What Henry Ellenbogen Bought in Q4 2025
Durable Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$10.57B
Total Value
40
Holdings
8
New Buys
15
Reduced
In Q4 2025, Henry Ellenbogen reported 40 long equity positions worth $10.57B in their Durable Capital Partners 13F filing, including 8 new positions (largest: MEDLINE INC at $289.8M) and 17 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | RBC | RBC BEARINGS INC | 2344911 | $1.05B | 9.95% | -7.0% |
| 2 | DASH | DOORDASH INC | 3578745 | $810.5M | 7.67% | +114.1% |
| 3 | MELI | MERCADOLIBRE INC | 307932 | $620.3M | 5.87% | +75.5% |
| 4 | CPNG | COUPANG INC | 24452985 | $576.8M | 5.46% | -1.5% |
| 5 | APG | API GROUP CORP | 15017378 | $574.6M | 5.44% | +0.8% |
| 6 | XPO | XPO INC | 3949100 | $536.7M | 5.08% | -8.8% |
| 7 | CIGI | COLLIERS INTL GROUP INC | 3369760 | $495.4M | 4.69% | -8.9% |
| 8 | FOUR | SHIFT4 PMTS INC | 6606969 | $416.0M | 3.94% | +17.4% |
| 9 | CVNA | CARVANA CO | 925045 | $390.4M | 3.69% | +3.6% |
| 10 | FERG | FERGUSON ENTERPRISES INC | 1561342 | $347.6M | 3.29% | +43.4% |
| 11 | RKT | ROCKET COS INC | 17470197 | $338.2M | 3.20% | +58.9% |
| 12 | SHOP | SHOPIFY INC | 2043219 | $328.9M | 3.11% | -55.0% |
| 13 | AYI | ACUITY INC | 815322 | $293.5M | 2.78% | +-40.2% |
| 14 | MDLN | MEDLINE INC | 6900000 | $289.8M | 2.74% | NEW |
| 15 | PRVA | PRIVIA HEALTH GROUP INC | 12087843 | $286.6M | 2.71% | +3.4% |
| 16 | OPCH | OPTION CARE HEALTH INC | 8991254 | $286.5M | 2.71% | +21.0% |
| 17 | AFRM | AFFIRM HLDGS INC | 3681173 | $274.0M | 2.59% | -41.3% |
| 18 | Q | QNITY ELECTRONICS INC | 2800861 | $228.7M | 2.16% | NEW |
| 19 | VEEV | VEEVA SYS INC | 951896 | $212.5M | 2.01% | +-24.4% |
| 20 | ULS | UL SOLUTIONS INC | 2563523 | $202.2M | 1.91% | NEW |
| 21 | CLH | CLEAN HARBORS INC | 834763 | $195.7M | 1.85% | +45.5% |
| 22 | WRBY | WARBY PARKER INC | 7310605 | $159.3M | 1.51% | -16.5% |
| 23 | VSECU | VSE CORP | 879228 | $151.9M | 1.44% | +1.6% |
| 24 | DSGX | DESCARTES SYS GROUP INC | 1710202 | $149.9M | 1.42% | NEW |
| 25 | SRAD | SPORTRADAR GROUP AG | 5956331 | $141.6M | 1.34% | NEW |
| 26 | TWLO | TWILIO INC | 962089 | $136.8M | 1.29% | NEW |
| 27 | TECH | BIO-TECHNE CORP | 2088891 | $122.8M | 1.16% | +49.6% |
| 28 | YOU | CLEAR SECURE INC | 3461549 | $121.4M | 1.15% | -45.6% |
| 29 | GSHD | GOOSEHEAD INS INC | 1562969 | $115.1M | 1.09% | +1.3% |
| 30 | APP | APPLOVIN CORP | 163405 | $110.1M | 1.04% | -13.0% |
| 31 | BKNG | BOOKING HOLDINGS INC | 18274 | $97.9M | 0.93% | -67.0% |
| 32 | RBLX | ROBLOX CORP | 1162730 | $94.2M | 0.89% | -67.1% |
| 33 | CBZ | CBIZ INC | 1631969 | $82.3M | 0.78% | -58.4% |
| 34 | TOST | TOAST INC | 2299023 | $81.6M | 0.77% | -63.9% |
| 35 | FSV | FIRSTSERVICE CORP NEW | 436598 | $67.9M | 0.64% | +-80.3% |
| 36 | FIG | FIGMA INC | 1727263 | $64.5M | 0.61% | -67.8% |
| 37 | ANDG | ANDERSEN GROUP INC | 1670485 | $43.3M | 0.41% | NEW |
| 38 | AUR | AURORA INNOVATION INC | 6768585 | $26.0M | 0.25% | +-43.8% |
| 39 | EEM | iShares MSCI Emerging Markets ETF | 96776 | $23.8M | 0.23% | NEW |
| 40 | DUOL | DUOLINGO INC | 119181 | $20.9M | 0.20% | -86.4% |