SANDS CAPITAL MANAGEMENT, LLC

Position in SHOP — Shopify Inc.

CIK 1020066 ARLINGTON, VA

Back to SHOP Full portfolio

Position in SHOP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$826,900,580

-$233,048,120 QoQ

Shares Held

7,242,079

-19.0% QoQ

Ownership

0.563%

of shares outstanding

% of Portfolio

3.09%

of 13F equity value

Holder Rank

#29

of 1,697 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Common Shares in SHOP Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

SANDS CAPITAL MANAGEMENT, LLC holds $1,186,858,320 across 5 Software - Application names. SHOP ranks #1 (69.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc. This page	7,242,079	$826,900,580
2	DDOG	Datadog, Inc.	999,799	$260,307,667
3	GRAB	Grab Holdings Ltd	16,385,578	$61,773,629
4	YMM	Full Truck Alliance Co. Ltd.	4,294,886	$34,874,474
5	KVYO	Klaviyo, Inc.	198,806	$3,001,970

All Filings in SHOP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$826,900,580	7,242,079	-19.0%	Shares	Sole	2026-08-13
2026-03-31	$1,059,948,700	8,935,666	-6.0%	Shares	Sole	2026-05-08
2025-12-31	$1,530,186,614	9,506,036	+37.0%	Shares	Sole	2026-02-13
2025-09-30	$1,030,947,843	6,937,271	-7.4%	Shares	Sole	2025-11-13
2025-06-30	$864,273,140	7,492,615	-38.3%	Shares	Sole	2025-08-13
2025-03-31	$1,159,682,989	12,145,821	-11.9%	Shares	Sole	2025-05-14
2024-12-31	$1,465,114,583	13,778,939	-9.2%	Shares	Sole	2025-02-13
2024-09-30	$1,215,867,811	15,171,797	+3.0%	Shares	Sole	2024-11-13
2024-06-30	$973,337,502	14,736,374	+11.3%	Shares	Sole	2024-08-13
2024-03-31	$1,021,655,173	13,239,020	-10.6%	Shares	Sole	2024-05-14
2023-12-31	$1,153,383,582	14,805,951	-6.0%	Shares	Sole	2024-02-13
2023-09-30	$859,843,937	15,756,715	-3.7%	Shares	Sole	2023-11-14
2023-06-30	$1,056,462,198	16,353,904	-30.8%	Shares	Sole	2023-08-15
2023-03-31	$1,133,694,995	23,648,206	-4.7%	Shares	Sole	2023-05-12
2022-12-31	$860,902,931	24,802,735	+9.8%	Shares	Sole	2023-02-13
2022-09-30	$608,311,854	22,580,247	-4.2%	Shares	Sole	2022-11-09
2022-06-30	$736,037,580	23,560,742	+1007.4%	Shares	Sole	2022-08-12
2022-03-31	$1,438,159,652	2,127,581	+51.7%	Shares	Sole	2022-05-13
2021-12-31	$1,932,221,975	1,402,814	+4.1%	Shares	Sole	2022-02-11
2021-09-30	$1,826,681,711	1,347,329	+1.5%	Shares	Sole	2021-11-03
2021-06-30	$1,939,090,087	1,327,253	+3.8%	Shares	Sole	2021-08-16
2021-03-31	$1,414,461,080	1,278,320	+44.3%	Shares	Sole	2021-05-17
2020-12-31	$1,002,765,074	885,874	-1.0%	Shares	Sole	2021-02-16
2020-09-30	$915,104,974	894,557	-5.1%	Shares	Sole	2020-11-17
2020-06-30	$894,639,034	942,519	-25.0%	Shares	Sole	2020-08-11
2020-03-31	$524,187,327	1,257,255	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.