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 ago 2024
Última Actualización
Activos Bajo Gestión
$1.02BValores en cartera
10ROI %
41.15%QoQ%
0.46%Periodo Promedio de Tenencia
2y
Asignación por Sector
Communication Services
Technology
Consumer Cyclical
Healthcare
Consumer Discretionary
Industrials
Actividad de Operaciones
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Descubre las operaciones más recientes realizadas por este Multimillonario.
Ticker
Nombre
Actividad
Comparte
Precio
Acciones Totales
Trimestre
Fecha de presentación
Forma
TSM
TSM
$173.81
354.06K
Q2 2024
13 ago 2024
13F-HR
DDOG
DDOG
Vender
390,116
$129.69
748.58K
Q2 2024
13 ago 2024
13F-HR
AXON
AXON
$294.24
363.1K
Q2 2024
13 ago 2024
13F-HR
NET
NET
Vender
265,266
$82.83
1.11M
Q2 2024
13 ago 2024
13F-HR
CRWD
CRWD
Vender
41,610
$383.19
452.32K
Q2 2024
13 ago 2024
13F-HR
META
META
$504.22
248.72K
Q2 2024
13 ago 2024
13F-HR
AMZN
AMZN
$193.25
859.25K
Q2 2024
13 ago 2024
13F-HR
SHOP
SHOP
$66.05
1.66M
Q2 2024
13 ago 2024
13F-HR
MNDY
MNDY
$240.76
237.73K
Q2 2024
13 ago 2024
13F-HR
TSLA
TSLA
$197.88
148.56K
Q2 2024
13 ago 2024
13F-HR
TEAM
TEAM
Vender
297,441
$237.86
-
Q1 2024
14 may 2024
13F-HR
CRWD
CRWD
$320.59
493.93K
Q1 2024
14 may 2024
13F-HR
AMZN
AMZN
$180.38
853.75K
Q1 2024
14 may 2024
13F-HR
DDOG
DDOG
$123.6
1.14M
Q1 2024
14 may 2024
13F-HR
NET
NET
$96.83
1.37M
Q1 2024
14 may 2024
13F-HR
SHOP
SHOP
$77.17
1.65M
Q1 2024
14 may 2024
13F-HR
META
META
$485.58
220.43K
Q1 2024
14 may 2024
13F-HR
FB
FB
$485.58
220.43K
Q1 2024
14 may 2024
13F-HR
AXON
AXON
$312.88
273.02K
Q1 2024
14 may 2024
13F-HR
MNDY
MNDY
$225.87
236.17K
Q1 2024
14 may 2024
13F-HR
TSLA
TSLA
$175.79
147.62K
Q1 2024
14 may 2024
13F-HR
TSLA
TSLA
Vender
306,435
$248.48
144.68K
Q4 2023
13 feb 2024
13F-HR
