Henry Ellenbogen · Durable Capital Partners LP
| Period: | Q4 2024 |
| Portfolio date: | Dec 31, 2024 |
| No. of stocks: | 46 |
| Portfolio value: | $12.3B |
Viewing historical Q4 2024 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| RBC · Rbc Bearings Inc. | 6.42 | New | 2,631,346 | $299.14 | $787,140,842 | $605.99 | +102.58% | $350.59 | $632.00 |
| DUOL · Duolingo Inc. | 6.13 | New | 2,319,294 | $324.23 | $751,984,694 | $107.99 | -66.69% | $87.89 | $544.93 |
| HUBS · Hubspot Inc. | 5.49 | New | 965,324 | $696.77 | $672,608,803 | — | — | — | — |
| CPNG · Coupang Inc. | 5.13 | New | 28,636,287 | $21.98 | $629,425,588 | $16.98 | -22.75% | $16.74 | $34.08 |
| TOST · Toast Inc. | 4.59 | New | 15,444,158 | $36.45 | $562,939,559 | $25.05 | -31.28% | $24.04 | $49.66 |
| FOUR · Shift4 Pmts Inc. | 4.34 | New | 5,130,841 | $103.78 | $532,478,679 | $42.58 | -58.97% | $39.91 | $108.50 |
| INTU · Intuit | 4.31 | New | 840,533 | $628.50 | $528,274,991 | $396.31 | -36.94% | $342.11 | $813.70 |
| BKNG · Booking Holdings Inc. | 3.82 | New | 94,296 | $4968.42 | $468,502,132 | $165.99 | -96.66% | $150.62 | $233.58 |
| FSV · Firstservice Corp. New | 3.80 | New | 2,574,268 | $181.02 | $465,993,993 | $134.56 | -25.67% | $124.37 | $209.66 |
| CVNA · Carvana Co. | 3.60 | New | 2,168,232 | $203.36 | $440,931,660 | $77.94 | -61.67% | $53.44 | $97.38 |
| SHOP · Shopify Inc. | 3.43 | New | 3,950,348 | $106.33 | $420,040,503 | $110.50 | +3.93% | $99.01 | $182.19 |
| TEAM · Atlassian Corporation | 3.13 | New | 1,575,546 | $243.38 | $383,456,385 | — | — | — | — |
| CIGI · Colliers Intl Group Inc. | 2.93 | New | 2,644,327 | $135.97 | $359,549,142 | $98.63 | -27.46% | $94.57 | $171.51 |
| AFRM · Affirm Hldgs Inc. | 2.91 | New | 5,858,283 | $60.90 | $356,769,435 | $64.01 | +5.11% | $42.09 | $100.00 |
| ROP · Roper Technologies Inc. | 2.72 | New | 641,644 | $519.85 | $333,558,633 | $343.32 | -33.96% | $313.07 | $584.03 |
| DSGX · Descartes Sys Group Inc. | 2.70 | New | 2,915,564 | $113.60 | $331,208,070 | $72.30 | -36.36% | $62.56 | $117.35 |
| AYI · Acuity Inc. | 2.59 | New | 1,088,477 | $292.13 | $317,976,786 | $293.33 | +0.41% | $253.03 | $380.17 |
| H5919C104 · On Hldg Ag | 2.45 | New | 5,481,302 | $54.77 | $300,210,911 | — | — | — | — |
| RBLX · Roblox Corp. | 2.01 | New | 4,261,329 | $57.86 | $246,560,496 | $41.91 | -27.57% | $41.66 | $150.59 |
| RH · Rh | 1.98 | New | 616,931 | $393.59 | $242,817,872 | $133.89 | -65.98% | $106.30 | $257.00 |
| PRVA · Privia Health Group Inc. | 1.83 | New | 11,487,843 | $19.55 | $224,587,331 | $23.05 | +17.88% | $18.77 | $26.51 |
| WRBY · Warby Parker Inc. Cl A | 1.78 | New | 9,017,825 | $24.21 | $218,321,543 | $29.55 | +22.06% | $14.96 | $31.00 |
| WST · West Pharmaceutical Svsc Inc. | 1.70 | New | 637,398 | $327.56 | $208,786,089 | $325.92 | -0.50% | $202.79 | $328.44 |
| ENTG · Entegris Inc. | 1.64 | New | 2,033,219 | $99.06 | $201,410,674 | $149.11 | +50.52% | $66.32 | $159.15 |
| 464287655 · Ishares Tr | 1.55 | New | 860,027 | $220.96 | $190,031,566 | — | — | — | — |
| APG · Api Group Corp. | 1.47 | New | 5,007,539 | $35.97 | $180,121,178 | $44.04 | +22.44% | $29.85 | $49.99 |
| ODFL · Old Dominion Freight Line In | 1.43 | New | 996,514 | $176.40 | $175,785,070 | $198.33 | +12.43% | $126.01 | $233.79 |
| DOCS · Doximity Inc. | 1.26 | New | 2,889,675 | $53.39 | $154,279,748 | $25.98 | -51.34% | $20.55 | $76.51 |
| 109194100 · Bright Horizons Fam Sol In D | 1.18 | New | 1,306,714 | $110.85 | $144,849,247 | — | — | — | — |
| MOH · Molina Healthcare Inc. | 1.14 | New | 478,706 | $291.05 | $139,327,381 | $185.94 | -36.11% | $121.06 | $333.00 |
| CPRT · Copart Inc. | 1.00 | New | 2,143,957 | $57.39 | $123,041,692 | $33.94 | -40.86% | $32.20 | $63.85 |
| SG · Sweetgreen Inc. | 0.91 | New | 3,494,933 | $32.06 | $112,047,552 | — | — | — | — |
| BIRK · Birkenstock Holding Plc | 0.91 | New | 1,962,084 | $56.66 | $111,171,679 | $39.34 | -30.57% | $33.06 | $59.50 |
| MNDY · Monday Com Ltd. | 0.90 | New | 467,602 | $235.44 | $110,092,215 | $72.07 | -69.39% | $57.50 | $316.98 |
| AVTR · Avantor Inc. | 0.83 | New | 4,809,948 | $21.07 | $101,345,604 | $8.31 | -60.56% | $7.26 | $15.93 |
| WIX · Wix Com Ltd. | 0.73 | New | 418,733 | $214.55 | $89,839,165 | $80.12 | -62.66% | $60.22 | $191.24 |
| PTC · Ptc Inc. | 0.66 | New | 440,842 | $183.87 | $81,057,619 | — | — | — | — |
| AUR · Aurora Innovation Inc. | 0.66 | New | 12,757,155 | $6.30 | $80,370,077 | $7.08 | +12.38% | $3.60 | $8.06 |
| CHWY · Chewy Inc. | 0.64 | New | 2,360,417 | $33.49 | $79,050,365 | $22.97 | -31.41% | $22.47 | $48.62 |
| TTAN · Servicetitan Inc. | 0.62 | New | 741,403 | $102.87 | $76,268,127 | $63.04 | -38.72% | $55.23 | $131.33 |
| XPO · Xpo Inc. | 0.62 | New | 578,903 | $131.15 | $75,923,128 | $204.50 | +55.93% | $110.78 | $231.46 |
| LFST · Lifestance Health Group Inc. | 0.57 | New | 9,508,826 | $7.37 | $70,080,048 | $7.70 | +4.41% | $3.74 | $8.89 |
| VSEC · Vse Corp. | 0.47 | New | 609,583 | $95.10 | $57,971,343 | $193.05 | +103.00% | $123.69 | $232.61 |
| ALHC · Alignment Healthcare Inc. | 0.42 | New | 4,586,110 | $11.25 | $51,593,738 | — | — | — | — |
| DASH · Doordash Inc. | 0.31 | New | 227,553 | $167.75 | $38,172,016 | $163.93 | -2.28% | $143.30 | $285.50 |
| PCOR · Procore Technologies Inc. | 0.28 | New | 450,100 | $74.93 | $33,725,993 | $53.28 | -28.89% | $46.08 | $82.31 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
8 sectors represented
Whales with similar holdings to Henry Ellenbogen
Ranked by number of overlapping positions in current portfolios
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