Henry Ellenbogen - Durable Capital Partners

History Stock Activity ▼ Share change % change to portfolio
Q4  2025
≡ 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
≡ 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
≡ DSGX - Descartes Systems Group Sell 100.00% 2,253,704 1.73
≡ MOH - Molina Healthcare Inc. Sell 100.00% 535,967 1.21
≡ EVH - Evolent Health Inc. Sell 100.00% 6,423,293 0.55
≡ MNDY - monday.com Ltd. Sell 100.00% 189,684 0.45
≡ PTC - PTC Inc. Sell 100.00% 278,710 0.36
Q2  2025
≡ MOH - Molina Healthcare Inc. Reduce 1.04% 5,638 0.01
≡ RBC - RBC Bearings Inc. Reduce 4.19% 110,303 0.32
≡ OM - Outset Medical Inc. Reduce 4.77% 83,090 0.01
≡ TOST - Toast Inc. Reduce 5.45% 590,970 0.20
≡ WRBY - Warby Parker Inc. Reduce 6.02% 614,575 0.10
≡ FSV - Firstservice Corp Reduce 8.96% 193,148 0.26
≡ DSGX - Descartes Systems Group Reduce 20.05% 565,053 0.43
≡ HUBS - HubSpot Inc. Reduce 29.14% 246,924 1.04
≡ WST - West Pharmaceutical Services Reduce 33.85% 532,471 0.88
≡ DUOL - Duolingo Inc. Reduce 36.65% 620,927 1.93
≡ ROP - Roper Technologies Inc. Reduce 41.62% 235,090 1.01
≡ APP - Applovin Corp. Reduce 44.02% 147,722 0.39
≡ SG - Sweetgreen Inc Class A Reduce 52.75% 2,387,113 0.27
≡ CVNA - Carvana Co. Reduce 53.83% 1,040,495 2.66
≡ BKNG - Booking Holdings Inc. Reduce 59.84% 1,389,425 2.44
≡ IDXX - IDEXX Laboratories Sell 100.00% 364,757 1.37
≡ FERG - Ferguson Enterprises Inc. Sell 100.00% 730,754 1.05
≡ ONON - On Holding AG Sell 100.00% 2,265,569 0.89
≡ WIX - Wix.com Ltd. Sell 100.00% 580,808 0.85
≡ BFAM - Bright Horizons Family Solutions Inc. Sell 100.00% 568,078 0.64
≡ ALHC - Alignment Healthcare Inc. Sell 100.00% 3,589,745 0.60
≡ PCOR - Procore Technologies Inc. Sell 100.00% 825,120 0.49
≡ TTAN - Servicetitan Inc A Sell 100.00% 516,403 0.44
≡ KRMN - Karman Holdings Inc Sell 100.00% 575,000 0.17
≡ BIRK - Birkenstock Holding Plc Sell 100.00% 326,630 0.13
≡ CHWY - Chewy Inc. Sell 100.00% 351,266 0.10
Q1  2025
≡ BKNG - Booking Holdings Inc. Reduce 1.50% 35,325 0.06
≡ DSGX - Descartes Systems Group Reduce 3.32% 96,807 0.09
≡ CVNA - Carvana Co. Reduce 10.85% 235,260 0.44
≡ ROP - Roper Technologies Inc. Reduce 11.98% 76,845 0.41
≡ HUBS - HubSpot Inc. Reduce 12.21% 117,861 0.60
≡ FSV - Firstservice Corp Reduce 16.22% 417,555 0.62
≡ INTU - Intuit Inc. Reduce 17.01% 142,966 0.78
≡ RBLX - Roblox Corp. Reduce 18.65% 794,754 0.41
≡ CPNG - Coupang Inc. Reduce 19.65% 5,627,285 1.10
≡ ALHC - Alignment Healthcare Inc. Reduce 21.73% 996,365 0.17
≡ DUOL - Duolingo Inc. Reduce 26.95% 625,011 1.73
≡ TOST - Toast Inc. Reduce 29.83% 4,607,464 1.36
≡ TTAN - Servicetitan Inc A Reduce 30.35% 225,000 0.19
≡ PTC - PTC Inc. Reduce 46.68% 205,777 0.29
≡ RH - RH Reduce 53.48% 329,935 0.69
≡ BFAM - Bright Horizons Family Solutions Inc. Reduce 56.53% 738,636 0.83