Strategy Capital LLC

CIK 1592413 · View on SEC EDGAR ↗

Portfolio value
$1.6B
#1,763 of 9,443 by 13F value · top 18.7%
Positions
11
As of
June 30, 2026

Portfolio value QoQ: +32.7% 13F does not disclose cash

Top 10 holdings weight
97.57%
Top 25 holdings weight
100.00%
Positions above 1%
11
Effective number of positions
9.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $47,623,387

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 84.6% still held

New positions
0
Increased
0
Decreased
11
Closed
1
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Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+34.1%
S&P 500 total return (same window)
+28.1%
Excess return
+6.0%

Annualized: +21.7% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Technology
65.9%
Industrials
13.4%
Retail
9.9%
Communication Services
5.0%
Financials
3.4%
Consumer Discretionary
2.4%

Full portfolio 11 positions

Type Streak 8Q trend
NET Cloudflare, Inc. Class A Common Stock $271,304,208 16.72% 1,106,100 $36,361,976 Down ×1
AXON Axon Enterprise, Inc. - Common Stock $216,729,584 13.36% 386,596 $47,746,282 Down ×1
DDOG Datadog, Inc. - Class A Common Stock $184,816,546 11.39% 709,850 $98,557,883 Down ×1
SHOP Shopify Inc. - Class A Subordinate Voting Shares $183,020,035 11.28% 1,602,908 $-12,701,423 Down ×1
ALAB Astera Labs, Inc. - Common Stock $165,356,101 10.19% 342,338 $126,747,528 Down ×1
AMZN Amazon.com, Inc. - Common Stock $160,497,441 9.89% 673,397 $16,131,966 Down ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $158,360,779 9.76% 331,597 $42,994,450 Down ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $105,723,889 6.52% 138,538 $50,040,882 Down ×1
META Meta Platforms, Inc. - Class A Common Stock $81,820,689 5.04% 145,255 $-3,745,357 Down ×1
NU Nu Holdings Ltd. Class A Ordinary Shares $55,609,303 3.43% 4,162,373 $-5,960,916 Down ×1
TSLA Tesla, Inc. - Common Stock $39,495,602 2.43% 93,903 $3,565,593 Down ×1

Top movers (QoQ)

Security Action Shares Δ Value Δ
ALAB Trimmed -10K +$126.7M
DDOG Trimmed -21K +$98.6M
CRWD Trimmed -4K +$50.0M
AXON Trimmed -11K +$47.7M
TSM Trimmed -10K +$43.0M
NET Trimmed -33K +$36.4M
AMZN Trimmed -20K +$16.1M
SHOP Trimmed -47K -$12.7M
NU Trimmed -122K -$6.0M
META Trimmed -4K -$3.7M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
MSFT Sept. 30, 2025 121,298 $60,334,838 -6.7%
MNDY March 31, 2026 222,388 $32,815,573 32.3%