Henry Ellenbogen · Durable Capital Partners LP
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 40 |
| Portfolio value: | $10.6B |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| RBC · Rbc Bearings Inc. | 9.95 | Reduce 6.99% | 2,344,911 | $448.43 | $1,051,528,440 | $605.99 | +35.14% | $350.59 | $632.00 |
| DASH · Doordash Inc. | 7.67 | Add 114.08% | 3,578,745 | $226.48 | $810,514,168 | $163.93 | -27.62% | $143.30 | $285.50 |
| MELI · Mercadolibre Inc. | 5.87 | Add 75.52% | 307,932 | $2014.26 | $620,255,110 | $1632.52 | -18.95% | $1593.21 | $2645.22 |
| CPNG · Coupang Inc. | 5.46 | Reduce 1.53% | 24,452,985 | $23.59 | $576,845,916 | $16.98 | -28.02% | $16.74 | $34.08 |
| APG · Api Group Corp. | 5.44 | Add 0.80% | 15,017,378 | $38.26 | $574,564,882 | $44.04 | +15.11% | $29.85 | $49.99 |
| XPO · Xpo Inc. | 5.08 | Reduce 8.82% | 3,949,100 | $135.91 | $536,722,181 | $204.50 | +50.47% | $110.78 | $231.46 |
| CIGI · Colliers Intl Group Inc. | 4.69 | Reduce 8.90% | 3,369,760 | $147.01 | $495,388,418 | $98.63 | -32.91% | $94.57 | $171.51 |
| FOUR · Shift4 Pmts Inc. | 3.94 | Add 17.43% | 6,606,969 | $62.97 | $416,040,838 | $42.58 | -32.38% | $39.91 | $108.50 |
| CVNA · Carvana Co. | 3.69 | Add 3.65% | 925,045 | $422.02 | $390,387,491 | $77.94 | -81.53% | $53.44 | $97.38 |
| FERG · Ferguson Enterprises | 3.29 | Add 43.38% | 1,561,342 | $222.63 | $347,601,569 | $241.34 | +8.40% | $173.53 | $271.64 |
| 77311W101 · Rocket Cos Inc. | 3.20 | Add 58.95% | 17,470,197 | $19.36 | $338,223,014 | — | — | — | — |
| SHOP · Shopify Inc. | 3.11 | Reduce 55.03% | 2,043,219 | $160.97 | $328,896,962 | $110.50 | -31.35% | $99.01 | $182.19 |
| AYI · Acuity Inc. | 2.78 | Reduce 40.21% | 815,322 | $360.04 | $293,548,533 | $293.33 | -18.53% | $253.03 | $380.17 |
| MDLN · Medline Inc. | 2.74 | New | 6,900,000 | $42.00 | $289,800,000 | $39.52 | -5.90% | $34.89 | $50.88 |
| PRVA · Privia Health Group Inc. | 2.71 | Add 3.39% | 12,087,843 | $23.71 | $286,602,758 | $23.05 | -2.80% | $18.77 | $26.51 |
| OPCH · Option Care Health Inc. | 2.71 | Add 20.98% | 8,991,254 | $31.86 | $286,461,352 | $20.51 | -35.62% | $18.01 | $36.80 |
| AFRM · Affirm Hldgs Inc. | 2.59 | Reduce 41.28% | 3,681,173 | $74.43 | $273,989,706 | $64.01 | -14.00% | $42.09 | $100.00 |
| Q · Qnity Electronics Inc. | 2.16 | New | 2,800,861 | $81.65 | $228,690,301 | $147.33 | +80.44% | $70.50 | $151.36 |
| VEEV · Veeva Sys Inc. | 2.01 | Reduce 24.38% | 951,896 | $223.23 | $212,491,744 | $166.34 | -25.48% | $148.05 | $310.50 |
| ULS · Ul Solutions Inc. | 1.91 | New | 2,563,523 | $78.86 | $202,159,424 | $100.44 | +27.36% | $61.64 | $107.54 |
| CLH · Clean Harbors Inc. | 1.85 | Add 45.51% | 834,763 | $234.48 | $195,735,228 | $291.15 | +24.17% | $201.34 | $316.98 |
| WRBY · Warby Parker Inc. Cl A | 1.51 | Reduce 16.48% | 7,310,605 | $21.79 | $159,298,083 | $29.55 | +35.61% | $14.96 | $31.00 |
| VSEC · Vse Corp. | 1.44 | Add 1.64% | 879,228 | $172.77 | $151,904,222 | $193.05 | +11.74% | $123.69 | $232.61 |
| DSGX · Descartes Sys Group Inc. | 1.42 | New | 1,710,202 | $87.66 | $149,916,307 | $72.30 | -17.52% | $62.56 | $117.35 |
| SRAD · Sportradar Group Ag | 1.34 | New | 5,956,331 | $23.77 | $141,581,988 | $13.04 | -45.14% | $11.66 | $32.22 |
| TWLO · Twilio Inc. | 1.29 | New | 962,089 | $142.24 | $136,847,539 | $201.70 | +41.80% | $91.84 | $203.71 |
| TECH · Bio-Techne Corp. | 1.16 | Add 49.64% | 2,088,891 | $58.81 | $122,847,680 | $48.36 | -17.77% | $45.12 | $72.16 |
| YOU · Clear Secure Inc. | 1.15 | Reduce 45.63% | 3,461,549 | $35.08 | $121,431,139 | $56.81 | +61.94% | $23.88 | $61.68 |
| GSHD · Goosehead Ins Inc. | 1.09 | Add 1.35% | 1,562,969 | $73.65 | $115,112,667 | $40.86 | -44.52% | $39.64 | $114.76 |
| APP · Applovin Corp. | 1.04 | Reduce 13.01% | 163,405 | $673.82 | $110,105,557 | $468.55 | -30.46% | $320.00 | $745.61 |
| BKNG · Booking Holdings Inc. | 0.93 | Reduce 66.97% | 18,274 | $5355.33 | $97,863,300 | $165.99 | -96.90% | $150.62 | $233.58 |
| RBLX · Roblox Corp. | 0.89 | Reduce 67.06% | 1,162,730 | $81.03 | $94,216,012 | $41.91 | -48.28% | $41.66 | $150.59 |
| CBZ · Cbiz Inc. | 0.78 | Reduce 58.42% | 1,631,969 | $50.45 | $82,332,836 | $30.92 | -38.71% | $24.29 | $77.91 |
| TOST · Toast Inc. | 0.77 | Reduce 63.86% | 2,299,023 | $35.51 | $81,638,307 | $25.05 | -29.46% | $24.04 | $49.66 |
| FSV · Firstservice Corp. New | 0.64 | Reduce 80.30% | 436,598 | $155.53 | $67,904,087 | $134.56 | -13.48% | $124.37 | $209.66 |
| FIG · Figma Inc. | 0.61 | Reduce 67.83% | 1,727,263 | $37.37 | $64,547,818 | $20.66 | -44.72% | $16.60 | $142.92 |
| ANDG · Andersen Group Inc. | 0.41 | New | 1,670,485 | $25.93 | $43,315,676 | $36.51 | +40.80% | $18.12 | $36.70 |
| AUR · Aurora Innovation Inc. | 0.25 | Reduce 43.80% | 6,768,585 | $3.84 | $25,991,366 | $7.08 | +84.38% | $3.60 | $8.06 |
| 464287655 · Ishares Tr | 0.23 | New | 96,776 | $246.16 | $23,822,380 | — | — | — | — |
| DUOL · Duolingo Inc. | 0.20 | Reduce 86.38% | 119,181 | $175.50 | $20,916,266 | $107.99 | -38.47% | $87.89 | $544.93 |
* 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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