STRATEGY CAPITAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHOP | 1.83M | $271.25M |
 | NET | 1.16M | $249.55M |
 | DDOG | 808K | $115.10M |
 | AMZN | 767K | $168.37M |
 | AXON | 432K | $309.72M |
 | TSM | 378K | $105.49M |
 | MNDY | 248K | $48.07M |
 | META | 165K | $121.52M |
 | CRWD | 155K | $75.86M |
 | TSLA | 105K | $46.63M |
Shopify Inc.
SHOP
Shares Held
1.83M
Value
$271.25M
Cloudflare, Inc.
NET
Shares Held
1.16M
Value
$249.55M
Datadog, Inc.
DDOG
Shares Held
808K
Value
$115.10M
Amazon.com, Inc.
AMZN
Shares Held
767K
Value
$168.37M
Axon Enterprise, Inc.
AXON
Shares Held
432K
Value
$309.72M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
378K
Value
$105.49M
monday.com Ltd.
MNDY
Shares Held
248K
Value
$48.07M
Meta Platforms, Inc.
META
Shares Held
165K
Value
$121.52M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
155K
Value
$75.86M
Tesla, Inc.
TSLA
Shares Held
105K
Value
$46.63M