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
Son Güncelleme
Yönetim Altındaki Varlıklar
$1.02BHoldingler
10Getiri %
41.15%Çeyrekten Çeyreğe %
0.46%Ortalama Tutma Süresi
2y
Sektör Dağılımı
Communication Services
Technology
Consumer Cyclical
Healthcare
Consumer Discretionary
Industrials
İşlem Aktivitesi
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Aktivite
Paylaşımlar
Fiyat
Toplam Hisseler
Çeyrek
Dosyalama tarihi
Biçim
TSM
TSM
$173.81
354.06K
Q2 2024
13 Ağu 2024
13F-HR
DDOG
DDOG
Satmak
390,116
$129.69
748.58K
Q2 2024
13 Ağu 2024
13F-HR
AXON
AXON
$294.24
363.1K
Q2 2024
13 Ağu 2024
13F-HR
NET
NET
Satmak
265,266
$82.83
1.11M
Q2 2024
13 Ağu 2024
13F-HR
CRWD
CRWD
Satmak
41,610
$383.19
452.32K
Q2 2024
13 Ağu 2024
13F-HR
META
META
$504.22
248.72K
Q2 2024
13 Ağu 2024
13F-HR
AMZN
AMZN
$193.25
859.25K
Q2 2024
13 Ağu 2024
13F-HR
SHOP
SHOP
$66.05
1.66M
Q2 2024
13 Ağu 2024
13F-HR
MNDY
MNDY
$240.76
237.73K
Q2 2024
13 Ağu 2024
13F-HR
TSLA
TSLA
$197.88
148.56K
Q2 2024
13 Ağu 2024
13F-HR
TEAM
TEAM
Satmak
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
Satmak
306,435
$248.48
144.68K
Q4 2023
13 Şub 2024
13F-HR
