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TwinBeech Capital’s Strategy Inc MSTR Stock Holding History

TwinBeech Capital’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,637
Closed -$3.37M – 871
2024
Q4 		$3.37M Buy
+11,637
New +$3.5M 0.06% 277
2023
Q4 		– Sell
-250,510
Closed -$8.22M – 807
2023
Q3 		$8.22M Buy
+250,510
New +$9.43M 0.16% 176
2023
Q1 		– Sell
-267,050
Closed -$3.78M – 795
2022
Q4 		$3.78M Buy
+267,050
New +$5.46M 0.07% 320
2022
Q3 		– Sell
-161,370
Closed -$2.65M – 742
2022
Q2 		$2.65M Buy
+161,370
New +$4.67M 0.12% 183

Other funds holding MSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSD
Clear Street Derivatives New York $12.4M AUM 1.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TwinBeech Capital's MSTR Position: Q1 2025 in Review

TwinBeech Capital sold out of Strategy Inc (MSTR) in Q1 2025, closing a stake of 11,637 shares — an estimated $3.37M sold.

TwinBeech Capital first reported a position in MSTR in Q2 2022 and held it in 4 quarters. The position peaked at $8.22M in Q3 2023. 1,009 funds tracked by Wall St. Rank hold MSTR as of Q1 2025.

  • TwinBeech Capital reported no remaining Strategy Inc position as of Q1 2025 after selling out during the quarter.
  • TwinBeech Capital sold 11,637 Strategy Inc shares in Q1 2025, an estimated $3.37M.
  • TwinBeech Capital first reported a position in Strategy Inc in Q2 2022 and held it in 4 quarters.
  • TwinBeech Capital's Strategy Inc position peaked at $8.22M in Q3 2023.
  • 1,009 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2025.

Based on TwinBeech Capital's 13F filing for Q1 2025, filed 15 May 2025.