Henry Ellenbogen - Durable Capital Partners

History Stock Activity ▼ Share change % change to portfolio
Q4  2025
≡ DASH - DoorDash Inc. Add 114.08% 1,907,086 4.09
≡ MELI - Mercadolibre Inc. Add 75.52% 132,496 2.53
≡ RKT - Rocket Companies Inc. Add 58.95% 6,478,961 1.19
≡ TECH - Bio-Techne Corp. Add 49.64% 692,925 0.38
≡ CLH - Clean Harbors Inc. Add 45.51% 261,097 0.58
≡ FERG - Ferguson Enterprises Inc. Add 43.38% 472,372 1.00
≡ OPCH - Option Care Health Inc. Add 20.98% 1,559,485 0.47
≡ FOUR - Shift4 Payments Inc. CL A Add 17.43% 980,485 0.58
≡ CVNA - Carvana Co. Add 3.65% 32,568 0.13
≡ PRVA - Privia Health Group Inc. Add 3.39% 396,158 0.09
≡ VSEC - VSE Corp. Add 1.64% 14,211 0.02
≡ GSHD - Goosehead Insurance Inc. Add 1.35% 20,783 0.01
≡ APG - APi Group Corp. Add 0.80% 119,200 0.04
≡ MDLN - Medline Inc Cl A Buy 6,900,000 2.74
≡ Q - Qnity Electronics Inc. Buy 2,800,861 2.16
≡ ULS - Ul Solutions Inc Class A Buy 2,563,523 1.91
≡ DSGX - Descartes Systems Group Buy 1,710,202 1.42
≡ SRAD - Sportradar Group AG Buy 5,956,331 1.34
≡ TWLO - Twilio Inc. Buy 962,089 1.29
≡ ANDG - Andersen Group Inc A Buy 1,670,485 0.41
≡ IWM - iShares Russell 2000 ETF Buy 96,776 0.23
≡ CPNG - Coupang Inc. Reduce 1.53% 380,204 0.08
≡ RBC - RBC Bearings Inc. Reduce 6.99% 176,132 0.75
≡ XPO - XPO Logistics Reduce 8.82% 382,180 0.49
≡ CIGI - Colliers International Group Inc. Reduce 8.90% 329,364 0.46
≡ APP - Applovin Corp. Reduce 13.01% 24,431 0.16
≡ WRBY - Warby Parker Inc. Reduce 16.48% 1,442,002 0.30
≡ VEEV - Veeva Systems Inc. Reduce 24.38% 306,957 0.65
≡ AYI - Acuity Brands Inc. Reduce 40.21% 548,297 1.87
≡ AFRM - Affirm Holdings Inc. Reduce 41.28% 2,587,342 1.82
≡ AUR - Aurora Innovation Inc. Reduce 43.80% 5,275,578 0.19
≡ YOU - Clear Secure Inc. Reduce 45.63% 2,904,818 0.97
≡ SHOP - Shopify Inc. Reduce 55.03% 2,500,616 3.81
≡ CBZ - CBIZ Inc. Reduce 58.42% 2,293,098 1.10
≡ TOST - Toast Inc. Reduce 63.86% 4,061,875 1.36
≡ BKNG - Booking Holdings Inc. Reduce 66.97% 926,125 1.89
≡ RBLX - Roblox Corp. Reduce 67.06% 2,367,252 1.81
≡ FIG - Figma Inc Cl A Reduce 67.83% 3,642,117 1.29
≡ FSV - Firstservice Corp Reduce 80.30% 1,780,122 2.61
≡ DUOL - Duolingo Inc. Reduce 86.38% 755,738 1.27
≡ ENTG - Entegris Inc. Sell 100.00% 3,765,035 2.58
≡ FLUT - Flutter Entertainment Plc Sell 100.00% 1,243,988 2.34
≡ WST - West Pharmaceutical Services Sell 100.00% 1,172,583 2.28
≡ INTU - Intuit Inc. Sell 100.00% 437,256 2.21
≡ ESAB - ESAB Corp. Sell 100.00% 1,945,854 1.61
≡ WIX - Wix.com Ltd. Sell 100.00% 1,031,844 1.36
≡ HUBS - HubSpot Inc. Sell 100.00% 326,711 1.13
≡ FND - Floor & Decor Holdings Sell 100.00% 1,645,369 0.90
≡ MASI - Masimo Corp. Sell 100.00% 620,619 0.68
≡ RH - RH Sell 100.00% 221,434 0.33
≡ BIRK - Birkenstock Holding Plc Sell 100.00% 886,660 0.30
≡ XMTR - Xometry Inc. Sell 100.00% 669,274 0.27
≡ ROP - Roper Technologies Inc. Sell 100.00% 56,448 0.21
≡ OM - Outset Medical Inc. Sell 100.00% 1,023,706 0.11
≡ VIA - Via Transportation Inc Cl A Sell 100.00% 200,000 0.07
≡ SG - Sweetgreen Inc Class A Sell 100.00% 663,890 0.04
Q3  2025
≡ FLUT - Flutter Entertainment Plc Add 274.15% 911,507 1.71
≡ GSHD - Goosehead Insurance Inc. Add 126.52% 861,374 0.47
≡ DASH - DoorDash Inc. Add 62.83% 645,010 1.30
≡ BKNG - Booking Holdings Inc. Add 48.28% 450,325 0.72
≡ ESAB - ESAB Corp. Add 40.48% 560,678 0.46
≡ VEEV - Veeva Systems Inc. Add 28.85% 281,872 0.62
≡ ENTG - Entegris Inc. Add 23.20% 709,121 0.49
≡ XPO - XPO Logistics Add 20.48% 736,224 0.71
≡ MELI - Mercadolibre Inc. Add 18.55% 27,452 0.48
≡ FND - Floor & Decor Holdings Add 17.66% 246,991 0.14
≡ FSV - Firstservice Corp Add 12.89% 253,155 0.31
≡ WST - West Pharmaceutical Services Add 12.68% 131,935 0.26
≡ AYI - Acuity Brands Inc. Add 9.10% 113,720 0.29
≡ CIGI - Colliers International Group Inc. Add 2.03% 73,623 0.09
≡ PRVA - Privia Health Group Inc. Add 1.77% 203,842 0.04
≡ CPNG - Coupang Inc. Add 0.36% 89,207 0.02
≡ FIG - Figma Inc Cl A Buy 5,369,380 2.06
≡ FERG - Ferguson Enterprises Inc. Buy 1,088,970 1.81
≡ RKT - Rocket Companies Inc. Buy 10,991,236 1.58
≡ CBZ - CBIZ Inc. Buy 3,925,067 1.54
≡ WIX - Wix.com Ltd. Buy 1,031,844 1.36
≡ CLH - Clean Harbors Inc. Buy 573,666 0.99
≡ TECH - Bio-Techne Corp. Buy 1,395,966 0.58
≡ BIRK - Birkenstock Holding Plc Buy 886,660 0.30
≡ XMTR - Xometry Inc. Buy 669,274 0.27
≡ VIA - Via Transportation Inc Cl A Buy 200,000 0.07
≡ APG - APi Group Corp. Reduce 6.51% 1,037,174 0.26
≡ WRBY - Warby Parker Inc. Reduce 8.81% 845,201 0.17
≡ OPCH - Option Care Health Inc. Reduce 9.78% 805,808 0.17
≡ YOU - Clear Secure Inc. Reduce 15.01% 1,123,984 0.28
≡ AFRM - Affirm Holdings Inc. Reduce 15.17% 1,120,822 0.61
≡ FOUR - Shift4 Payments Inc. CL A Reduce 15.59% 1,038,959 0.60
≡ DUOL - Duolingo Inc. Reduce 18.49% 198,437 0.47
≡ RBLX - Roblox Corp. Reduce 23.07% 1,058,746 1.09
≡ TOST - Toast Inc. Reduce 37.92% 3,884,826 1.05
≡ OM - Outset Medical Inc. Reduce 38.22% 633,420 0.07
≡ AUR - Aurora Innovation Inc. Reduce 40.97% 8,360,075 0.33
≡ INTU - Intuit Inc. Reduce 44.11% 345,036 1.74
≡ HUBS - HubSpot Inc. Reduce 45.60% 273,828 0.95
≡ MASI - Masimo Corp. Reduce 46.68% 543,279 0.60
≡ RH - RH Reduce 65.73% 424,663 0.63
≡ SG - Sweetgreen Inc Class A Reduce 68.95% 1,474,106 0.09
≡ ROP - Roper Technologies Inc. Reduce 82.88% 273,261 1.02
≡ IWM - iShares Russell 2000 ETF Sell 100.00% 2,596,668 4.24