Transactions disclosed by company insiders to the SEC on Form 4, most recent first.
| Insider | Role | Date | Shares | Value |
|---|---|---|---|---|
| SMITH PATRICK W | CHIEF EXECUTIVE OFFICER | 2026-08-16 | 97,015 | $0 |
| Brooks Cameron | CHIEF REVENUE OFFICER | 2026-08-16 | 15,810 | $0 |
| Fields Isaiah | Chief Legal Officer | 2026-08-16 | 10,488 | $0 |
| Coughlin Elizabeth Reid | Chief Human Officer | 2026-08-16 | 6,818 | $0 |
| Mak Jennifer H | Chief Accounting Officer | 2026-08-16 | 3,906 | $0 |
| Bagley Brittany | COO & CFO | 2026-08-16 | 30,560 | $0 |
| Isner Joshua | PRESIDENT | 2026-08-16 | 67,910 | $0 |
| Isner Joshua | PRESIDENT | 2026-08-16 | 14,218 | $0 |
| Kunins Jeffrey C | CPO & CTO | 2026-08-16 | 20,618 | $0 |
| Kunins Jeffrey C | CPO & CTO | 2026-08-16 | 3,753 | $0 |
Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| NORGES BANK | NORGES BANK opened a new position worth $522,391,534. | 2026-06-30 |
| Winslow Capital Management, LLC | Winslow Capital Management, LLC opened a new position worth $47,976,444. | 2026-06-30 |
| Sixth Street Partners Management Company, L.P. | Sixth Street Partners Management Company, L.P. opened a new position worth $362,865,474. | 2026-06-30 |
| GILDER GAGNON HOWE & CO LLC | GILDER GAGNON HOWE & CO LLC opened a new position worth $50,905,630. | 2026-06-30 |
| JPMORGAN CHASE & CO | JPMORGAN CHASE & CO opened a new position worth $3,574,200. | 2026-06-30 |
| BAILLIE GIFFORD & CO | BAILLIE GIFFORD & CO increased this position by 31% ($116,309,850 -> $152,355,858). | 2026-06-30 |
| USS Investment Management Ltd | USS Investment Management Ltd increased this position by 439% ($7,912,625 -> $42,662,194). | 2026-06-30 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | WESTFIELD CAPITAL MANAGEMENT CO LP increased this position by 85% ($451,927,224 -> $836,144,444). | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $2,876,040,861 | 5,130,199 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2,065,743,577 | 3,684,814 |
| FMR LLC | $1,376,654,659 | 2,455,637 |
| GEODE CAPITAL MANAGEMENT, LLC | $1,148,743,178 | 2,057,415 |
| WELLINGTON MANAGEMENT GROUP LLP | $944,601,501 | 1,684,953 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $836,144,444 | 1,491,490 |
| SANDS CAPITAL MANAGEMENT, LLC | $830,160,818 | 1,480,817 |
| EDGEWOOD MANAGEMENT LLC | $630,504,052 | 1,124,675 |
| NORGES BANK | $522,391,534 | 931,827 |
| BROADWOOD CAPITAL INC | $388,785,277 | 693,504 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
This page tracks Strategy Capital LLC’s institutional portfolio moves as disclosed in its quarterly Form 13F filings with the SEC. Each quarter, we update this profile with the fund’s new positions, exits, and changes in existing holdings, giving a running record of how the firm has shifted its equity exposure over time. Because 13F filings … Read more