Strategy Capital

Rating #1

Hamilton Helmer

Strategy Capital

Portfolio value

$1.22B

Stocks

11

Performance

1 Year

+17.88%

Stock Holdings

$

%

1Y

3Y

5Y

10Y

Hamilton Helmer’s Portfolio: Q1 2026

Top10 stocks: 97.05% of the portfolio

Hamilton Helmer’s Trades: Q1 2026

Adds

New Buys

Sold Outs

Cuts

NET logo
NET

Share Count Chg. (%)

Add +9.26%

Price Paid
$190.70
Buy Value
$18.41M
Portfolio % Change

4.06ppt

AXON logo
AXON

Share Count Chg. (%)

Add +2.88%

Price Paid
$519.66
Buy Value
$5.80M
Portfolio % Change

-2.38ppt

NU logo
NU

Share Count Chg. (%)

Add +2.88%

Price Paid
$16.21
Buy Value
$1.95M
Portfolio % Change

-0.11ppt

SHOP logo
SHOP

Share Count Chg. (%)

Add +0.88%

Price Paid
$131.40
Buy Value
$1.89M
Portfolio % Change

-3.41ppt

CRWD logo
CRWD

Share Count Chg. (%)

Add +2.88%

Price Paid
$423.87
Buy Value
$1.69M
Portfolio % Change

-0.24ppt

AMZN logo
AMZN

Share Count Chg. (%)

Add +0.89%

Price Paid
$220.17
Buy Value
$1.34M
Portfolio % Change

0.11ppt

TSLA logo
TSLA

Share Count Chg. (%)

Add +2.87%

Price Paid
$411.95
Buy Value
$1.11M
Portfolio % Change

-0.18ppt

TSM logo
TSM

Share Count Chg. (%)

Add +0.87%

Price Paid
$344.13
Buy Value
$1.01M
Portfolio % Change

1.85ppt

META logo
META

Share Count Chg. (%)

Add +0.85%

Price Paid
$640.86
Buy Value
$806.20K
Portfolio % Change

-0.22ppt

DDOG logo
DDOG

Share Count Chg. (%)

Add +0.88%

Price Paid
$123.48
Buy Value
$791.38K
Portfolio % Change

-0.21ppt

Hamilton Helmer’s Holdings: Q1 2026

Company Name
Primary Industry
Avg. price paid
sort
Share Count Chg. (%)
sort
No of shares held
sort
Market value
sort
Portfolio % Change
sort
% of Ownership
sort
Holding period
sort
Last Transaction
Prepackaged Software
$91.52

Add +9.26%

1.14M
$234.94M

19.21%

4.06ppt

0.33%
20 Quarters
Q1 2026
Prepackaged Software
$46.96

Add +0.88%

1.65M
$195.72M

16.00%

-3.41ppt

0.13%
30 Quarters
Q1 2026
Ordnance & Accessories
$297.38

Add +2.88%

397.90K
$168.98M

13.82%

-2.38ppt

0.49%
13 Quarters
Q1 2026
Retail-Catalog & Mail-Order
$120.40

Add +0.89%

693.17K
$144.37M

11.80%

0.11ppt

0.01%
30 Quarters
Q1 2026
Semiconductors
$176.21

Add +0.87%

341.37K
$115.37M

9.43%

1.85ppt

0.01%
8 Quarters
Q1 2026
Prepackaged Software
$106.31

Add +0.88%

730.70K
$86.26M

7.05%

-0.21ppt

0.21%
22 Quarters
Q1 2026
Computer Programming & Data
$250.06

Add +0.85%

149.56K
$85.57M

7.00%

-0.22ppt

0.01%
30 Quarters
Q1 2026
Finance Services
$16.67

Add +2.88%

4.28M
$61.57M

5.03%

-0.11ppt

0.09%
2 Quarters
Q1 2026
Prepackaged Software
$487.58

Add +2.88%

142.63K
$55.68M

4.55%

-0.24ppt

0.06%
3 Quarters
Q1 2026
Semiconductors
$109.60

New Buy +100.00%

352.27K
$38.61M

3.16%

3.16ppt

0.21%
1 Quarter
Q1 2026
Motor Vehicle Bodies
$254.62

Add +2.87%

96.65K
$35.93M

2.94%

-0.18ppt

0.00%
10 Quarters
Q1 2026
gainifypowered-by-sp
Socials
Send us an emailFollow us on XConnect with us on LinkedInFollow us on InstagramFollow us on ThreadsCheck us out on TrustpilotFollow us on YouTubeFind us on Google Maps
Market data is sourced from S&P Global Market Intelligence. All insights and analysis are developed by Gainify. Copyright © 2026, S&P Global Market Intelligence. All rights reserved.
View Data Providers

NEWSLETTER

Gainify provides tools and content designed to help users explore and understand the world of investing. All information available through our platform is for educational and informational use only. It is not intended as financial, investment or legal advice, and should not be treated as a recommendation or endorsement of any investment approach.
Our content is general in nature and does not account for your personal financial circumstances. Any investment decisions you make are your responsibility. We strongly recommend speaking with a licensed financial advisor or professional before acting on any information found on Gainify. Before using Gainify, please review our Terms of Service.
© 2026 Gainify. All rights reserved.