Hamilton Helmer Portfolio March 2026 - Top Holdings & 13F Analysis
Analysis of Hamilton Helmer's March 2026 13F portfolio with 11 holdings worth $1.4B. +19.7% 1-year return.
In This Article
- 1.About Hamilton Helmer and STRATEGY CAPITAL LLC
- 2.Hamilton Helmer's Top 10 Holdings — March 2026
- 3.Portfolio Strategy & Concentration Analysis
- 4.New Positions Added in March 2026
- 5.Best Performing Holdings in Hamilton Helmer's Portfolio
- 6.Understanding Hamilton Helmer's 13F Filing
- 7.How Retail Investors Can Use This Information
- 8.Other Top Investors to Follow
Portfolio Value
$1.36B
Total Holdings
11
1-Year Return
+19.7%
New Positions
1
About Hamilton Helmer and STRATEGY CAPITAL LLC
Hamilton Helmer is the portfolio manager at STRATEGY CAPITAL LLC, one of the closely tracked institutional investors in our database. Every quarter, institutional investment managers with over $100 million in assets under management are required to file a 13F report with the SEC, disclosing their long equity positions. These filings give retail investors a rare window into how professional money managers are allocating capital.
As of March 2026, Hamilton Helmer's 13F portfolio contains 11 positions with a disclosed market value of approximately $1.36 billion. This analysis covers their top holdings, recent portfolio changes, and key investment themes.
Over the past year, Hamilton Helmer's portfolio has delivered a +19.7% return, significantly outperforming the broader market.
Hamilton Helmer's Top 10 Holdings — March 2026
The following table shows Hamilton Helmer's largest disclosed stock positions ranked by portfolio weight as reported in the most recent 13F filing. These represent the highest-conviction bets in the portfolio:
| # | Company | Ticker | Portfolio Weight | Market Value | Performance |
|---|---|---|---|---|---|
| 1 |
SHOPIFY INC
|
SHOP | 1941.63% | $263.3M | +8.3% |
| 2 |
AXON ENTERPRISE INC
|
AXON | 1619.82% | $219.6M | -20.9% |
| 3 |
CLOUDFLARE INC
|
NET | 1515.15% | $205.4M | -8.1% |
| 4 |
AMAZON COM INC
|
AMZN | 1169.59% | $158.6M | +5.1% |
| 5 |
TAIWAN SEMICONDUCTOR MFG LTD
|
TSM | 758.50% | $102.8M | +8.8% |
| 6 |
DATADOG INC
|
DDOG | 726.39% | $98.5M | -4.5% |
| 7 |
META PLATFORMS INC
|
META | 721.93% | $97.9M | -10.1% |
| 8 |
NU HLDGS LTD
NEW
ADDED
|
NU | 514.13% | $69.7M | — |
| 9 |
CROWDSTRIKE HLDGS INC
|
CRWD | 479.26% | $65.0M | -4.4% |
| 10 |
TESLA INC
|
TSLA | 311.60% | $42.3M | +1.1% |
Data sourced from SEC 13F filings. Holdings reflect disclosed long equity positions. Options and short positions may not be reflected.
Portfolio Strategy & Concentration Analysis
Hamilton Helmer's investment approach reflects a highly concentrated portfolio strategy. The top position, SHOPIFY INC (SHOP), represents 1941.6% of the total portfolio, while the top 5 holdings collectively account for 7004.7% of disclosed assets.
During this period, Hamilton Helmer initiated 1 new position — a signal that they identified compelling entry points in new opportunities. New positions often represent the highest-conviction ideas as managers dedicate fresh capital to them.
New Positions Added in March 2026
The following stocks represent new entries in Hamilton Helmer's portfolio — positions that were not present in the prior quarter's 13F filing. New positions are closely watched by investors as they signal fresh conviction:
| Company | Ticker | Portfolio Weight | Market Value |
|---|---|---|---|
| NU HLDGS LTD | NU | 514.13% | $69.7M |
Best Performing Holdings in Hamilton Helmer's Portfolio
Based on available performance data, the following positions have been the strongest contributors to Hamilton Helmer's portfolio returns:
Understanding Hamilton Helmer's 13F Filing
A 13F filing is a quarterly disclosure required by the SEC for institutional investment managers that exercise discretion over $100 million or more in qualifying securities. These filings must be submitted within 45 days of the end of each calendar quarter.
Important caveats about 13F data:
- Data is delayed by up to 45 days from the end of the quarter
- Only long equity positions are disclosed — short positions are not required
- Options positions are disclosed separately and may indicate hedging strategies
- The portfolio may have changed significantly since the filing date
- Not all positions need to be disclosed (some confidentiality provisions exist)
Despite these limitations, 13F filings remain one of the best public sources of information on how professional investors are positioning their portfolios. Use this data as one input among many, alongside your own research and risk tolerance.
How Retail Investors Can Use This Information
Following institutional 13F filings like Hamilton Helmer's can provide valuable investment insights — but it's important to use this information correctly:
- Identify high-conviction ideas: Large positions and new entries signal where managers have the strongest conviction.
- Spot emerging themes: Cross-portfolio analysis reveals sector rotations and macro themes playing out across institutional money.
- Validate your own research: If an investor you respect owns a stock you're analyzing, that can reinforce your thesis.
- Track changes over time: Watching a manager increase or decrease positions over multiple quarters shows conviction trends.
- Don't blindly copy trades: Remember that institutional investors have different time horizons, risk tolerances, and information than retail investors.
You can track Hamilton Helmer's complete portfolio in real-time on Insider Edges, including historical holdings, sector breakdown, and performance data.
Other Top Investors to Follow
If you track Hamilton Helmer's portfolio, you may also be interested in following these other closely watched institutional investors:
Track Hamilton Helmer's Portfolio in Real-Time
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