Strategy Capital LLC Q4 2020 Filing

Filed February 12, 2021

Portfolio Value

$755.7B

Holdings

8

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (8 positions)

#StockSharesValue% PortfolioType
1
SHOPSHOPIFY INC
176,225$199.5B26.40%
2
TEAMATLASSIAN CORP PLC
500,151$117.0B15.48%
3
METAFACEBOOK INC
364,828$99.7B13.19%
4
PINSPINTEREST INC
1,487,112$98.0B12.97%
5
AMZNAMAZON.COM INC
27,991$91.2B12.06%
6
NFLXNETFLIX INC
158,021$85.4B11.31%
7
DDOGDATADOG INC
349,910$34.4B4.56%
8
ZMZOOM VIDEO COMMUNICATIONS INC
90,405$30.5B4.04%