SHOP · CUSIP 82509L107
SHOPIFY INC
Reported by 3 of 79 curated managers in Q2 2026, in the holdings snapshot last exported 2026-08-24.
- Managers holding
- 3
- Average portfolio weight
- 2.4%
- Combined reported value
- $801.1M
- Research group
- 79
3 of the 79 superinvestors Shameless Cloning tracks reported SHOPIFY INC (SHOP) in their Q2 2026 13F filings, worth $801.1M combined, at an average 2.4% of their portfolios. The largest positions by portfolio weight belong to Polen Capital Management (4.5%), Henry Ellenbogen (2.6%), Thomas Gayner (0.1%).
Reporting managers
This is a historical 13F snapshot, not a live shareholder register. The count covers all matched managers; dashboard rankings use only those with at least 95% coverage. Reported value is measured at filing quarter-end, not at today's price.
| Manager / SEC filer | % of portfolio | Reported value |
|---|---|---|
| Polen Capital ManagementPOLEN CAPITAL MANAGEMENT LLC | 4.5% | $522.7M |
| Henry EllenbogenDurable Capital Partners LP | 2.6% | $266.7M |
| Thomas GaynerMarkel Group Inc. | 0.1% | $11.7M |