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Gavilan Investment Partners LLC

Position in SHOP — Shopify Inc.

CIK 1963404 BURLINGAME, CA

Position in SHOP

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$26,261,400
-$1,021,200 QoQ
Shares Held
230,000
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
6.39%
of 13F equity value
Holder Rank
#206
of 1,691 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 13% Shared 0% None 87%

Common Shares in SHOP Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

Gavilan Investment Partners LLC holds $66,937,050 across 4 Software - Application names. SHOP ranks #1 (39.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SHOP
Shopify Inc.
This page
230,000 $26,261,400

All Filings in SHOP

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $26,261,400 230,000
2026-03-31 $27,282,600 230,000
2025-12-31 $37,023,100 230,000
2025-09-30 $45,326,050 305,000
2025-06-30 $38,065,500 330,000
2025-03-31 $31,508,400 330,000
2024-12-31 $35,088,900 330,000
2024-09-30 $32,136,140 401,000
2024-06-30 $23,513,800 356,000
2024-03-31 $17,517,590 227,000
2023-12-31 $17,683,300 227,000
2023-09-30 $14,133,630 259,000
2023-06-30 $14,470,400 224,000
2023-03-31 $14,581,190 304,155
2022-12-31 $7,108,608 204,800