Marcho Partners LLP’s Shopify Inc Position
Does Marcho Partners LLP own Shopify Inc (SHOP)? Yes — 137.2K shares worth $16M (+13.14% of its 13F portfolio) as of Q1 2026, up from 112.7K shares the prior filed quarter.
Position Value
$16M
Q1 2026
Shares
137.2K
% of Portfolio
+13.14%
Quarters Held
23
currently held
Position History SHOP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 137.2K | $16M | +13.14% |
| Q4 2025 | 112.7K | $18M | +11.01% |
| Q3 2025 | 169.6K | $25M | +9.61% |
| Q2 2025 | 216.7K | $25M | +8.86% |
| Q1 2025 | 251.2K | $24M | +8.82% |
| Q4 2024 | 274.0K | $29M | +7.82% |
| Q3 2024 | 481.3K | $39M | +10.29% |
| Q2 2024 | 611.9K | $40M | +10.56% |
| Q1 2024 | 468.6K | $36M | +10.64% |
| Q4 2023 | 530.0K | $41M | +14.14% |
| Q3 2023 | 587.2K | $32M | +9.94% |
| Q2 2023 | 693.1K | $45M | +10.22% |
| Q1 2023 | 971.2K | $47M | +11.01% |
| Q4 2022 | 1.44M | $50M | +11.73% |
| Q3 2022 | 1.77M | $48M | +10.75% |
| Q2 2022 | 1.62M | $51M | +12.17% |
| Q1 2022 | 234.7K | $159M | +19.28% |
| Q4 2021 | 113.4K | $156M | +11.29% |
| Q3 2021 | 131.2K | $178M | +11.17% |
| Q2 2021 | 128.3K | $187M | +12.55% |
| Q1 2021 | 117.7K | $130M | +10.81% |
| Q4 2020 | 59.9K | $68M | +6.10% |
| Q3 2020 | 41.2K | $42M | +8.09% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marcho Partners LLP’s full portfolio or all institutional holders of SHOP.