Strategy Capital LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$1.2T
Holdings
10
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AXONAXON ENTERPRISE INC | 379,949 | $225.8B | 18.37% | |
| 2 | SHOPSHOPIFY INC | 1,835,191 | $195.1B | 15.88% | |
| 3 | AMZNAMAZON COM INC | 826,844 | $181.4B | 14.76% | |
| 4 | METAMETA PLATFORMS INC | 231,201 | $135.4B | 11.01% | |
| 5 | NETCLOUDFLARE INC | 1,167,240 | $125.7B | 10.23% | |
| 6 | DDOGDATADOG INC | 815,345 | $116.5B | 9.48% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 379,507 | $74.9B | 6.10% | |
| 8 | TSLATESLA INC | 159,489 | $64.4B | 5.24% | |
| 9 | MNDYMONDAY COM LTD | 249,059 | $58.6B | 4.77% | |
| 10 | MSFTMICROSOFT ORD | 121,444 | $51.2B | 4.16% |