0001104659-22-020218.txt : 20220211 0001104659-22-020218.hdr.sgml : 20220211 20220211125838 ACCESSION NUMBER: 0001104659-22-020218 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 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: 22618822 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 12-31-2021 12-31-2021 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 02-11-2022 0 8 1057095 INFORMATION TABLE 2 infotable.xml AMAZON.COM INC COM 023135106 113034 33900 SH SOLE 29562 0 4338 ATLASSIAN CORP PLC CAP STK CL A G06242104 216896 568850 SH SOLE 495909 0 72941 CLOUDFLARE INC CAP STK CL A 18915M107 74833 569073 SH SOLE 495768 0 73305 CROWDSTRIKE HLDGS CL A CAP STK CL A 22788C105 43871 214261 SH SOLE 186786 0 27475 DATADOG INC CAP STK CL A 23804L103 70517 395919 SH SOLE 345240 0 50679 META PLATFORMS INC CAP STK CL A 30303M102 149759 445246 SH SOLE 387952 0 57294 NETFLIX INC COM 64110L106 116031 192601 SH SOLE 167958 0 24643 SHOPIFY INC CAP STK CL A 82509L107 272154 197587 SH SOLE 172447 0 25140