Long Walk Management’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-103,250
Closed -$9.86M 12
2025
Q1
$9.86M Sell
103,250
-21,750
-17% -$2.08M 3.19% 10
2024
Q4
$13.3M Sell
125,000
-105,000
-46% -$11.2M 4.76% 11
2024
Q3
$18.4M Sell
230,000
-217,500
-49% -$17.4M 7.63% 7
2024
Q2
$29.6M Buy
447,500
+32,500
+8% +$2.15M 13.96% 3
2024
Q1
$32M Buy
415,000
+63,000
+18% +$4.86M 15.98% 2
2023
Q4
$27.4M Buy
352,000
+64,500
+22% +$5.02M 17.76% 2
2023
Q3
$15.7M Buy
+287,500
New +$15.7M 11.6% 6