You're signed outSign in or to get full access.
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.
Latest 13F Filing Activity
Strategy Capital LLC filed their most recent 13F report on Jun 30, 2025 disclosing 10 equity positions with a total 13F market value of $1B. The fund increased holdings in Axon Enterprise Inc., Cloudflare Inc., Shopify Inc. among other positions. Strategy Capital LLC reduced exposure to Meta Platforms Inc., Tesla Inc., Microsoft Ord among others.
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 (3)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Los Altos, CA , United States | |
 | Incoming Investment Banking Analyst | Holmdel, NJ , United States | |
L Lawrence Tint | Managing Director | Atherton, CA , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more