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 | $1,355,966,748 |
| Change This QTR | +0.90% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | SHOP | 1,635,575 | $263,278,508 | -11% | 19.42% | ||
| 2. | AXON | 386,742 | $219,642,384 | -11% | 16.2% | ||
| 3. | NET | 1,042,099 | $205,449,818 | -11% | 15.15% | ||
| 4. | AMZN | 687,083 | $158,592,498 | -11% | 11.7% | ||
| 5. | TSM | 338,443 | $102,849,443 | -11% | 7.58% |
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