SEC 13F Intelligence

Tremblant Capital Group / SHOP

Tremblant Capital Group’s Shopify Inc Position

Does Tremblant Capital Group own Shopify Inc (SHOP)? Yes138.4K shares worth $16M (+0.53% of its 13F portfolio) as of Q1 2026, down from 161.3K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
138.4K
% of Portfolio
+0.53%
Quarters Held
4
currently held

Position History SHOP

Reported value by quarter
Q2 ’25: $35MQ2 ’25Q3 ’25: $27MQ3 ’25Q4 ’25: $26MQ4 ’25Q1 ’26: $16MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026138.4K$16M+0.53%
Q4 2025161.3K$26M+0.66%
Q3 2025182.1K$27M+2.79%
Q2 2025300.7K$35M+3.35%

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