Hamilton Helmer
Strategy Capital LLC
·
CIK
1592413
Investor and author known for his "7 Powers Framework" for business strategy, focusing on identifying businesses with strong and enduring competitive advantages.
13 Aug 2024
Last Update
AUM
$1.02BHoldings
10ROI %
41.15%QoQ%
0.46%Avg. Holding Period
2y
Sector Breakdown
Top Investments
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Discover the most recent trades made by this Billionaire.
Performance
Holdings
S&P 500
Stocks
10
Options
0
Ticker
Name
Shares
Shares value
% Portfolio
Change
Change %
History
Avg. Buy Price
Current price
Report Date
CRWD
Crowdstrike Holdings Inc
452.32K
$173.33M
17.02%
-41.61K
-8.42%
$203.54(88.26%)
$383.19
30 Jun 2024
AMZN
Amazon.com Inc
859.25K
$166.05M
16.31%
5.49K
0.64%
$114.83(68.29%)
$193.25
30 Jun 2024
META
Meta Platforms Inc.
248.72K
$125.41M
12.32%
28.29K
12.84%
$247.04(104.10%)
$504.22
30 Jun 2024
SHOP
Shopify Inc
1.66M
$109.78M
10.78%
10.65K
0.64%
$37.9(74.27%)
$66.05
30 Jun 2024
AXON
Axon Enterprise Inc.
363.1K
$106.84M
10.49%
90.08K
32.99%
$234.39(25.53%)
$294.24
30 Jun 2024
DDOG
Datadog Inc
748.58K
$97.08M
9.53%
-390.12K
-34.26%
$103.6(25.18%)
$129.69
30 Jun 2024
NET
Cloudflare Inc
1.11M
$91.58M
8.99%
-265.27K
-19.35%
$75.24(10.09%)
$82.83
30 Jun 2024
TSM
Taiwan Semiconductor Manufacturing
354.06K
$61.54M
6.04%
354.06K
New
$173.81(0.00%)
$173.81
30 Jun 2024
MNDY
Monday.Com Ltd
237.73K
$57.24M
5.62%
1.56K
0.66%
$161.07(49.48%)
$240.76
30 Jun 2024
TSLA
Tesla Inc
148.56K
$29.4M
2.89%
943
0.64%
$74.85(164.37%)
$197.88
30 Jun 2024
