Strategy Capital is a focused investment firm founded by Hamilton Helmer, author of the influential business strategy book 7 Powers. The firm maintains a highly concentrated portfolio of select growth businesses with sustainable competitive advantages. Helmer's investment approach centers on identifying companies utilizing distinctive strategic frameworks to disrupt markets and capture substantial market share.
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New positions: Strategy Capital did not establish any new positions in Q4 2024.
Bought: The firm significantly increased its stake in Datadog, Inc. (DDOG) by adding 575,990 shares (241% increase) and nearly doubled its position in Meta Platforms, Inc. (META) by adding 105,521 shares.
Sold: Strategy Capital completely liquidated its position in CrowdStrike Holdings, Inc. (CRWD), selling all 847,784 shares worth approximately $97.5 million. The firm also trimmed positions in Shopify Inc. (SHOP), Cloudflare, Inc. (NET), Amazon.com, Inc. (AMZN), Axon Enterprise, Inc. (AXON), Taiwan Semiconductor Manufacturing Company Limited (TSM), monday.com Ltd. (MNDY), Tesla, Inc. (TSLA), and Microsoft Corporation (MSFT), though most of these positions still saw an increase in value despite the reduction in shares.
| Ticker | Company | Weight | Shares | Value | Q4 Return |
|---|---|---|---|---|---|
| AXON | Axon Enterprise, Inc. | 18.4% | ▼ Trimmed | $225,811,290 | + 142929.88% |
| SHOP | Shopify Inc. | 15.9% | ▼ Trimmed | $195,135,859 | + 28.03% |
| AMZN | Amazon.com, Inc. | 14.8% | ▼ Trimmed | $181,401,305 | + 113723.28% |
| META | Meta Platforms, Inc. | 11.0% | ▲ Added | $135,370,497 | + 150.31% |
| NET | Cloudflare, Inc. | 10.2% | ▼ Trimmed | $125,688,404 | + 28.63% |
| DDOG | Datadog, Inc. | 9.5% | ▲ Added | $116,504,647 | - 14.97% |
| TSM | Taiwan Semiconductor Manufacturing Company Limited | 6.1% | ▼ Trimmed | $74,948,837 | + 109736.07% |
| TSLA | Tesla, Inc. | 5.2% | ▼ Trimmed | $64,408,038 | + 149144.69% |
| MNDY | monday.com Ltd. | 4.8% | ▼ Trimmed | $58,638,451 | - 18.10% |
| MSFT | Microsoft Corporation | 4.2% | ▼ Trimmed | $51,188,647 | + 94553.56% |
| CRWD | CrowdStrike Holdings, Inc. | 0.0% | ▼ Liquidated | $0 |
