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
AYI
ACUITY BRANDS INC
3.48%
1,363,619
$344.39
12.30% $302.04
$469,616,747
+9.10% (+113,720)
+0.29%
AFRM
AFFIRM HOLDINGS INC
3.39%
6,268,515
$73.08
12.96% $63.61
$458,103,076
-15.17% (-1,120,822)
-0.61%
APG
API GROUP CORP
3.79%
14,898,178
$34.37
22.14% $41.98
$512,050,378
+40.24% (+4,274,610)
+1.09%
APP
APPLOVIN CORP-CLASS A
1.00%
187,836
$718.54
22.45% $557.20
$134,967,679
AUR
AURORA INNOVATION INC
0.48%
12,044,163
$5.39
17.07% $6.31
$64,918,039
-40.97% (-8,360,075)
-0.33%
TECH
BIO-TECHNE CORP
0.58%
1,395,966
$55.63
6.54% $51.99
$77,657,589
buy
+0.58%
BIRK
BIRKENSTOCK HOLDING PLC
0.30%
886,660
$45.25
6.43% $42.34
$40,121,365
buy
+0.30%
BKNG
BOOKING HOLDINGS INC
2.21%
55,319
$5,399.27
96.93% $165.84
$298,682,217
+48.28% (+18,013)
+0.72%
CVNA
CARVANA CO
2.49%
892,477
$377.24
82.37% $66.51
$336,678,023
CBZ
CBIZ INC
1.54%
3,925,067
$52.96
35.93% $33.93
$207,871,548
buy
+1.54%
CLH
CLEAN HARBORS INC
0.99%
573,666
$232.22
21.88% $283.03
$133,216,719
buy
+0.99%
YOU
CLEAR SECURE INC -CLASS A
1.57%
6,366,367
$33.38
63.33% $54.52
$212,509,330
-15.01% (-1,123,984)
-0.28%
CIGI
COLLIERS INTERNATIONAL GROUP
4.28%
3,699,124
$156.21
37.80% $97.16
$577,840,160
+2.03% (+73,623)
+0.09%
CPNG
COUPANG INC
5.93%
24,833,189
$32.20
52.95% $15.15
$799,628,686
+0.36% (+89,207)
+0.02%
DASH
DOORDASH INC - A
3.37%
1,671,659
$271.99
42.35% $156.80
$454,674,531
+62.83% (+645,010)
+1.30%
DUOL
DUOLINGO
2.09%
874,919
$321.84
66.12% $109.03
$281,583,931
-18.49% (-198,437)
-0.47%
ENTG
ENTEGRIS INC
2.58%
3,765,035
$92.46
35.64% $125.41
$348,115,136
+23.20% (+709,121)
+0.49%
ESAB
ESAB CORP
1.61%
1,945,854
$111.74
21.29% $87.95
$217,429,726
+40.48% (+560,678)
+0.46%
FERG
FERGUSON ENTERPRISES INC
1.81%
1,088,970
$224.58
-
$244,560,883
buy
+1.81%
FIG
FIGMA INC-CL A
2.06%
5,369,380
$51.87
58.07% $21.75
$278,509,741
buy
+2.06%
20 of 48

Completely sold out

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

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.