0001104659-22-059836.txt : 20220513 0001104659-22-059836.hdr.sgml : 20220513 20220513070358 ACCESSION NUMBER: 0001104659-22-059836 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Strategy Capital LLC CENTRAL INDEX KEY: 0001592413 IRS NUMBER: 320027895 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19492 FILM NUMBER: 22920210 BUSINESS ADDRESS: STREET 1: 1 FIRST STREET, SUITE 13 CITY: LOS ALTOS STATE: CA ZIP: 94022 BUSINESS PHONE: 650-917-8700 MAIL ADDRESS: STREET 1: 1 FIRST STREET, SUITE 13 CITY: LOS ALTOS STATE: CA ZIP: 94022 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001592413 XXXXXXXX 03-31-2022 03-31-2022 false Strategy Capital LLC

1 First Street, Suite 13 Los Altos CA 94022

13F HOLDINGS REPORT 028-19492 N Hamilton W Helmer 650-917-8700 /s/ Hamilton W Helmer Los Altos CA 05-05-2022 0 8 827738 INFORMATION TABLE 2 infotable.xml AMAZON.COM INC COM 023135106 120474 36956 SH SOLE 32618 0 4338 ATLASSIAN CORP PLC CAP STK CL A G06242104 182350 620598 SH SOLE 547657 0 72941 CLOUDFLARE INC CAP STK CL A 18915M107 82722 691076 SH SOLE 609906 0 81170 CROWDSTRIKE HLDGS CL A CAP STK CL A 22788C105 61486 270770 SH SOLE 238968 0 31802 DATADOG INC CAP STK CL A 23804L103 90293 596111 SH SOLE 526088 0 70023 META PLATFORMS INC CAP STK CL A 30303M102 83070 373585 SH SOLE 329714 0 43871 NETFLIX INC COM 64110L106 62098 165778 SH SOLE 146312 0 19466 SHOPIFY INC CAP STK CL A 82509L107 145245 214873 SH SOLE 189651 0 25222