Strategy Capital LLC Q2 2024 Filing
Filed August 13, 2024
Portfolio Value
$1018.2T
Holdings
10
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRWDCROWDSTRIKE HLDGS INC | 452,323 | $173.3T | 17.02% | |
| 2 | AMZNAMAZON COM INC | 859,246 | $166.0T | 16.31% | |
| 3 | METAMETA PLATFORMS INC | 248,721 | $125.4T | 12.32% | |
| 4 | SHOPSHOPIFY INC | 1,662,057 | $109.8T | 10.78% | |
| 5 | AXONAXON ENTERPRISE INC | 363,099 | $106.8T | 10.49% | |
| 6 | DDOGDATADOG INC | 748,580 | $97.1T | 9.53% | |
| 7 | NETCLOUDFLARE INC | 1,105,610 | $91.6T | 8.99% | |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 354,060 | $61.5T | 6.04% | |
| 9 | MNDYMONDAY COM LTD | 237,731 | $57.2T | 5.62% | |
| 10 | TSLATESLA INC | 148,560 | $29.4T | 2.89% |