Gerber Kawasaki Wealth & Investment Management
Position in MSTR — Strategy Inc
CIK 1666736
SANTA MONICA, CA
Position in MSTR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$240,988
+$24,914 QoQ
Shares Held
1,931
-99.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Gerber Kawasaki Wealth & Investment Management holds $24,474,598 across 7 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
155,965 | $17,808,083 | |
| 2 | UBER |
Uber Technologies, Inc
|
33,485 | $2,416,277 | |
| 3 | CRM |
Salesforce, Inc.
|
12,221 | $1,914,541 | |
| 4 | SNOW |
Snowflake Inc.
|
2,789 | $709,800 | |
| 5 | TTAN |
ServiceTitan, Inc.
|
9,333 | $659,936 | |
| 6 | DDOG |
Datadog, Inc.
|
2,173 | $565,762 | |
| 7 | ADBE |
Adobe Inc.
|
1,952 | $400,199 |
All Filings in MSTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $240,988 | 1,931 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $216,074 | 221,529 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $372,152 | 1,155 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $463,247 | 1,146 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $537,911 | 1,866 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $584,163 | 2,017 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $330,456 | 1,960 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $269,986 | 196 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $337,502 | 198 | Shares | Sole | 2024-05-14 | |
| 2021-09-30 | $1,735 | 3 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||