Hedge Fund - Strategy Capital

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Fund Profile

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Top 13F Holdings

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Last updated on February 13, 2024 based on SEC 13F filings Last update: February 13, 2024

No.	Security	Ticker	Shares	Value	Activity	% Port
1.	Datadog Inc.	DDOG	1,115,780	$135,433,377	-7%	14.72%
2.	Amazon Com Inc	AMZN	836,985	$127,171,501	-7%	13.82%
3.	Shopify Inc.	SHOP	1,617,859	$126,031,217	-7%	13.7%
4.	Crowdstrike Holdings Inc.	CRWD	483,984	$123,570,794	-7%	13.43%
5.	Cloudflare Inc.	NET	1,343,254	$111,839,328	-7%	12.15%

News, Interviews and Investor Letters

Hedge Fund and Insider Trading News: Boaz Weinstein, Christopher Hohn, Cathie Wood, David Tepper, ValueAct Capital, ExodusPoint Capital Management, Strategy Capital, Calavo Growers, Inc. (CVGW), Tidewater Inc. (TDW), and More