Shopify Inc (SHOP) grew to 2.59% of Henry Ellenbogen's Durable Capital Partners portfolio in 2026 Q2, from 1.19%, according to the 13F-HR filed with the SEC on August 14, 2026. The share count rose 140% to 2.34M shares, and the position is worth about $266.7M and ranks 16th of 36 stocks by weight.
What did the 2026 Q2 filing report for SHOP?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 972K | 2.34M |
| Shares added | +1.36M (140%) | |
| Reported value | $115.3M | $266.7M |
| Portfolio weight | 1.19% | 2.59% |
| Rank in portfolio | 16th of 36 |
How much did Henry Ellenbogen add to SHOP?
Henry Ellenbogen added 1.36M shares of SHOP during 2026 Q2, taking the stake from 972K to 2.34M. The reported value of the position rose by about $151.4M, from about $115.3M to about $266.7M.
Where does SHOP sit in the Henry Ellenbogen portfolio?
SHOP ranks 16th of 36 stock positions in the Henry Ellenbogen portfolio at 2.59%, about the fund's average stock position of 3%. The largest stock position is RBC at 10.7%. Next come DASH at 7.46% and Q at 7.23%. The three largest stocks together are 25.39% of the book. The SHOP addition was the 11th largest of the quarter's 38 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Henry Ellenbogen reported 36 stock positions, with 4 opened and 5 closed. The total portfolio value is about $10.3B, up 6% from the prior quarter.
How long has Henry Ellenbogen held SHOP?
Henry Ellenbogen first reported SHOP in the quarter ended June 30, 2020. The fund sold out of the name in 2022 Q4 and came back in 2023 Q4. The weight peaked at 6.27% in 2021 Q2. Last quarter the fund had cut the position by 52%, so the add reverses the prior move. Every reported trade is on the Henry Ellenbogen SHOP trade history page.
FAQ
How many SHOP shares did Henry Ellenbogen buy in 2026 Q2?
Henry Ellenbogen added 1.36M shares of SHOP, a 140% increase, to 2.34M shares.
What is the SHOP position of Henry Ellenbogen worth now?
The SHOP position of Henry Ellenbogen is worth about $266.7M at June 30, 2026 prices, 2.59% of the portfolio.
Is SHOP a top holding of Henry Ellenbogen?
SHOP ranks 16th of 36 stock positions in the Henry Ellenbogen portfolio, at 2.59%.