Henry Ellenbogen
Durable Capital Partners
Durable Capital Partners Portfolio 13F
Henry Ellenbogen Holdings Activity
- Portfolio value:
- $10.57B≈ (-$3B≈)
- Previous value:
- $13.50B≈
- # of changes:
- 56
- New positions:
- 8
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 17 Feb 2026
Durable Capital Partners has disclosed a total of 56 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 13, bought 8 totally new, decreased the number of shares of 19 and completely sold out 16 position(s).
What stocks did Henry Ellenbogen buy in 2025 Q4?
During 2025 Q4 Henry Ellenbogen has bought 21 securities out of which top 5 purchases (by % change to portfolio) were (DASH) DoorDash, Inc, CL-A (added shares +114.08%), (MELI) MercadoLibre Inc (added shares +75.52%), (APG) Api GroupCorp (added shares +0.80%), (FOUR) Shift4 Payments Inc (added shares +17.43%) and (CVNA) Carvana Co (added shares +3.65%).
In the 2025 Q4 report(s) the following changes have been made to the top investments: (RBC) RBC Bearings Incorporated (reduced shares -6.99%), (DASH) DoorDash, Inc, CL-A (added shares +114.08%), (MELI) MercadoLibre Inc (added shares +75.52%), (CPNG) Coupang LLC (reduced shares -1.53%) and (APG) Api GroupCorp (added shares +0.80%).
Warning: SEC insider reports detected for Durable Capital Partners (real-time trades and ownership disclosures)
10 transactions as of 3 days ago and 1 ownership disclosure as of 1 week ago
56 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Andersen Group Inc
|
new
|
+1,670,485
|
1,670,485
|
+0.41%
|
$25.93
|
+91.82%($49.74)
|
0.41%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Descartes Systems Group Inc
|
new
|
+1,710,202
|
1,710,202
|
+1.42%
|
$87.66
|
-12.81%($76.43)
|
1.42%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
iShares Russell 2000 ETF
|
new
|
+96,776
|
96,776
|
+0.23%
|
$246.16
|
+21.39%($298.81)
|
0.23%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Medline Inc, CL-A
|
new
|
+6,900,000
|
6,900,000
|
+2.74%
|
$42.00
|
-15.44%($35.52)
|
2.74%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Qnity Electronics, Inc
|
new
|
+2,800,861
|
2,800,861
|
+2.16%
|
$81.65
|
+64.79%($134.55)
|
2.16%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
SPORTRADAR GROUP AG-A
|
new
|
+5,956,331
|
5,956,331
|
+1.34%
|
$23.77
|
-46.74%($12.66)
|
1.34%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Twilio Inc
|
new
|
+962,089
|
962,089
|
+1.29%
|
$142.24
|
+35.19%($192.30)
|
1.29%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
UL Solutions Inc
|
new
|
+2,563,523
|
2,563,523
|
+1.91%
|
$78.86
|
-2.78%($76.67)
|
1.91%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
DoorDash, Inc, CL-A
|
+114.08%
|
+1,907,086
|
3,578,745
|
+4.09%
|
$226.48
|
-5.45%($214.14)
|
7.67%
|
2024 Q4
|
≈ 1.25 years
|
|
|
|
MercadoLibre Inc
|
+75.52%
|
+132,496
|
307,932
|
+2.53%
|
$2,014.26
|
-10.97%($1,793.26)
|
5.87%
|
2025 Q1
|
≈ 1.00 year
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.