SEC 13F Intelligence

Tobam / MSTR

Tobam’s Strategy Inc Position

Does Tobam own Strategy Inc (MSTR)? Yes — 53.3K shares worth $7M (+1.73% of its 13F portfolio) as of Q1 2026, up from 27.2K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
53.3K
% of Portfolio
+1.73%
Quarters Held
19
currently held

Position History MSTR

Reported value by quarter
Q2 ’21: $411,000Q2 ’21Q3 ’21: $253,000Q4 ’21: $558,000Q1 ’22: $196,000Q1 ’22Q2 ’22: $24,000Q3 ’22: $134,000Q4 ’22: $77,000Q4 ’22Q1 ’23: $254,000Q2 ’23: $251,000Q3 ’23: $276,000Q3 ’23Q4 ’23: $680,000Q1 ’24: $528,000Q2 ’24: $383,000Q2 ’24Q3 ’24: $580,000Q4 ’24: $4MQ1 ’25: $4MQ1 ’25Q2 ’25: $5MQ3 ’25: $9MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202653.3K$7M+1.73%
Q3 202527.2K$9M+3.17%
Q2 202513.4K$5M+2.11%
Q1 202513.5K$4M+1.67%
Q4 202414.9K$4M+1.32%
Q3 20243.4K$580,000+0.11%
Q2 2024278$383,000+0.06%
Q1 2024310$528,000+0.05%
Q4 20231.1K$680,000+0.06%
Q3 2023841$276,000+0.02%
Q2 2023733$251,000+0.02%
Q1 2023868$254,000+0.02%
Q4 2022546$77,000+0.01%
Q3 2022632$134,000+0.01%
Q2 2022146$24,0000.00%
Q1 2022402$196,000+0.01%
Q4 20211.0K$558,000+0.03%
Q3 2021438$253,000+0.01%
Q2 2021618$411,000+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tobam’s full portfolio or all institutional holders of MSTR.