Strategy Capital LLC — 13F Holdings & Portfolio

CIK 1592413 · latest 13F-HR filed 2026-08-13

Strategy Capital LLC manages $1.62B in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NET (16.72%), AXON (13.36%), DDOG (11.39%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 8, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1 FIRST STREET, SUITE 13
LOS ALTOS, CA 94022
Phone
(650) 917-8700
Filing Manager
Strategy Capital LLC
LOS ALTOS, CA
Signatory
Hamilton W Helmer
Chief Investment Officer
Loading holdings…
AUM

$1.62B

Long-equity book

Holdings

11

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+0 / −0 / ↑8 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ASTERA LABS INC$126.7M +328.3%
  • DATADOG INC$98.6M +114.3%
  • CROWDSTRIKE HLDGS INC$50.0M +89.9%
  • AXON ENTERPRISE INC$47.7M +28.3%
  • TAIWAN SEMICONDUCTOR MFG LTD$43.0M +37.3%
Show all 8 →

Top Trims

  • SHOPIFY INC-$12.7M -6.5%
  • NU HLDGS LTD-$6.0M -9.7%
Show all 2 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CLOUDFLARE INC NET 18915M107 $271.3M 16.72% 1,106,100 SH
2 AXON ENTERPRISE INC AXON 05464C101 $216.7M 13.36% 386,596 SH
3 DATADOG INC DDOG 23804L103 $184.8M 11.39% 709,850 SH
4 SHOPIFY INC SHOP 82509L107 $183.0M 11.28% 1,602,908 SH
5 ASTERA LABS INC ALAB 04626A103 $165.4M 10.19% 342,338 SH
6 AMAZON COM INC AMZN 023135106 $160.5M 9.89% 673,397 SH
7 TAIWAN SEMICONDUCTOR MFG LTD TSM 874039100 $158.4M 9.76% 331,597 SH
8 CROWDSTRIKE HLDGS INC CRWD 22788C105 $105.7M 6.52% 138,538 SH
9 META PLATFORMS INC META 30303M102 $81.8M 5.04% 145,255 SH
10 NU HLDGS LTD NU G6683N103 $55.6M 3.43% 4,162,373 SH
11 TESLA INC TSLA 88160R101 $39.5M 2.43% 93,903 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $1.62B 11 0001104659-26-095355
2026-03-31 2026-05-14 $1.22B 11 0001104659-26-060537
2025-12-31 2026-02-13 $1.36B 11 0001104659-26-014672
2025-09-30 2025-11-13 $1.51B 10 0001104659-25-110905