Strategy Capital, an investment manager, specializes in identifying long-term competitive winners within complex emerging industries to achieve alpha.
Hamilton Helmer, Co-Founder and Partner at Strategy Capital brings extensive expertise to the firm. He began his career at Bain & Company and later served as a business strategist at Deep Strategy (formerly Helmer & Associates) before co-founding Strategy Capital. Hamilton earned a Ph.D. in Economics from Yale University and a B.A. in Economics from Williams College. For over a decade, he taught Business Strategy in the Economics Department at Stanford University.
As of February 2024, Strategy Capital manages assets for three clients, with discretionary assets under management (AUM) totaling $920.5 million. Their Q1 2024 13F filing reported $985.0 million in managed 13F securities, with a top 10 holdings concentration of 100.0%. Crowdstrike Holdings Inc. stands as Strategy Capital's largest holding, with 493,933 shares held.
| Fund Name: | Strategy Capital |
| Manager | Hamilton Helmer |
| Portfolio Value | $1,229,095,975 |
| Change This QTR | +1.18% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | AXON | 379,949 | $225,811,290 | -4% | 18.37% | ||
| 2. | SHOP | 1,835,191 | $195,135,859 | -4% | 15.87% | ||
| 3. | AMZN | 826,844 | $181,401,305 | -4% | 14.75% | ||
| 4. | META | 231,201 | $135,370,497 | -4% | 11.01% | ||
| 5. | NET | 1,167,240 | $125,688,404 | -4% | 10.22% |
