Shopify Inc. (SHOP)

Sector:Technology
Super Investor Stats:
Ownership count:3
Ownership rank:218
% of all portfolios:0.082%
Hold Price * :$77.90
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q4  2023
≡ Josh Tarasoff - Greenlea Lane Capital Reduce 0.53% 1,390 0.03
≡ Polen Capital Management Reduce 2.84% 22,774 0.00
Q3  2023
≡ Polen Capital Management Add 2.04% 16,046 0.00
≡ Lee Ainslie - Maverick Capital Sell 100.00% 41,363 0.06
Q2  2023
≡ Lee Ainslie - Maverick Capital Add 0.38% 157 0.00
≡ Polen Capital Management Reduce 3.77% 30,781 0.01
≡ Josh Tarasoff - Greenlea Lane Capital Reduce 23.36% 80,110 1.89
≡ Chase Coleman - Tiger Global Management Sell 100.00% 95,500 0.04
Q1  2023
≡ Polen Capital Management Reduce 4.07% 34,713 0.00
≡ Josh Tarasoff - Greenlea Lane Capital Reduce 23.40% 104,750 2.00
≡ Lee Ainslie - Maverick Capital Reduce 54.39% 49,146 0.06
Q4  2022
≡ Lee Ainslie - Maverick Capital Add 233.56% 63,265 0.06
≡ Polen Capital Management Add 62.53% 327,824 0.03
≡ Thomas Gayner - Markel Asset Management Add 10.78% 10,000 0.00
≡ Josh Tarasoff - Greenlea Lane Capital Reduce 43.25% 341,295 5.64
≡ Chase Coleman - Tiger Global Management Reduce 94.25% 1,566,740 0.66
Q3  2022
≡ Lee Ainslie - Maverick Capital Add 170.60% 17,077 0.01
≡ Thomas Gayner - Markel Asset Management Add 48.40% 30,250 0.01
≡ Josh Tarasoff - Greenlea Lane Capital Add 16.28% 110,485 1.08
≡ Polen Capital Management Add 2.23% 11,422 0.00
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 25,000 0.01
Q2  2022
≡ Thomas Gayner - Markel Asset Management Add 127.27% 35,000 0.02
≡ Josh Tarasoff - Greenlea Lane Capital Add 9.66% 59,790 0.74
≡ Lee Ainslie - Maverick Capital Buy 10,010 0.01
≡ Polen Capital Management Reduce 6.59% 36,168 0.00
≡ Chase Coleman - Tiger Global Management Reduce 81.86% 7,499,510 1.99
≡ Stephen Mandel - Lone Pine Capital Reduce 99.76% 10,318,030 4.13
≡ Viking Global Investors Sell 100.00% 2,237,210 0.61
Q1  2022
≡ Polen Capital Management Add 188.94% 359,010 0.05
≡ Chase Coleman - Tiger Global Management Add 13.55% 1,093,250 0.28
≡ Josh Tarasoff - Greenlea Lane Capital Buy 618,760 11.65
≡ Viking Global Investors Buy 2,237,210 0.61
≡ Thomas Gayner - Markel Asset Management Buy 27,500 0.02
≡ Stephen Mandel - Lone Pine Capital Reduce 25.57% 3,553,320 1.43
≡ John Armitage - Egerton Capital Sell 100.00% 4,188,420 2.69
Q4  2021
≡ John Armitage - Egerton Capital Add 29.84% 962,580 0.62
≡ Polen Capital Management Add 0.21% 400 0.00
≡ Stephen Mandel - Lone Pine Capital Reduce 2.83% 405,000 0.23
≡ Chase Coleman - Tiger Global Management Reduce 8.50% 750,000 0.22
≡ Lee Ainslie - Maverick Capital Sell 100.00% 5,270 0.01
Q3  2021
≡ John Armitage - Egerton Capital Add 67.55% 1,300,580 0.84
≡ Polen Capital Management Add 5.95% 10,640 0.00
≡ Chase Coleman - Tiger Global Management Add 1.09% 95,500 0.02
≡ Stephen Mandel - Lone Pine Capital Reduce 12.40% 2,024,150 0.92
≡ Lee Ainslie - Maverick Capital Reduce 73.48% 14,600 0.03
≡ Viking Global Investors Sell 100.00% 1,044,410 0.46
Q2  2021
≡ John Armitage - Egerton Capital Add 81.87% 866,680 0.63
≡ Chase Coleman - Tiger Global Management Add 68.54% 3,547,500 0.96
≡ Lee Ainslie - Maverick Capital Add 24.81% 3,950 0.01
≡ Polen Capital Management Buy 178,970 0.05
≡ Viking Global Investors Reduce 2.00% 21,300 0.01
≡ Stephen Mandel - Lone Pine Capital Reduce 4.67% 799,400 0.38
≡ Daniel Loeb - Third Point Sell 100.00% 1,200,000 0.90
≡ David Tepper - Appaloosa Management Sell 100.00% 37,500 0.06
Q1  2021
≡ Lee Ainslie - Maverick Capital Add 215.25% 10,870 0.01
≡ Chase Coleman - Tiger Global Management Add 167.03% 3,237,340 0.83
≡ Daniel Loeb - Third Point Buy 1,200,000 0.90
≡ Viking Global Investors Buy 1,065,710 0.35
≡ David Tepper - Appaloosa Management Buy 37,500 0.06
≡ Stephen Mandel - Lone Pine Capital Reduce 4.61% 828,000 0.33
≡ John Armitage - Egerton Capital Reduce 38.15% 652,920 0.38
Q4  2020
≡ Chase Coleman - Tiger Global Management Add 121.50% 1,063,150 0.31
≡ Stephen Mandel - Lone Pine Capital Add 4.22% 727,420 0.30
≡ John Armitage - Egerton Capital Buy 1,711,500 1.10
≡ Lee Ainslie - Maverick Capital Buy 5,050 0.01
Q3  2020
≡ Chase Coleman - Tiger Global Management Add 25.00% 175,010 0.05
≡ Stephen Mandel - Lone Pine Capital Add 2.92% 488,060 0.21
Q2  2020
≡ Stephen Mandel - Lone Pine Capital Add 0.22% 36,090 0.02
Q1  2020
≡ Stephen Mandel - Lone Pine Capital Reduce 7.86% 1,425,190 0.36
Q4  2019
≡ Stephen Mandel - Lone Pine Capital Add 31.62% 4,354,810 0.93
Q3  2019
≡ Stephen Mandel - Lone Pine Capital Reduce 8.36% 1,256,000 0.23
Q2  2019
≡ Stephen Mandel - Lone Pine Capital Add 3656.93% 14,627,710 2.73
Q1  2019
≡ Stephen Mandel - Lone Pine Capital Buy 400,000 0.05

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.