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 | $1,222,995,313 |
| Change This QTR | +0.90% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | NET | 1,138,617 | $234,942,232 | +10% | 19.21% | ||
| 2. | SHOP | 1,649,987 | $195,721,458 | +1% | 16% | ||
| 3. | AXON | 397,898 | $168,983,302 | +3% | 13.82% | ||
| 4. | AMZN | 693,165 | $144,365,475 | +1% | 11.8% | ||
| 5. | TSM | 341,371 | $115,366,329 | +1% | 9.43% |
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