Holdings
Strategy Capital LLC
As of Jun 30, 2026, Strategy Capital LLC reported 11 positions worth US$1.62B. Largest: Cloudflare, Inc., Axon Enterprise, Inc. and Datadog, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Cloudflare, Inc. | 1.11M | US$271M | −32,517 | Jun 30, 2026 |
| Axon Enterprise, Inc. | 387K | US$217M | −11,302 | Jun 30, 2026 |
| Datadog, Inc. | 710K | US$185M | −20,846 | Jun 30, 2026 |
| Shopify Inc. | 1.6M | US$183M | −47,079 | Jun 30, 2026 |
| Astera Labs, Inc. | 342K | US$165M | −9,930 | Jun 30, 2026 |
| Amazon.com, Inc. | 673K | US$160M | −19,768 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 332K | US$158M | −9,774 | Jun 30, 2026 |
| Crowdstrike Holdings, Inc. | 139K | US$106M | −4,089 | Jun 30, 2026 |
| Meta Platforms, Inc. | 145K | US$81.8M | −4,302 | Jun 30, 2026 |
| Nu Holdings Ltd. | 4.16M | US$55.6M | −122K | Jun 30, 2026 |