Strategy Capital Q2 2021 13F Holdings

Strategy Capital Q2 2021 holdings
TickerName Value Shares↓ Weighting
SHOP SHOPIFY INCcap stk cl aAdd  $261,484
36.0%
178,978
3.0%
26.77%
2.4%
FB FACEBOOK INCcap stk cl aAdd  $140,020
32.1%
402,693
11.9%
14.34%
-0.6%
TEAM ATLASSIAN CORP PLCcap stk cl aAdd  $130,776
25.7%
509,134
3.1%
13.39%
-5.4%
PINS PINTEREST INCcap stk cl aAdd  $119,440
9.8%
1,512,859
3.0%
12.23%
-17.3%
AMZN AMAZON.COM INCAdd  $106,287
24.4%
30,896
11.9%
10.88%
-6.4%
NFLX NETFLIX INCAdd  $92,103
13.3%
174,368
11.8%
9.43%
-14.7%
NET CLOUDFLARE INCcap stk cl aNew  $53,990510,1075.53%
DDOG DATADOG INCcap stk cl aAdd  $37,082
28.7%
356,293
3.0%
3.80%
-3.1%
ZM ZOOM VIDEO COMMUNICATI...cap stk cl aAdd  $35,564
24.2%
91,889
3.1%
3.64%
-6.5%
  • Strategy Capital Q2 2021 Portfolio
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  • Quarter
    Q2 2021
  • Total value
    $977 Million
  • Holdings
    9
  • Turnover
    12.5%
  • EDGAR