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 | $1,018,235,508 |
| Change This QTR | +1.03% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | CRWD | 452,323 | $173,325,650 | -9% | 17.02% | ||
| 2. | AMZN | 859,246 | $166,049,290 | +1% | 16.3% | ||
| 3. | META | 248,721 | $125,410,102 | +13% | 12.31% | ||
| 4. | SHOP | 1,662,057 | $109,778,864 | +1% | 10.78% | ||
| 5. | AXON | 363,099 | $106,838,249 | +33% | 10.49% |
