What Henry Ellenbogen Bought in Q2 2025
Durable Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$13.21B
Total Value
44
Holdings
4
New Buys
16
Reduced
In Q2 2025, Henry Ellenbogen reported 44 long equity positions worth $13.21B in their Durable Capital Partners 13F filing, including 4 new positions (largest: VEEVA SYS INC at $281.4M) and 21 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | RBC | RBC BEARINGS INC | 2521043 | $970.1M | 7.35% | -4.2% |
| 2 | CPNG | COUPANG INC | 24743982 | $741.3M | 5.61% | +7.5% |
| 3 | FOUR | SHIFT4 PMTS INC | 6665443 | $660.6M | 5.00% | +12.6% |
| 4 | INTU | INTUIT | 782292 | $616.2M | 4.67% | +12.1% |
| 5 | EEM | iShares MSCI Emerging Markets ETF | 2596668 | $560.3M | 4.24% | +105.5% |
| 6 | APG | API GROUP CORP | 10623568 | $542.3M | 4.11% | 19.2% |
| 7 | SHOP | SHOPIFY INC | 4543835 | $524.1M | 3.97% | +6.3% |
| 8 | AFRM | AFFIRM HLDGS INC | 7389337 | $510.9M | 3.87% | +12.3% |
| 9 | RBLX | ROBLOX CORP | 4588728 | $482.7M | 3.66% | +32.4% |
| 10 | CIGI | COLLIERS INTL GROUP INC | 3625501 | $473.3M | 3.58% | +22.0% |
| 11 | XPO | XPO INC | 3595056 | $454.0M | 3.44% | +79.3% |
| 12 | TOST | TOAST INC | 10245724 | $453.8M | 3.44% | -5.5% |
| 13 | DUOL | DUOLINGO INC | 1073356 | $440.1M | 3.33% | -36.6% |
| 14 | MELI | MERCADOLIBRE INC | 147984 | $386.8M | 2.93% | 155.3% |
| 15 | AYI | ACUITY INC | 1249899 | $372.9M | 2.82% | +13.8% |
| 16 | FSV | FIRSTSERVICE CORP NEW | 1963565 | $342.9M | 2.60% | -9.0% |
| 17 | HUBS | HUBSPOT INC | 600539 | $334.3M | 2.53% | -29.1% |
| 18 | CVNA | CARVANA CO | 892477 | $300.7M | 2.28% | +-53.8% |
| 19 | VEEV | VEEVA SYS INC | 976981 | $281.4M | 2.13% | NEW |
| 20 | OPCH | OPTION CARE HEALTH INC | 8237577 | $267.6M | 2.03% | +134.2% |
| 21 | PRVA | PRIVIA HEALTH GROUP INC | 11487843 | $264.2M | 2.00% | — |
| 22 | DASH | DOORDASH INC | 1026649 | $253.1M | 1.92% | — |
| 23 | ENTG | ENTEGRIS INC | 3055914 | $246.5M | 1.87% | +4.9% |
| 24 | DSGX | DESCARTES SYS GROUP INC | 2253704 | $229.1M | 1.73% | -20.0% |
| 25 | WST | WEST PHARMACEUTICAL SVSC INC | 1040648 | $227.7M | 1.72% | -33.8% |
| 26 | BKNG | BOOKING HOLDINGS INC | 37306 | $216.0M | 1.64% | -59.8% |
| 27 | WRBY | WARBY PARKER INC | 9597808 | $210.5M | 1.59% | +-6.0% |
| 28 | YOU | CLEAR SECURE INC | 7490351 | $207.9M | 1.57% | +153.1% |
| 29 | MASI | MASIMO CORP | 1163898 | $195.8M | 1.48% | +3.4% |
| 30 | ROP | ROPER TECHNOLOGIES INC | 329709 | $186.9M | 1.42% | -41.6% |
| 31 | ESAB | ESAB CORPORATION | 1385176 | $167.0M | 1.26% | 41.5% |
| 32 | MOH | MOLINA HEALTHCARE INC | 535967 | $159.7M | 1.21% | -1.0% |
| 33 | RH | RH | 646097 | $122.1M | 0.92% | +125.1% |
| 34 | VSECU | VSE CORP | 865017 | $113.3M | 0.86% | — |
| 35 | AUR | AURORA INNOVATION INC | 20404238 | $106.9M | 0.81% | +36.7% |
| 36 | FND | FLOOR & DECOR HLDGS INC | 1398378 | $106.2M | 0.80% | NEW |
| 37 | FLUT | FLUTTER ENTMT PLC | 332481 | $95.0M | 0.72% | +57.6% |
| 38 | EVH | EVOLENT HEALTH INC | 6423293 | $72.3M | 0.55% | NEW |
| 39 | GSHD | GOOSEHEAD INS INC | 680812 | $71.8M | 0.54% | NEW |
| 40 | APP | APPLOVIN CORP | 187836 | $65.8M | 0.50% | -44.0% |
| 41 | MNDY | MONDAY COM LTD | 189684 | $59.7M | 0.45% | +1.8% |
| 42 | PTC | PTC INC | 278710 | $48.0M | 0.36% | +18.6% |
| 43 | OM | OUTSET MED INC | 1657126 | $31.8M | 0.24% | -4.8% |
| 44 | SG | SWEETGREEN INC | 2137996 | $31.8M | 0.24% | -52.8% |