We break down the stocks Hamilton Helmer (Strategy Capital) bought, sold, and held in Q3 2024, including their holdings at the end of the quarter. All data sourced from Strategy Capital's 13F filed on November 14, 2024.
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 Q3 2024
New positions
Strategy Capital initiated a new position in Microsoft (MSFT), purchasing 125,680 shares valued at $54,080.
Bought
Strategy Capital increased their stakes in several technology holdings, with the largest additions being CrowdStrike Holdings (CRWD) (+395,461 shares), Shopify (SHOP) (+239,814 shares), and Cloudflare (NET) (+102,358 shares). The firm also added to positions in Taiwan Semiconductor (TSM) (+38,856 shares), Axon Enterprise (AXON) (+31,989 shares), Monday.com (MNDY) (+20,017 shares), and Tesla (TSLA) (+16,392 shares).
Sold
Strategy Capital reduced their holdings in three positions, with the most significant trim being Datadog (DDOG) (-509,225 shares), followed by a substantial reduction in Meta (META) (-123,041 shares), and a minor trim in Amazon (AMZN) (-3,930 shares).
New Investments in Q3 2024
| Ticker | Company | Weight | Change | Value |
|---|---|---|---|---|
| MSFT | Microsoft | 100.0% | NEW | $54.08K |
Microsoft MSFT
Hamilton Helmer bought $54.08K of Microsoft in Q3 2024. Microsoft (MSFT) demonstrated robust growth in Q1 FY2025, with revenue rising 16% YoY to $70.1 billion, driven by 22% growth in Microsoft Cloud. The company surpassed EPS estimates by 7.12% ($3.46 vs. $3.23 forecast), reflecting strong AI and cloud adoption. Shares surged 7.92% post-earnings, underscoring investor confidence in its AI-driven strategy.
- Q1 FY2025 revenue reached $70.1 billion, exceeding forecasts by 2.3%.
- Microsoft Cloud revenue grew 22% YoY to $38.9 billion, fueled by Azure and AI services.
- EPS of $3.46 outperformed expectations by 7.12%, continuing a multi-quarter beat streak.
Holdings at the end of Q3 2024
| Ticker | Company | Weight | Change | Value |
|---|---|---|---|---|
| AMZN | Amazon | 18.1% | Trimmed (-0%) | $159.37M |
| SHOP | Shopify | 17.3% | Added (+14%) | $152.42M |
| DDOG | Datadog | 15.5% | Trimmed (-68%) | $137.02M |
| NET | Cloudflare | 11.1% | Added (+9%) | $97.71M |
| CRWD | CrowdStrike Holdings | 11.1% | Added (+87%) | $97.55M |
| MNDY | Monday.com | 8.1% | Added (+8%) | $71.59M |
| TSM | Taiwan Semiconductor | 7.7% | Added (+11%) | $68.24M |
| META | Meta | 6.1% | Trimmed (-49%) | $54.08M |
| TSLA | Tesla | 4.9% | Added (+11%) | $43.16M |
| AXON | Axon Enterprise | 0.0% | Added (+9%) | $157.88K |
| MSFT | Microsoft | 0.0% | NEW | $54.08K |
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