Position in ALAB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$165,356,100
+$126,747,528 QoQ
Shares Held
342,338
-2.8% QoQ
Ownership
0.197%
of shares outstanding
% of Portfolio
10.19%
of 13F equity value
Holder Rank
#50
of 983 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in ALAB Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Strategy Capital LLC holds $323,716,879 across 2 Semiconductors names. ALAB ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALAB |
Astera Labs, Inc.
This page
|
342,338 | $165,356,100 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
331,597 | $158,360,779 |
All Filings in ALAB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,356,100 | 342,338 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $38,608,572 | 352,268 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||