Henry Ellenbogen's Portfolio

Durable Capital Partners 13F holdings

What is Henry Ellenbogen's portfolio?

Durable Capital Partners has disclosed a total of 40 security holdings in their (2025 Q4) SEC 13F filing(s) with portfolio value of $10,568,041,265.

What stocks does Henry Ellenbogen own?

In Henry Ellenbogen's portfolio as of 31 Dec 2025, the top 5 holdings are (RBC) RBC BEARINGS INC (9.95%), (DASH) DOORDASH INC - A (7.67%), (MELI) MERCADOLIBRE INC (5.87%), (CPNG) COUPANG INC (5.46%) and (APG) API GROUP CORP (5.44%).

To see the historical data of Durable Capital Partners's portfolio holdings please click on the "2025 Q4" dropdown menu and select the date.

To see Durable Capital Partners's original 13F reports (2025 Q4), please click on the "important" button.

Portfolio value: $10B+
Period: 2025 Q4
Number of stock: 40
Update: 17 Feb 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
AYI
ACUITY BRANDS INC
2.78%
815,322
$360.04
16.11% $302.04
$293,548,533
-40.21% (-548,297)
-1.87%
AFRM
AFFIRM HOLDINGS INC
2.59%
3,681,173
$74.43
14.54% $63.61
$273,989,706
-41.28% (-2,587,342)
-1.82%
ANDG
ANDERSEN GROUP INC - A
0.41%
1,670,485
$25.93
48.05% $38.39
$43,315,676
buy
+0.41%
APG
API GROUP CORP
5.44%
15,017,378
$38.26
9.72% $41.98
$574,564,882
+0.80% (+119,200)
+0.04%
APP
APPLOVIN CORP-CLASS A
1.04%
163,405
$673.82
17.31% $557.20
$110,105,557
-13.01% (-24,431)
-0.16%
AUR
AURORA INNOVATION INC
0.25%
6,768,585
$3.84
64.32% $6.31
$25,991,366
-43.80% (-5,275,578)
-0.19%
TECH
BIO-TECHNE CORP
1.16%
2,088,891
$58.81
11.60% $51.99
$122,847,680
+49.64% (+692,925)
+0.39%
BKNG
BOOKING HOLDINGS INC
0.93%
18,274
$5,355.33
96.90% $165.84
$97,863,300
-66.97% (-37,045)
-1.88%
CVNA
CARVANA CO
3.69%
925,045
$422.02
84.24% $66.51
$390,387,491
+3.65% (+32,568)
+0.13%
CBZ
CBIZ INC
0.78%
1,631,969
$50.45
32.75% $33.93
$82,332,836
-58.42% (-2,293,098)
-1.09%
CLH
CLEAN HARBORS INC
1.85%
834,763
$234.48
20.71% $283.03
$195,735,228
+45.51% (+261,097)
+0.58%
YOU
CLEAR SECURE INC -CLASS A
1.15%
3,461,549
$35.08
55.42% $54.52
$121,431,139
-45.63% (-2,904,818)
-0.96%
CIGI
COLLIERS INTERNATIONAL GROUP
4.69%
3,369,760
$147.01
33.91% $97.16
$495,388,418
-8.90% (-329,364)
-0.46%
CPNG
COUPANG INC
5.46%
24,452,985
$23.59
35.78% $15.15
$576,845,916
-1.53% (-380,204)
-0.08%
DSGX
DESCARTES SYSTEMS GRP/THE
1.42%
1,710,202
$87.66
13.92% $75.46
$149,916,307
buy
+1.42%
DASH
DOORDASH INC - A
7.67%
3,578,745
$226.48
30.77% $156.80
$810,514,168
+114.08% (+1,907,086)
+4.09%
DUOL
DUOLINGO
0.20%
119,181
$175.50
37.87% $109.03
$20,916,266
-86.38% (-755,738)
-1.26%
FERG
FERGUSON ENTERPRISES INC
3.29%
1,561,342
$222.63
-
$347,601,569
+43.38% (+472,372)
+1.00%
FIG
FIGMA INC-CL A
0.61%
1,727,263
$37.37
41.80% $21.75
$64,547,818
-67.83% (-3,642,117)
-1.29%
FSV
FIRSTSERVICE CORP
0.64%
436,598
$155.53
9.55% $140.68
$67,904,087
-80.30% (-1,780,122)
-2.62%
20 of 40

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
XMTR
XOMETRY INC-A
669,274
-0.34%
WST
WEST PHARMACEUTICAL SERVICES
1,172,583
-2.91%
WIX
WIXCOM LTD
1,031,844
-1.73%
VIA
VIA TRANSPORTATION INC-CL A
200,000
-0.09%
SG
SWEETGREEN INC - CLASS A
663,890
-0.05%
ROP
ROPER TECHNOLOGIES INC
56,448
-0.27%
RH
RH
221,434
-0.43%
OM
OUTSET MEDICAL INC
1,023,706
-0.14%
MASI
MASIMO CORP
620,619
-0.87%
INTU
INTUIT INC
437,256
-2.83%

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.