We break down the stocks Hamilton Helmer (Strategy Capital) bought, sold, and held in Q4 2024, including their holdings at the end of the quarter. All data sourced from Strategy Capital's 13F filed on February 13, 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 Q4 2024
New positions
Strategy Capital did not establish any new positions during Q4 2024.
Bought
Strategy Capital significantly increased their stakes in Datadog (DDOG) by adding 575,990 shares and Meta (META) by adding 105,521 shares, representing substantial builds to existing positions.
Sold
Strategy Capital completely liquidated their position in CrowdStrike Holdings (CRWD), selling all 847,784 shares worth $97.5 million, while also trimming positions across multiple holdings including Shopify (SHOP), Cloudflare (NET), Amazon (AMZN), Axon Enterprise (AXON), Taiwan Semiconductor (TSM), Monday.com (MNDY), Tesla (TSLA), and Microsoft (MSFT).
Holdings at the end of Q4 2024
| Ticker | Company | Weight | Change | Value |
|---|---|---|---|---|
| AXON | Axon Enterprise | 18.4% | Trimmed (-4%) | $225.81M |
| SHOP | Shopify | 15.9% | Trimmed (-4%) | $195.14M |
| AMZN | Amazon | 14.8% | Trimmed (-3%) | $181.4M |
| META | Meta | 11.0% | Added (+84%) | $135.37M |
| NET | Cloudflare | 10.2% | Trimmed (-3%) | $125.69M |
| DDOG | Datadog | 9.5% | Added (+241%) | $116.5M |
| TSM | Taiwan Semiconductor | 6.1% | Trimmed (-3%) | $74.95M |
| TSLA | Tesla | 5.2% | Trimmed (-3%) | $64.41M |
| MNDY | Monday.com | 4.8% | Trimmed (-3%) | $58.64M |
| MSFT | Microsoft | 4.2% | Trimmed (-3%) | $51.19M |
| CRWD | CrowdStrike Holdings | 0.0% | Exited | $0 |
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