We break down the stocks Hamilton Helmer (Strategy Capital) bought, sold, and held in Q1 2025, including their holdings at the end of the quarter. All data sourced from Strategy Capital's 13F filed on May 15, 2025.
Who are Hamilton Helmer and Strategy Capital?
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.
Strategycapital.com
Wikipedia on Hamilton Helmer
7 Powers (Book)
Portfolio Changes in Q1 2025
New Positions
Strategy Capital did not open any new positions during Q1 2025.
Bought
The firm increased its stake in Axon Enterprise, Inc. (AXON) by 26,698 shares (+7.03%), demonstrating confidence despite the position's 5.29% decline in value over the quarter.
Sold
Strategy Capital reduced exposure across nine holdings with approximately 6% stake reductions across the board, including Shopify Inc. (SHOP) (-114,705 shares), Cloudflare, Inc. (NET) (-71,319 shares), Datadog, Inc. (DDOG) (-53,736 shares), Amazon.com, Inc. (AMZN) (-49,893 shares), Taiwan Semiconductor Manufacturing Company Limited (TSM) (-23,656 shares), monday.com Ltd. (MNDY) (-15,121 shares), Meta Platforms, Inc. (META) (-14,344 shares), Tesla, Inc. (TSLA) (-9,575 shares), and Microsoft Corporation (MSFT) (-7,445 shares), with particularly significant value declines in TSLA (-39.68%) and DDOG (-35.14%).
Holdings at the end of Q1 2025
| Ticker | Company | Weight | Change | Value |
|---|---|---|---|---|
| AXON | Axon Enterprise, Inc. | 20.4% | Bought | $213,875,990 |
| SHOP | Shopify Inc. | 15.7% | Sold | $164,272,003 |
| AMZN | Amazon.com, Inc. | 14.1% | Sold | $147,822,697 |
| META | Meta Platforms, Inc. | 11.9% | Sold | $124,987,700 |
| NET | Cloudflare, Inc. | 11.8% | Sold | $123,499,337 |
| DDOG | Datadog, Inc. | 7.2% | Sold | $75,559,229 |
| TSM | Taiwan Semiconductor Manufacturing Company Limited | 5.6% | Sold | $59,071,266 |
| MNDY | monday.com Ltd. | 5.4% | Sold | $56,884,364 |
| MSFT | Microsoft Corporation | 4.1% | Sold | $42,794,085 |
| TSLA | Tesla, Inc. | 3.7% | Sold | $38,851,712 |
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