What Makes Shopify (SHOP) a Worthy Investment?
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | GQG Partners Rajiv Jain | 20,901,980 | $1,613,005,797 | +198% | 2.59% |
2. | SCGE Management Christopher Lyle | 5,302,000 | $409,155,340 | +7% | 7.74% |
3. | ARK Investment Management Catherine D. Wood | 4,594,330 | $354,544,456 | -24% | 2.45% |
4. | 4,074,500 | $314,429,165 | -34% | 0.06% | |
5. | Coatue Management Philippe Laffont | 3,651,458 | $281,783,015 | -38% | 1.1% |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 130,420,000 | $12,363,816,000 | 7.38% | |
2. | 52,519,805 | $4,091,293,069 | 0.36% | |
3. | 42,168,291 | $3,284,909,869 | 0.07% | |
4. | 39,424,769 | $3,071,197,037 | 0.54% | |
5. | 38,257,314 | $2,980,343,420 | 0.73% |