Henry Ellenbogen — Recent Sells
Durable Capital Partners · Sold and reduced positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Henry Ellenbogen fully exited 5 positions and reduced 20 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $1.39B. Largest exit: iShares MSCI Emerging Markets ETF (was $254.8M).
Fully exited (5)
Reduced positions (20)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| RBC | RBC BEARINGS INC | 1708921 | $1.10B | 10.70% | -24.9% |
| DASH | DOORDASH INC | 4154183 | $766.6M | 7.46% | -2.8% |
| Q | QNITY ELECTRONICS INC | 4553414 | $743.6M | 7.23% | -10.5% |
| MELI | MERCADOLIBRE INC | 308663 | $523.9M | 5.10% | -12.0% |
| APG | API GROUP CORP | 12131313 | $513.8M | 5.00% | -17.9% |
| XPO | XPO INC | 2424919 | $497.8M | 4.84% | -17.4% |
| CVNA | CARVANA CO | 6720882 | $442.4M | 4.30% | 575.0% |
| AFRM | AFFIRM HLDGS INC | 4425406 | $360.9M | 3.51% | -21.7% |
| PRVA | PRIVIA HEALTH GROUP INC | 11635948 | $299.4M | 2.91% | -3.7% |
| ULS | UL SOLUTIONS INC | 2937488 | $299.2M | 2.91% | -10.8% |
| SHOP | SHOPIFY INC | 2335694 | $266.7M | 2.59% | 140.3% |
| RKT | ROCKET COS INC | 16488238 | $259.7M | 2.53% | -14.6% |
| FLS | FLOWSERVE CORP | 2911004 | $215.9M | 2.10% | 205.8% |
| FOUR | SHIFT4 PMTS INC | 4423633 | $215.2M | 2.09% | -28.3% |
| OPCH | OPTION CARE HEALTH INC | 6163722 | $129.3M | 1.26% | -31.4% |
| MDLN | MEDLINE INC | 2627321 | $103.6M | 1.01% | -63.8% |
| XMTR | XOMETRY INC | 1014976 | $98.0M | 0.95% | 1731.9% |
| AUR | AURORA INNOVATION INC | 10889415 | $74.3M | 0.72% | 632.8% |
| AIT | APPLIED INDL TECHNOLOGIES IN | 162070 | $54.8M | 0.53% | -45.4% |
| ENTG | ENTEGRIS INC | 293139 | $52.7M | 0.51% | -69.8% |