Foxhaven Asset Management, LP / SHOP
Foxhaven Asset Management, LP’s Shopify Inc Position
Does Foxhaven Asset Management, LP own Shopify Inc (SHOP)? Not currently — the last reported position was 1.05M shares worth $156M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$156M
Q3 2025
Shares
1.05M
% of Portfolio
+3.60%
Quarters Held
12
position exited
Position History SHOP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 1.05M | $156M | +3.60% |
| Q2 2025 | 1.35M | $156M | +3.76% |
| Q4 2021 | 71.6K | $99M | +2.86% |
| Q3 2021 | 71.6K | $97M | +2.80% |
| Q2 2021 | 72.1K | $105M | +2.87% |
| Q1 2021 | 72.1K | $80M | +2.30% |
| Q4 2020 | 107.9K | $122M | +3.22% |
| Q4 2019 | 86.8K | $34M | +1.63% |
| Q3 2019 | 86.8K | $27M | +1.10% |
| Q2 2019 | 131.1K | $39M | +1.73% |
| Q1 2019 | 285.0K | $59M | +2.97% |
| Q4 2018 | 346.5K | $48M | +2.57% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Foxhaven Asset Management, LP’s full portfolio or all institutional holders of SHOP.