Strategy Capital LLC
- SEC CIK
- 0001592413
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/13。SEC
- 持股檔數
- 11
- 較 2026 年第 1 季 0
- 總值
- $16.23 億
- 較 2026 年第 1 季 +$4 億 (+32.7%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| NETCLOUDFLARE INC | CL A COM | 1,106,100 | $2.71 億 | 16.72% | −32,517−2.9% | 減碼 | 查看 |
| AXONAXON ENTERPRISE INC | COM | 386,596 | $2.17 億 | 13.36% | −11,302−2.8% | 減碼 | 查看 |
| DDOGDATADOG INC | CL A COM | 709,850 | $1.85 億 | 11.39% | −20,846−2.9% | 減碼 | 查看 |
| SHOPSHOPIFY INC CL A SUB VTG SHS | Stock | 1,602,908 | $1.83 億 | 11.28% | −47,079−2.9% | 減碼 | 查看 |
| ALABASTERA LABS INC COM | Stock | 342,338 | $1.65 億 | 10.19% | −9,930−2.8% | 減碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 673,397 | $1.6 億 | 9.89% | −19,768−2.9% | 減碼 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 331,597 | $1.58 億 | 9.76% | −9,774−2.9% | 減碼 | 查看 |
| CRWDCROWDSTRIKE HLDGS INC CL A | Stock | 138,538 | $1.06 億 | 6.52% | −4,089−2.9% | 減碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 145,255 | $8,182.07 萬 | 5.04% | −4,302−2.9% | 減碼 | 查看 |
| NUNU HLDGS LTD | ORD SHS CL A | 4,162,373 | $5,560.93 萬 | 3.43% | −122,263−2.9% | 減碼 | 查看 |
| TSLATESLA INC COM | Stock | 93,903 | $3,949.56 萬 | 2.43% | −2,748−2.8% | 減碼 | 查看 |