Ashe Capital Management, LP / SHOP
Ashe Capital Management, LP’s Shopify Inc Position
Does Ashe Capital Management, LP own Shopify Inc (SHOP)? Yes — 1.65M shares worth $195M (+24.51% of its 13F portfolio) as of Q1 2026, down from 1.75M shares the prior filed quarter.
Position Value
$195M
Q1 2026
Shares
1.65M
% of Portfolio
+24.51%
Quarters Held
17
currently held
Position History SHOP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.65M | $195M | +24.51% |
| Q4 2025 | 1.75M | $282M | +27.30% |
| Q3 2025 | 2.19M | $325M | +22.90% |
| Q2 2025 | 2.19M | $252M | +19.64% |
| Q1 2025 | 2.19M | $209M | +18.66% |
| Q4 2024 | 2.19M | $232M | +19.12% |
| Q3 2024 | 2.80M | $225M | +17.88% |
| Q2 2024 | 2.80M | $185M | +15.28% |
| Q1 2024 | 2.80M | $216M | +17.65% |
| Q4 2023 | 2.80M | $218M | +18.97% |
| Q3 2023 | 3.17M | $173M | +14.38% |
| Q2 2023 | 3.17M | $205M | +16.05% |
| Q1 2023 | 3.17M | $152M | +13.77% |
| Q4 2022 | 3.17M | $110M | +12.09% |
| Q3 2022 | 3.35M | $90M | +8.63% |
| Q2 2022 | 1.95M | $61M | +5.57% |
| Q1 2022 | 125.3K | $85M | +5.92% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ashe Capital Management, LP’s full portfolio or all institutional holders of SHOP.