Stock Taper 
STRATEGY CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Nu Holdings Ltd. | NU | 4.16M | $55.61M |
 Shopify Inc. | SHOP | 1.6M | $183.02M |
 Cloudflare, Inc. | NET | 1.11M | $271.3M |
 Datadog, Inc. | DDOG | 709.85K | $184.82M |
 Amazon.com, Inc. | AMZN | 673.4K | $160.5M |
 Axon Enterprise, Inc. | AXON | 386.6K | $216.73M |
 Astera Labs, Inc. Common Stock | ALAB | 342.34K | $165.36M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 331.6K | $158.36M |
 Meta Platforms, Inc. | META | 145.25K | $81.82M |
 CrowdStrike Holdings, Inc. | CRWD | 138.54K | $105.72M |
 Tesla, Inc. | TSLA | 93.9K | $39.5M |