Strategy Capital as of March 31, 2024
Portfolio Holdings for Strategy Capital
Strategy Capital holds 9 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Crowdstrike Hldgs Cl A (CRWD) | 16.1 | $158M | 494k | 320.59 | |
| Amazon (AMZN) | 15.6 | $154M | 854k | 180.38 | |
| Datadog Cl A Com (DDOG) | 14.3 | $141M | 1.1M | 123.60 | |
| Cloudflare Cl A Com (NET) | 13.5 | $133M | 1.4M | 96.83 | |
| Shopify Cl A (SHOP) | 12.9 | $127M | 1.7M | 77.17 | |
| Meta Platforms Cl A (META) | 10.9 | $107M | 220k | 485.58 | |
| Axon Enterprise (AXON) | 8.7 | $85M | 273k | 312.88 | |
| Monday SHS (MNDY) | 5.4 | $53M | 236k | 225.87 | |
| Tesla Motors (TSLA) | 2.6 | $26M | 148k | 175.79 |
