10k reader is now part of Stratosphere.io 🎉
Hamilton Helmer profile

Hamilton Helmer | Strategy Capital Llc

Hamilton Helmer is the managing partner of Strategy Capital Llc. The 13F filing for 2022 Q1 included $827.74M in managed 13F securities and a top 10 holdings concentration of 100.00%. Strategy Capital Llc's largest holding is Atlassian Corporation Plc with shares held of 620.60K. 10kreader has 15 13F filings available for Strategy Capital Llc.

Company
Ticker
Market Value
% Portfolio
Shares
Change
Chg. Shares
Quarter End Price
Current Price
Yearly High
Yearly Low
Market Cap
% Owned
TEAM
128.44M
22.41%
685.38K
10.44%
64.78K
$187.40
$252.89
$483.13
$159.54
64.47B
0.27%
DDOG
97.38M
16.99%
1.02M
71.53%
426.39K
$95.24
$95.36
$199.675
$81.12
30.18B
0.32%
AMZN
89.09M
15.54%
838.80K
2169.72%
801.84K
$106.21
$126.28
$188.1075
$101.26
1.29T
0.01%
SHOP
87.28M
15.23%
2.79M
1200.28%
2.58M
$31.24
$33.85
$176.2918
$29.07
42.93B
0.22%
CRWD
67.91M
11.85%
402.85K
48.78%
132.08K
$168.56
$178.86
$298.48
$130
41.74B
0.17%
NET
57.86M
10.10%
1.32M
91.38%
631.51K
$43.75
$60.95
$221.64
$38.96
19.96B
0.40%
META
45.15M
7.88%
279.98K
-25.06%
-93.60K
$161.25
$149.55
$371.41
$148.7
401.92B
0.01%
NFLX
0.00%
0
Sold All
-165.78K
$235.38
$700.99
$162.71
104.67B

Holdings Breakdown

Legend
TEAM
DDOG
AMZN
SHOP
CRWD
NET
META
NFLX
Disclaimer: Investor holdings are derived from 13F filings which are required to be filed by all institutional investment managers with at least $100 million in assets under management. Limitations to this data include but are not limited to: (1) SEC does not review 13Fs for accuracy or completeness, (2) cash, foreign stocks, short positions, and a variety of other assets are not required to be reported, (3) 13Fs are often filed 45 days after the end of the quarter, by which time a manager's positions and outlook could have changed significantly, (4) the market value does not tell us at what price the manager acquired the asset, and (5) data is only available starting mid 2013. Please do your own research before drawing any conclusions from this data.