Strategy Capital LLC Q3 2021 Filing
Filed November 12, 2021
Portfolio Value
$1.1T
Holdings
9
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 185,052 | $250.9B | 23.83% | |
| 2 | TEAMATLASSIAN CORP PLC | 526,123 | $205.9B | 19.56% | |
| 3 | METAFACEBOOK INC | 415,900 | $141.2B | 13.40% | |
| 4 | NFLXNETFLIX INC | 180,004 | $109.9B | 10.43% | |
| 5 | AMZNAMAZON.COM INC | 31,914 | $104.8B | 9.96% | |
| 6 | PINSPINTEREST INC | 1,561,850 | $79.6B | 7.56% | |
| 7 | NETCLOUDFLARE INC | 527,958 | $59.5B | 5.65% | |
| 8 | DDOGDATADOG INC | 368,363 | $52.1B | 4.94% | |
| 9 | CRWDCROWDSTRIKE HLDGS CL A | 200,197 | $49.2B | 4.67% |