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 | $1,485,311,348 |
| Change This QTR | +1.39% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | AXON | 432,664 | $358,219,832 | +5% | 24.12% | ||
| 2. | NET | 1,165,942 | $228,326,422 | +5% | 15.37% | ||
| 3. | SHOP | 1,829,917 | $211,080,926 | +5% | 14.21% | ||
| 4. | AMZN | 826,836 | $181,399,550 | +5% | 12.21% | ||
| 5. | META | 165,849 | $122,411,489 | -25% | 8.24% |
