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Strategy Capital LLC
kapitalforvalter · portefølje $1.62 mia. · 11 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 13.08.2026; ændring — mod 31.03.2026 · 11
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i kvartalet |
|---|---|---|---|---|
| Cloudflare Inc US:NET | 1 106 100 | $271 mio. | 16.72% | −32 517 |
| Axon Enterprise Inc. US:AXON | 386 596 | $217 mio. | 13.36% | −11 302 |
| Datadog, Inc. US:DDOG | 709 850 | $185 mio. | 11.39% | −20 846 |
| Shopify Inc US:SHOP | 1 602 908 | $183 mio. | 11.28% | −47 079 |
| Astera Labs, Inc. US:ALAB | 342 338 | $165 mio. | 10.19% | −9 930 |
| Amazon.com, Inc. US:AMZN | 673 397 | $160 mio. | 9.89% | −19 768 |
| Taiwan Semiconductor Manufac… US:TSM | 331 597 | $158 mio. | 9.76% | −9 774 |
| CrowdStrike Holdings, Inc. US:CRWD | 138 538 | $106 mio. | 6.52% | −4 089 |
| Meta Platforms, Inc. US:META | 145 255 | $81.8 mio. | 5.04% | −4 302 |
| NU HLDGS LTD CUSIP G6683N103 | 4 162 373 | $55.6 mio. | 3.43% | −122 263 |
| Tesla, Inc. US:TSLA | 93 903 | $39.5 mio. | 2.43% | −2 748 |
annonce