13.00%
5
TEAMATLASSIAN CORPORATION
469,726$78.8T10.90%
6
CRWDCROWDSTRIKE HLDGS INC
517,936$76.1T10.52%
7
METAMETA PLATFORMS INC
230,945$66.3T9.16%
8
AXONAXON ENTERPRISE INC
153,026$29.9T4.13%