0001104659-24-060954.txt : 20240514 0001104659-24-060954.hdr.sgml : 20240514 20240514095701 ACCESSION NUMBER: 0001104659-24-060954 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240514 DATE AS OF CHANGE: 20240514 EFFECTIVENESS DATE: 20240514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Strategy Capital LLC CENTRAL INDEX KEY: 0001592413 ORGANIZATION NAME: 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: 24941838 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 X0202 13F-HR LIVE false false false 0001592413 XXXXXXXX 03-31-2024 03-31-2024 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 05-14-2024 0 9 985025442 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 153999966 853753 SH SOLE 786304 0 67449 AXON ENTERPRISE INC COM 05464C101 85422811 273021 SH SOLE 251452 0 21569 CLOUDFLARE INC CL A COM 18915M107 132741923 1370876 SH SOLE 1262573 0 108303 CROWDSTRIKE HLDGS INC CL A 22788C105 158349981 493933 SH SOLE 454910 0 39023 DATADOG INC CL A COM 23804L103 140742825 1138696 SH SOLE 1048734 0 89962 META PLATFORMS INC CL A 30303M102 107034943 220427 SH SOLE 203012 0 17415 MONDAY COM LTD SHS M7S64H106 53344169 236172 SH SOLE 217513 0 18659 SHOPIFY INC CL A 82509L107 127439232 1651409 SH SOLE 1520942 0 130467 TESLA INC COM 88160R101 25949592 147617 SH SOLE 135956 0 11661