Henry Ellenbogen's Portfolio

Durable Capital Partners 13F holdings

What is Henry Ellenbogen's portfolio?

Durable Capital Partners has disclosed a total of 51 security holdings in their (2025 Q1) SEC 13F filing(s) with portfolio value of $11,189,852,067.

What stocks does Henry Ellenbogen own?

In Henry Ellenbogen's portfolio as of 31 Mar 2025, the top 5 holdings are (RBC) RBC BEARINGS INC (7.57%), (DUOL) DUOLINGO (4.70%), (CPNG) COUPANG INC (4.51%), (HUBS) HUBSPOT INC (4.33%) and (FOUR) SHIFT4 PAYMENTS INC-CLASS A (4.32%).

To see the historical data of Durable Capital Partners's portfolio holdings please click on the "2025 Q1" dropdown menu and select the date.

To see Durable Capital Partners's original 13F reports (2025 Q1), please click on the "important" button.

Portfolio value: $11B+
Period: 2025 Q1
Number of stock: 51
Update: 15 May 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
AYI
ACUITY BRANDS INC
2.59%
906,250
$263.35
15.75% $304.83
$238,660,970
+0.92% (+8,256)
+0.02%
AFRM
AFFIRM HOLDINGS INC
2.66%
6,580,882
$45.19
46.96% $66.41
$297,390,058
+12.33% (+722,599)
+0.29%
ALHC
ALIGNMENT HEALTHCARE INC
0.60%
3,589,745
$18.62
30.34% $12.97
$66,841,052
-21.73% (-996,365)
-0.17%
APG
API GROUP CORP
2.85%
7,218,048
$35.76
1.93% $35.07
$258,117,414
+77.96% (+3,161,941)
+1.25%
APP
APPLOVIN CORP-CLASS A
0.79%
335,558
$264.97
43.10% $379.17
$88,912,803
buy
+0.79%
AUR
AURORA INNOVATION INC
0.90%
14,922,269
$6.73
15.99% $5.65
$100,352,259
+16.97% (+2,165,114)
+0.13%
BIRK
BIRKENSTOCK HOLDING PLC
0.13%
259,670
$45.85
7.18% $49.14
$11,905,908
-83.35% (-1,300,185)
-0.67%
BKNG
BOOKING HOLDINGS INC
3.82%
92,883
$4,606.91
16.92% $5,386.29
$427,903,622
-1.50% (-1,413)
-0.06%
BFAM
BRIGHT HORIZONS FAMILY SOLUT
0.64%
568,078
$127.04
1.53% $125.10
$72,168,629
-56.53% (-738,636)
-0.84%
CVNA
CARVANA CO
3.61%
1,507,718
$209.08
75.90% $367.78
$315,233,713
-10.85% (-183,502)
-0.44%
CHWY
CHEWY INC - CLASS A
0.10%
351,266
$32.51
10.46% $35.91
$11,419,658
-85.12% (-2,009,151)
-0.58%
YOU
CLEAR SECURE INC -CLASS A
0.69%
2,959,190
$25.91
11.31% $28.84
$76,672,613
buy
+0.69%
CIGI
COLLIERS INTERNATIONAL GROUP
3.22%
2,274,159
$121.30
24.34% $150.83
$275,855,499
+12.42% (+251,248)
+0.36%
CPNG
COUPANG INC
4.51%
23,009,002
$21.93
31.05% $28.74
$504,587,414
-19.65% (-5,627,285)
-1.10%
DSGX
DESCARTES SYSTEMS GRP/THE
2.54%
2,818,757
$100.83
3.60% $104.46
$284,215,268
-3.32% (-96,807)
-0.09%
DASH
DOORDASH INC - A
1.68%
769,986
$182.77
35.88% $248.35
$140,730,478
+351.17% (+599,322)
+1.31%
DUOL
DUOLINGO
4.70%
1,694,283
$310.54
9.16% $338.99
$526,142,643
-26.95% (-625,011)
-1.73%
ENTG
ENTEGRIS INC
2.28%
2,914,417
$87.48
13.51% $75.66
$254,953,199
+43.34% (+881,198)
+0.69%
ESAB
ESAB CORP
1.02%
719,652
$116.50
11.95% $130.42
$83,839,512
buy
+1.02%
FERG
FERGUSON ENTERPRISES INC
1.05%
730,754
$160.23
38.64% $222.15
$117,088,713
buy
+1.05%
20 of 51

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
TEAM
ATLASSIAN CORP -CLASS A
1,575,546
-3.43%
AVTR
AVANTOR INC
3,872,008
-0.91%
CPRT
COPART INC
2,143,957
-1.10%
DOCS
DOXIMITY INC-CLASS A
2,889,675
-1.38%
LFST
LIFESTANCE HEALTH GROUP INC
6,798,810
-0.63%
ODFL
OLD DOMINION FREIGHT LINE
697,559
-1.57%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.