0001104659-19-061554.txt : 20191108 0001104659-19-061554.hdr.sgml : 20191108 20191108133950 ACCESSION NUMBER: 0001104659-19-061554 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191108 DATE AS OF CHANGE: 20191108 EFFECTIVENESS DATE: 20191108 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Strategy Capital LLC CENTRAL INDEX KEY: 0001592413 IRS NUMBER: 320027895 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19492 FILM NUMBER: 191203451 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 1 primary_doc.xml 13F-HR LIVE false false false 0001592413 XXXXXXXX 09-30-2019 09-30-2019 false Strategy Capital LLC

1 First Street, Suite 13 Los Altos CA 94022

13F HOLDINGS REPORT 028-19492 N Hamilton W Helmer 650-917-8700 /s/ Hamilton W Helmer Los Altos CA 11-08-2019 0 7 331925 INFORMATION TABLE 2 infotable.xml AMAZON.COM INC COM 023135106 44822 25820 SH SOLE 18428 0 7392 ATLASSIAN CORP PLC CLASS A CAP STK CL A G06242104 55409 441719 SH SOLE 314971 0 126748 FACEBOOK INC CLASS A CAP STK CL A 30303M102 57744 324258 SH SOLE 232008 0 92250 NETFLIX INC COM 64110L106 38586 144180 SH SOLE 102686 0 41494 SHOPIFY INC CLASS A CAP STK CL A 82509L107 88973 285481 SH SOLE 203289 0 82192 TWILIO INC A CAP STK CL A 90138F102 30661 278833 SH SOLE 198291 0 80542 ZOOM VIDEO COMMUNICATIONS-A CAP STK CL A 98980L101 15730 206427 SH SOLE 146891 0 59536