Strategy Capital LLC
Strategy Capital LLC is an SEC-registered investment adviser headquartered in Los Altos, California. The firm, founded in 2013, manages equity portfolios with approximately $1.5 billion in assets under management as of mid-2025. Specializing in public equities, Strategy Capital primarily serves institutional clients and high-net-worth individuals with a focus on concentrated positions in innovative technology and growth companies. The team is small, with around 6 employees, primarily in investment roles.
Investment Strategy
Strategy Capital LLC employs a fundamental, research-driven investment approach, focusing on concentrated positions in high-conviction public equities, primarily in the technology and disruptive growth sectors. The firm builds portfolios emphasizing long-term capital appreciation, favoring companies with sustainable competitive advantages and strong innovation potential. Their thematic allocation in 2025 centers around large-cap technology names, and they maintain low portfolio turnover, reflecting a long-term holding philosophy.
Top Holdings
Equity Positions (10)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AXON | AXON ENTERPRISE INC | 24.12% | $358.2M | 432,664 | $293.71 | $827.94 | +$140.5M |
N NET | CLOUDFLARE INC | 15.37% | $228.3M | 1,165,942 | $80.88 | $195.83 | +$102.6M |
S SHOP | SHOPIFY INC | 14.21% | $211.1M | 1,829,917 | $46.33 | $115.35 | +$43.9M |
A AMZN | AMAZON COM INC | 12.21% | $181.4M | 826,836 | $119.62 | $219.39 | +$30.9M |
M META | META PLATFORMS INC | 8.24% | $122.4M | 165,849 | $247.33 | $738.09 | -$4.8M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Los Altos, CA , United States |