Henry Ellenbogen's Portfolio

Durable Capital Partners 13F holdings

What is Henry Ellenbogen's portfolio?

Durable Capital Partners has disclosed a total of 48 security holdings in their (2025 Q3) SEC 13F filing(s) with portfolio value of $13,495,227,356.

What stocks does Henry Ellenbogen own?

In Henry Ellenbogen's portfolio as of 30 Sep 2025, the top 5 holdings are (RBC) RBC BEARINGS INC (7.29%), (CPNG) COUPANG INC (5.93%), (SHOP) SHOPIFY INC - CLASS A (5.00%), (CIGI) COLLIERS INTERNATIONAL GROUP (4.28%) and (XPO) XPO LOGISTICS INC (4.15%).

To see the historical data of Durable Capital Partners's portfolio holdings please click on the "2025 Q3" dropdown menu and select the date.

To see Durable Capital Partners's original 13F reports (2025 Q3), please click on the "important" button.

Portfolio value: $13B+
Period: 2025 Q3
Number of stock: 48
Update: 14 Nov 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
VEEV
VEEVA SYSTEMS INC-CLASS A
2.78%
1,258,853
$297.91
42.06% $172.61
$375,024,897
+28.85% (+281,872)
+0.62%
VIA
VIA TRANSPORTATION INC-CL A
0.07%
200,000
$48.08
-
$9,616,000
buy
+0.07%
VSEC
VSE CORP
1.07%
865,017
$166.24
8.61% $180.56
$143,800,426
WRBY
WARBY PARKER INC-CLASS A
1.79%
8,752,607
$27.58
17.62% $22.72
$241,396,901
-8.81% (-845,201)
-0.17%
WST
WEST PHARMACEUTICAL SERVICES
2.28%
1,172,583
$262.33
19.89% $314.50
$307,603,698
+12.68% (+131,935)
+0.26%
WIX
WIXCOM LTD
1.36%
1,031,844
$177.63
70.51% $52.39
$183,286,450
buy
+1.36%
XMTR
XOMETRY INC-A
0.27%
669,274
$54.47
48.08% $80.66
$36,455,355
buy
+0.27%
XPO
XPO LOGISTICS INC
4.15%
4,331,280
$129.27
69.37% $218.94
$559,904,566
+20.48% (+736,224)
+0.71%
8 of 48

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
DSGX
DESCARTES SYSTEMS GRP/THE
2,253,704
-1.70%
EVH
EVOLENT HEALTH INC - A
6,423,293
-0.54%
IWM
ISHARES RUSSELL 2000 ETF
2,596,668
-4.15%
MOH
MOLINA HEALTHCARE INC
535,967
-1.18%
MNDY
MONDAYCOM LTD
189,684
-0.44%
PTC
PTC INC
278,710
-0.36%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.