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
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
Q2  2025
≡ MELI - Mercadolibre Inc. Add 155.33% 90,026 1.78
≡ YOU - Clear Secure Inc. Add 153.12% 4,531,161 0.95
≡ OPCH - Option Care Health Inc. Add 134.25% 4,720,988 1.16
≡ RH - RH Add 125.12% 359,101 0.51
≡ IWM - iShares Russell 2000 ETF Add 105.54% 1,333,316 2.18
≡ XPO - XPO Logistics Add 79.28% 1,589,759 1.52
≡ FLUT - Flutter Entertainment Plc Add 57.56% 121,465 0.26
≡ ESAB - ESAB Corp. Add 41.47% 406,057 0.37
≡ AUR - Aurora Innovation Inc. Add 36.74% 5,481,969 0.22
≡ RBLX - Roblox Corp. Add 32.37% 1,122,153 0.90
≡ CIGI - Colliers International Group Inc. Add 21.96% 652,744 0.64
≡ APG - APi Group Corp. Add 19.22% 2,568,596 0.66
≡ PTC - PTC Inc. Add 18.57% 43,645 0.06
≡ AYI - Acuity Brands Inc. Add 13.78% 151,414 0.34
≡ FOUR - Shift4 Payments Inc. CL A Add 12.60% 745,650 0.56
≡ AFRM - Affirm Holdings Inc. Add 12.28% 808,455 0.42
≡ INTU - Intuit Inc. Add 12.15% 84,725 0.51
≡ CPNG - Coupang Inc. Add 7.54% 1,734,980 0.39
≡ SHOP - Shopify Inc. Add 6.27% 268,016 0.23
≡ ENTG - Entegris Inc. Add 4.86% 141,497 0.09
≡ MASI - Masimo Corp. Add 3.40% 38,279 0.05
≡ MNDY - monday.com Ltd. Add 1.81% 3,372 0.01
≡ VEEV - Veeva Systems Inc. Buy 976,981 2.13
≡ FND - Floor & Decor Holdings Buy 1,398,378 0.80
≡ EVH - Evolent Health Inc. Buy 6,423,293 0.55
≡ GSHD - Goosehead Insurance Inc. Buy 680,812 0.54
Q1  2025
≡ DASH - DoorDash Inc. Add 351.17% 799,096 1.31
≡ XPO - XPO Logistics Add 246.40% 1,426,394 1.37
≡ WST - West Pharmaceutical Services Add 146.80% 935,721 1.87
≡ PCOR - Procore Technologies Inc. Add 83.32% 375,020 0.22
≡ APG - APi Group Corp. Add 77.96% 5,855,448 1.25
≡ IWM - iShares Russell 2000 ETF Add 46.90% 403,325 0.72
≡ ENTG - Entegris Inc. Add 43.34% 881,198 0.69
≡ VSEC - VSE Corp. Add 41.90% 255,434 0.27
≡ WIX - Wix.com Ltd. Add 38.71% 162,075 0.24
≡ SG - Sweetgreen Inc Class A Add 29.48% 1,030,176 0.23
≡ AUR - Aurora Innovation Inc. Add 16.97% 2,165,114 0.13
≡ FOUR - Shift4 Payments Inc. CL A Add 15.38% 788,952 0.58
≡ WRBY - Warby Parker Inc. Add 13.25% 1,194,558 0.19
≡ MOH - Molina Healthcare Inc. Add 13.14% 62,899 0.18
≡ CIGI - Colliers International Group Inc. Add 12.42% 328,430 0.36
≡ AFRM - Affirm Holdings Inc. Add 12.33% 722,599 0.29
≡ SHOP - Shopify Inc. Add 8.24% 325,471 0.28
≡ AYI - Acuity Brands Inc. Add 0.92% 10,008 0.02
≡ MASI - Masimo Corp. Buy 1,125,619 1.68
≡ IDXX - IDEXX Laboratories Buy 364,757 1.37
≡ OPCH - Option Care Health Inc. Buy 3,516,589 1.10
≡ FERG - Ferguson Enterprises Inc. Buy 730,754 1.05
≡ ESAB - ESAB Corp. Buy 979,119 1.02
≡ MELI - Mercadolibre Inc. Buy 57,958 1.01
≡ APP - Applovin Corp. Buy 335,558 0.79
≡ YOU - Clear Secure Inc. Buy 2,959,190 0.69
≡ FLUT - Flutter Entertainment Plc Buy 211,016 0.42