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Strategy Capital LLC
特别关注No.2035 数据截至 2026Q2环比变动 Q1 2026
+$4.00亿+32.7%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 CloudflareNET |
| 16.72% | 19.21% | $2.71亿 | 110.6万股 | $2.35亿 | 113.9万股 | -3.3万股-2.86% | 减仓 |
 AXON ENTERPRISEAXON |
| 13.36% | 13.82% | $2.17亿 | 38.7万股 | $1.69亿 | 39.8万股 | -1.1万股-2.84% | 减仓 |
 DatadogDDOG |
| 11.39% | 7.05% | $1.85亿 | 71.0万股 | $8,625.9万 | 73.1万股 | -2.1万股-2.85% | 减仓 |
 ShopifySHOP |
| 11.28% | 16% | $1.83亿 | 160.3万股 | $1.96亿 | 165.0万股 | -4.7万股-2.85% | 减仓 |
| AASTERA LABSALAB |
| 10.19% | 3.16% | $1.65亿 | 34.2万股 | $3,860.9万 | 35.2万股 | -9,930股-2.82% | 减仓 |
 亚马逊AMZN |
| 9.89% | 11.8% | $1.60亿 | 67.3万股 | $1.44亿 | 69.3万股 | -2.0万股-2.85% | 减仓 |
 台积电TSM |
| 9.76% | 9.43% | $1.58亿 | 33.2万股 | $1.15亿 | 34.1万股 | -9,774股-2.86% | 减仓 |
 CrowdStrikeCRWD |
| 6.52% | 4.55% | $1.06亿 | 13.9万股 | $5,568.3万 | 14.3万股 | -4,089股-2.87% | 减仓 |
 Meta平台META |
| 5.04% | 7% | $8,182.1万 | 14.5万股 | $8,556.6万 | 15.0万股 | -4,302股-2.88% | 减仓 |
 NubankNU |
| 3.43% | 5.03% | $5,560.9万 | 416.2万股 | $6,157.0万 | 428.5万股 | -12.2万股-2.85% | 减仓 |
 特斯拉TSLA |
| 2.43% | 2.94% | $3,949.6万 | 9.4万股 | $3,593.0万 | 9.7万股 | -2,748股-2.84% | 减仓 |
