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
Ultimo Aggiornamento
AUM
$1.02BPartecipazioni
10ROI %
41.15%QoQ%
0.46%Periodo Medio di Detenzione
2y
Allocazione Settoriale
Communication Services
Technology
Consumer Cyclical
Healthcare
Consumer Discretionary
Industrials
Attività di Scambio
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Ticker
Nome
Attività
Azioni
Prezzo
Totale Azioni
Trimestre
Data di deposito
Modulo
TSM
TSM
$173.81
354.06K
Q2 2024
13 ago 2024
13F-HR
DDOG
DDOG
Vendere
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
Vendere
265,266
$82.83
1.11M
Q2 2024
13 ago 2024
13F-HR
CRWD
CRWD
Vendere
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
Vendere
297,441
$237.86
-
Q1 2024
14 mag 2024
13F-HR
CRWD
CRWD
$320.59
493.93K
Q1 2024
14 mag 2024
13F-HR
AMZN
AMZN
$180.38
853.75K
Q1 2024
14 mag 2024
13F-HR
DDOG
DDOG
$123.6
1.14M
Q1 2024
14 mag 2024
13F-HR
NET
NET
$96.83
1.37M
Q1 2024
14 mag 2024
13F-HR
SHOP
SHOP
$77.17
1.65M
Q1 2024
14 mag 2024
13F-HR
META
META
$485.58
220.43K
Q1 2024
14 mag 2024
13F-HR
FB
FB
$485.58
220.43K
Q1 2024
14 mag 2024
13F-HR
AXON
AXON
$312.88
273.02K
Q1 2024
14 mag 2024
13F-HR
MNDY
MNDY
$225.87
236.17K
Q1 2024
14 mag 2024
13F-HR
TSLA
TSLA
$175.79
147.62K
Q1 2024
14 mag 2024
13F-HR
TSLA
TSLA
Vendere
306,435
$248.48
144.68K
Q4 2023
13 feb 2024
13F-HR
