0001104659-25-071663.txt : 20250729 0001104659-25-071663.hdr.sgml : 20250729 20250729143157 ACCESSION NUMBER: 0001104659-25-071663 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250729 DATE AS OF CHANGE: 20250729 EFFECTIVENESS DATE: 20250729 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Strategy Capital LLC CENTRAL INDEX KEY: 0001592413 ORGANIZATION NAME: EIN: 320027895 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-19492 FILM NUMBER: 251160574 BUSINESS ADDRESS: STREET 1: 1 FIRST STREET, SUITE 13 CITY: LOS ALTOS STATE: CA ZIP: 94022 BUSINESS PHONE: 650-917-8700 MAIL ADDRESS: STREET 1: 1 FIRST STREET, SUITE 13 CITY: LOS ALTOS STATE: CA ZIP: 94022 13F-HR/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false false 0001592413 XXXXXXXX 03-31-2025 03-31-2025 true 1 RESTATEMENT false Strategy Capital LLC

1 First Street, Suite 13 Los Altos CA 94022

13F HOLDINGS REPORT 028-19492 000169007 801-114124 N Hamilton W Helmer 650-917-8700 /s/ Hamilton W Helmer Los Altos CA 07-29-2025 0 10 1066399355 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 150472829 790880 SH SOLE 739398 0 51482 AXON ENTERPRISE INC COM 05464C101 217710166 413937 SH SOLE 387016 0 26921 CLOUDFLARE INC CL A COM 18915M107 125713357 1115568 SH SOLE 1042962 0 72606 DATADOG INC CL A COM 23804L103 76913545 775260 SH SOLE 724840 0 50420 META PLATFORMS INC CL A 30303M102 127228588 220745 SH SOLE 206381 0 14364 MICROSOFT ORD COM 594918104 43561382 116043 SH SOLE 108491 0 7552 MONDAY COM LTD SHS M7S64H106 57904177 238132 SH SOLE 222632 0 15500 SHOPIFY INC CL A 82509L107 167216797 1751328 SH SOLE 1637373 0 113955 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 60130180 362230 SH SOLE 338659 0 23571 TESLA INC COM 88160R101 39548334 152602 SH SOLE 142668 0 9934