Strategy Capital, an investment manager, specializes in identifying long-term competitive winners within complex emerging industries to achieve alpha.
Hamilton Helmer, Co-Founder and Partner at Strategy Capital brings extensive expertise to the firm. He began his career at Bain & Company and later served as a business strategist at Deep Strategy (formerly Helmer & Associates) before co-founding Strategy Capital. Hamilton earned a Ph.D. in Economics from Yale University and a B.A. in Economics from Williams College. For over a decade, he taught Business Strategy in the Economics Department at Stanford University.
As of February 2024, Strategy Capital manages assets for three clients, with discretionary assets under management (AUM) totaling $920.5 million. Their Q1 2024 13F filing reported $985.0 million in managed 13F securities, with a top 10 holdings concentration of 100.0%. Crowdstrike Holdings Inc. stands as Strategy Capital's largest holding, with 493,933 shares held.
| Fund Name: | Strategy Capital |
| Manager | Hamilton Helmer |
| Portfolio Value | $1,047,618,383 |
| Change This QTR | +0.85% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | AXON | 406,647 | $213,875,990 | +8% | 20.42% | ||
| 2. | SHOP | 1,720,486 | $164,272,003 | -7% | 15.68% | ||
| 3. | AMZN | 776,951 | $147,822,697 | -7% | 14.11% | ||
| 4. | META | 216,857 | $124,987,700 | -7% | 11.93% | ||
| 5. | NET | 1,095,921 | $123,499,337 | -7% | 11.79% |
