Strategy Capital Q4 2020 13F Holdings

Strategy Capital Q4 2020 holdings
TickerName Value Shares↓ Weighting
SHOP SHOPIFY INCcap stk cl aReduce  $199,478
0.2%
176,225
-9.4%
26.40%
-6.9%
TEAM ATLASSIAN CORP PLCcap stk cl aAdd  $116,970
32.4%
500,151
2.9%
15.48%
22.9%
FB FACEBOOK INCcap stk cl aReduce  $99,657
-12.3%
364,828
-15.9%
13.19%
-18.6%
PINS PINTEREST INCcap stk cl aAdd  $98,001
64.3%
1,487,112
3.5%
12.97%
52.6%
AMZN AMAZON.COM INCAdd  $91,164
6.6%
27,991
3.1%
12.06%
-1.0%
NFLX NETFLIX INCAdd  $85,447
11.3%
158,021
2.9%
11.31%
3.3%
DDOG DATADOG INCcap stk cl aNew  $34,445349,9104.56%
ZM ZOOM VIDEO COMMUNICATI...cap stk cl aReduce  $30,495
-61.2%
90,405
-46.0%
4.04%
-64.0%