What Henry Ellenbogen Bought in Q3 2025
Durable Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$13.50B
Total Value
48
Holdings
10
New Buys
14
Reduced
In Q3 2025, Henry Ellenbogen reported 48 long equity positions worth $13.50B in their Durable Capital Partners 13F filing, including 10 new positions (largest: FIGMA INC at $278.5M) and 19 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | RBC | RBC BEARINGS INC | 2521043 | $983.9M | 7.29% | — |
| 2 | CPNG | COUPANG INC | 24833189 | $799.6M | 5.93% | +0.4% |
| 3 | SHOP | SHOPIFY INC | 4543835 | $675.3M | 5.00% | — |
| 4 | CIGI | COLLIERS INTL GROUP INC | 3699124 | $577.8M | 4.28% | +2.0% |
| 5 | XPO | XPO INC | 4331280 | $559.9M | 4.15% | +20.5% |
| 6 | APG | API GROUP CORP | 14898178 | $512.1M | 3.79% | +40.2% |
| 7 | RBLX | ROBLOX CORP | 3529982 | $489.0M | 3.62% | -23.1% |
| 8 | AYI | ACUITY INC | 1363619 | $469.6M | 3.48% | +9.1% |
| 9 | AFRM | AFFIRM HLDGS INC | 6268515 | $458.1M | 3.39% | -15.2% |
| 10 | DASH | DOORDASH INC | 1671659 | $454.7M | 3.37% | +62.8% |
| 11 | FOUR | SHIFT4 PMTS INC | 5626484 | $435.5M | 3.23% | -15.6% |
| 12 | MELI | MERCADOLIBRE INC | 175436 | $410.0M | 3.04% | +18.6% |
| 13 | VEEV | VEEVA SYS INC | 1258853 | $375.0M | 2.78% | 28.9% |
| 14 | FSV | FIRSTSERVICE CORP NEW | 2216720 | $365.2M | 2.71% | +12.9% |
| 15 | ENTG | ENTEGRIS INC | 3765035 | $348.1M | 2.58% | +23.2% |
| 16 | CVNA | CARVANA CO | 892477 | $336.7M | 2.49% | — |
| 17 | FLUT | FLUTTER ENTMT PLC | 1243988 | $316.0M | 2.34% | 274.2% |
| 18 | WST | WEST PHARMACEUTICAL SVSC INC | 1172583 | $307.6M | 2.28% | +12.7% |
| 19 | BKNG | BOOKING HOLDINGS INC | 55319 | $298.7M | 2.21% | +48.3% |
| 20 | INTU | INTUIT | 437256 | $298.6M | 2.21% | -44.1% |
| 21 | PRVA | PRIVIA HEALTH GROUP INC | 11691685 | $291.1M | 2.16% | +1.8% |
| 22 | DUOL | DUOLINGO INC | 874919 | $281.6M | 2.09% | +-18.5% |
| 23 | FIG | FIGMA INC | 5369380 | $278.5M | 2.06% | NEW |
| 24 | FERG | FERGUSON ENTERPRISES INC | 1088970 | $244.6M | 1.81% | NEW |
| 25 | WRBY | WARBY PARKER INC | 8752607 | $241.4M | 1.79% | -8.8% |
| 26 | TOST | TOAST INC | 6360898 | $232.2M | 1.72% | +-37.9% |
| 27 | ESAB | ESAB CORPORATION | 1945854 | $217.4M | 1.61% | +40.5% |
| 28 | RKT | ROCKET COS INC | 10991236 | $213.0M | 1.58% | NEW |
| 29 | YOU | CLEAR SECURE INC | 6366367 | $212.5M | 1.57% | -15.0% |
| 30 | CBZ | CBIZ INC | 3925067 | $207.9M | 1.54% | NEW |
| 31 | OPCH | OPTION CARE HEALTH INC | 7431769 | $206.3M | 1.53% | -9.8% |
| 32 | WIX | WIX COM LTD | 1031844 | $183.3M | 1.36% | NEW |
| 33 | HUBS | HUBSPOT INC | 326711 | $152.8M | 1.13% | -45.6% |
| 34 | VSECU | VSE CORP | 865017 | $143.8M | 1.07% | — |
| 35 | APP | APPLOVIN CORP | 187836 | $135.0M | 1.00% | — |
| 36 | CLH | CLEAN HARBORS INC | 573666 | $133.2M | 0.99% | NEW |
| 37 | FND | FLOOR & DECOR HLDGS INC | 1645369 | $121.3M | 0.90% | +17.7% |
| 38 | GSHD | GOOSEHEAD INS INC | 1542186 | $114.8M | 0.85% | 126.5% |
| 39 | MASI | MASIMO CORP | 620619 | $91.6M | 0.68% | +-46.7% |
| 40 | TECH | BIO-TECHNE CORP | 1395966 | $77.7M | 0.58% | NEW |
| 41 | AUR | AURORA INNOVATION INC | 12044163 | $64.9M | 0.48% | -41.0% |
| 42 | RH | RH | 221434 | $45.0M | 0.33% | -65.7% |
| 43 | BIRK | BIRKENSTOCK HOLDING PLC | 886660 | $40.1M | 0.30% | NEW |
| 44 | XMTR | XOMETRY INC | 669274 | $36.5M | 0.27% | NEW |
| 45 | ROP | ROPER TECHNOLOGIES INC | 56448 | $28.2M | 0.21% | +-82.9% |
| 46 | OM | OUTSET MED INC | 1023706 | $14.5M | 0.11% | -38.2% |
| 47 | VIA | VIA TRANSN INC | 200000 | $9.6M | 0.07% | NEW |
| 48 | SG | SWEETGREEN INC | 663890 | $5.3M | 0.04% | +-68.9% |