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 | $1,622,734,177 |
| Change This QTR | +1.33% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | NET | 1,106,100 | $271,304,208 | -3% | 16.72% | ||
| 2. | AXON | 386,596 | $216,729,584 | -3% | 13.36% | ||
| 3. | DDOG | 709,850 | $184,816,546 | -3% | 11.39% | ||
| 4. | SHOP | 1,602,908 | $183,020,035 | -3% | 11.28% | ||
| 5. | ALAB | 342,338 | $165,356,101 | -3% | 10.19% |
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