Strategy Capital LLC Q3 2024 Filing

Filed November 13, 2024

Portfolio Value

$1039.0T

Holdings

10

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (10 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
855,316$159.4T15.34%
2
AXONAXON ENTERPRISE INC
395,088$157.9T15.19%
3
SHOPSHOPIFY INC
1,901,871$152.4T14.67%
4
DDOGDATADOG INC
239,355$137.0T13.19%
5
NETCLOUDFLARE INC
1,207,968$97.7T9.40%
6
CRWDCROWDSTRIKE HLDGS INC
847,784$97.5T9.39%
7
MNDYMONDAY COM LTD
257,748$71.6T6.89%
8
TSMTAIWAN SEMICONDUCTOR MFG LTD
392,916$68.2T6.57%
9
METAMETA PLATFORMS INC
125,680$54.1T5.20%
10
TSLATESLA INC
164,952$43.2T4.15%