Strategy Capital LLC Q4 2021 Filing
Filed February 11, 2022
Portfolio Value
$1.1T
Holdings
8
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 197,587 | $272.2B | 25.75% | |
| 2 | TEAMATLASSIAN CORP PLC | 568,850 | $216.9B | 20.52% | |
| 3 | METAMETA PLATFORMS INC | 445,246 | $149.8B | 14.17% | |
| 4 | NFLXNETFLIX INC | 192,601 | $116.0B | 10.98% | |
| 5 | AMZNAMAZON.COM INC | 33,900 | $113.0B | 10.69% | |
| 6 | NETCLOUDFLARE INC | 569,073 | $74.8B | 7.08% | |
| 7 | DDOGDATADOG INC | 395,919 | $70.5B | 6.67% | |
| 8 | CRWDCROWDSTRIKE HLDGS CL A | 214,261 | $43.9B | 4.15% |