Baillie Gifford trimmed SHOP · Shopify Inc.
$4.0B · now 3.7% of the portfolio
TRADED BY
Sep 30
FILED
Nov 9
YOU SEE IT
Nov 9
40 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$149 now
OUR VALUE
$149 today
low $51mid $68high $86
2 models, as of 2026-11-08.
They sold above our value.
安全邊際週報
每週六一封：市場溫度、投資大師的申報，以及本週研究。