Universe · entity
Strategy Capital LLC
Institutional manager (13F) · CIK 1592413
13F holdings · as of 2026-03-31 · top 11 · reported portfolio $1.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CLOUDFLARE INC | $235M | 1,138,617 |
| 2 | SHOPIFY INC | $196M | 1,649,987 |
| 3 | AXON ENTERPRISE INC | $169M | 397,898 |
| 4 | AMAZON COM INC | $144M | 693,165 |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | $115M | 341,371 |
| 6 | DATADOG INC | $86M | 730,696 |
| 7 | META PLATFORMS INC | $86M | 149,557 |
| 8 | NU HLDGS LTD | $62M | 4,284,636 |
| 9 | CROWDSTRIKE HLDGS INC | $56M | 142,627 |
| 10 | ASTERA LABS INC | $39M | 352,268 |
| 11 | TESLA INC | $36M | 96,651 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.