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 | $1,511,558,483 |
| Change This QTR | +1.02% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | AXON | 431,577 | $309,716,918 | -1% | 20.49% | ||
| 2. | SHOP | 1,825,243 | $271,249,362 | -1% | 17.95% | ||
| 3. | NET | 1,162,938 | $249,554,865 | -1% | 16.51% | ||
| 4. | AMZN | 766,804 | $168,367,154 | -8% | 11.14% | ||
| 5. | META | 165,476 | $121,522,265 | -1% | 8.04% |
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