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The Strategy Bet

The Strategy ₿et

8-K filings › May 11, 2026 · covers May 4–10

Strategy bought 535 BTC for $43.0M and now holds 818,869 BTC

Average price $80,340 per bitcoin · $43.0M spent on bitcoin · $42.9M raised via MSTR ATM

BTC held
818,869
+535 vs the 8-K of May 4, 2026
Cost basis
$61.86B
$75,540 avg per BTC
MSTR ATM sold
$42.9M
231,324 shares · $26.35B left
STRC ATM sold
$0.1M
1,412 shares · $19.46B left
mNAV that week
1.43×
MSTR $187.59 close May 8 ÷ $131.51 net reserve per share
Share on XDownload cardRead the 8-K on SEC.gov ↗

Source: Strategy Inc (CIK 0001050446) 8-K 0001193125-26-215754 on SEC EDGAR, via the 8-K Tracker. Rows filed the same day are combined; restated rows aren’t counted twice. mNAV = MSTR close ÷ net reserve per share (BTC at the filing week’s close + USD − senior claims, ÷ shares). Not investment advice.