What Henry Ellenbogen Bought in Q1 2024
Durable Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$12.91B
Total Value
53
Holdings
0
New Buys
0
Reduced
In Q1 2024, Henry Ellenbogen reported 53 long equity positions worth $12.91B in their Durable Capital Partners 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | INTU | INTUIT | 1426264 | $927.1M | 7.18% | — |
| 2 | DUOL | DUOLINGO INC | 3105148 | $684.9M | 5.31% | — |
| 3 | HUBS | HUBSPOT INC | 1091362 | $683.8M | 5.30% | — |
| 4 | ROP | ROPER TECHNOLOGIES INC | 1194835 | $670.1M | 5.19% | — |
| 5 | JBHT | HUNT J B TRANS SVCS INC | 3222501 | $642.1M | 4.97% | — |
| 6 | RBC | RBC BEARINGS INC | 2346200 | $634.3M | 4.91% | — |
| 7 | BFAM | BRIGHT HORIZONS FAM SOL IN D | 4995579 | $566.3M | 4.39% | — |
| 8 | FSV | FIRSTSERVICE CORP NEW | 3036434 | $503.4M | 3.90% | — |
| 9 | BKNG | BOOKING HOLDINGS INC | 125729 | $456.1M | 3.53% | — |
| 10 | WST | WEST PHARMACEUTICAL SVSC INC | 1031053 | $408.0M | 3.16% | — |
| 11 | TEAM | ATLASSIAN CORPORATION | 2083614 | $406.5M | 3.15% | — |
| 12 | TOST | TOAST INC | 15943931 | $397.3M | 3.08% | — |
| 13 | CHE | CHEMED CORP NEW | 570219 | $366.0M | 2.84% | — |
| 14 | MOH | MOLINA HEALTHCARE INC | 868500 | $356.8M | 2.76% | — |
| 15 | DSGX | DESCARTES SYS GROUP INC | 3634837 | $332.7M | 2.58% | — |
| 16 | FOUR | SHIFT4 PMTS INC | 4768807 | $315.1M | 2.44% | — |
| 17 | MSCI | MSCI INC | 559077 | $313.3M | 2.43% | — |
| 18 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 4741483 | $305.2M | 2.36% | — |
| 19 | CPRT | COPART INC | 4375101 | $253.4M | 1.96% | — |
| 20 | CIGI | COLLIERS INTL GROUP INC | 2019290 | $246.8M | 1.91% | — |
| 21 | RH | RH | 647296 | $225.4M | 1.75% | — |
| 22 | VEEV | VEEVA SYS INC | 941262 | $218.1M | 1.69% | — |
| 23 | AVTR | AVANTOR INC | 8499352 | $217.3M | 1.68% | — |
| 24 | BIRK | BIRKENSTOCK HOLDING PLC | 4051201 | $191.4M | 1.48% | — |
| 25 | PRVA | PRIVIA HEALTH GROUP INC | 9090909 | $178.1M | 1.38% | — |
| 26 | CPNG | COUPANG INC | 9264645 | $164.8M | 1.28% | — |
| 27 | ROL | ROLLINS INC | 3439434 | $159.1M | 1.23% | — |
| 28 | PTC | PTC INC | 782773 | $147.9M | 1.15% | — |
| 29 | IR | INGERSOLL RAND INC | 1507562 | $143.1M | 1.11% | — |
| 30 | SGRY | SURGERY PARTNERS INC | 4784463 | $142.7M | 1.11% | — |
| 31 | GGG | GRACO INC | 1468593 | $137.3M | 1.06% | — |
| 32 | WCN | WASTE CONNECTIONS INC | 790242 | $135.9M | 1.05% | — |
| 33 | PCTY | PAYLOCITY HLDG CORP | 717243 | $123.3M | 0.96% | — |
| 34 | DDOG | DATADOG INC | 997079 | $123.2M | 0.95% | — |
| 35 | DOCS | DOXIMITY INC | 4454478 | $119.9M | 0.93% | — |
| 36 | ACHC | ACADIA HEALTHCARE COMPANY IN | 1396367 | $110.6M | 0.86% | — |
| 37 | ENTG | ENTEGRIS INC | 728893 | $102.4M | 0.79% | — |
| 38 | TDY | TELEDYNE TECHNOLOGIES INC | 219630 | $94.3M | 0.73% | — |
| 39 | SHOP | SHOPIFY INC | 1101256 | $85.0M | 0.66% | — |
| 40 | SAIA | SAIA INC | 137681 | $80.5M | 0.62% | — |
| 41 | YOU | CLEAR SECURE INC | 3443634 | $73.2M | 0.57% | — |
| 42 | IT | GARTNER INC | 148882 | $71.0M | 0.55% | — |
| 43 | TTC | TORO CO | 768420 | $70.4M | 0.55% | — |
| 44 | LFST | LIFESTANCE HEALTH GROUP INC | 10354962 | $63.9M | 0.50% | — |
| 45 | WRBY | WARBY PARKER INC | 4153374 | $56.5M | 0.44% | — |
| 46 | AUR | AURORA INNOVATION INC | 19970914 | $56.3M | 0.44% | — |
| 47 | DASH | DOORDASH INC | 290644 | $40.0M | 0.31% | — |
| 48 | ODFL | OLD DOMINION FREIGHT LINE IN | 150312 | $33.0M | 0.26% | — |
| 49 | PPLI | IAC INC | 601567 | $32.1M | 0.25% | — |
| 50 | EEM | iShares MSCI Emerging Markets ETF | 66096 | $13.9M | 0.11% | — |
| 51 | GSHD | GOOSEHEAD INS INC | 199058 | $13.3M | 0.10% | — |
| 52 | SPY | SPDR S&P 500 ETF | 14306 | $7.5M | 0.06% | — |
| 53 | AGL | AGILON HEALTH INC | 976133 | $6.0M | 0.05% | — |