Henry Ellenbogen - Durable Capital Partners 13F Activity & Position Changes (Q1 2025)
As of Mar 31, 2025, the Durable Capital Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2025, the filing reported:
New Buys - Outset Medical, Applovin Corporation, ESAB Corporation, Ferguson Enterprises Inc., Flutter Entertainment, and 5 more
Increases - Affirm Holdings, Inc., APi Group Corporation, Aurora Innovation, Inc., Acuity Brands, Inc., Colliers International Group In, and 13 more
Reductions - Alignment Healthcare, Inc., Bright Horizons Family Solution, Birkenstock, Booking Holdings Inc. Common St, Chewy, Inc., and 15 more
Complete Exits - Avantor, Inc., Copart, Inc., Doximity, Inc., LifeStance Health Group, Inc., Old Dominion Freight Line, Inc., and 1 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2025
|
690145206
Outset Medical
|
Buy - Position Entry |
+1,740,216
|
|
Q1 2025
|
AFRM
Affirm Holdings, Inc.
|
Buy |
+722,599
|
|
Q1 2025
|
ALHC
Alignment Healthcare, Inc.
|
Sell |
-996,365
|
|
Q1 2025
|
APG
APi Group Corporation
|
Buy |
+3,903,632
|
|
Q1 2025
|
APP
Applovin Corporation
|
Buy - Position Entry |
+335,558
|
|
Q1 2025
|
AUR
Aurora Innovation, Inc.
|
Buy |
+2,165,114
|
|
Q1 2025
|
AVTR
Avantor, Inc.
|
Sell - Position Exit |
-4,809,948
|
|
Q1 2025
|
AYI
Acuity Brands, Inc.
|
Buy |
+10,008
|
|
Q1 2025
|
BFAM
Bright Horizons Family Solution
|
Sell |
-738,636
|
|
Q1 2025
|
BIRK
Birkenstock
|
Sell |
-1,635,454
|
|
Q1 2025
|
BKNG
Booking Holdings Inc. Common St
|
Sell |
-1,413
|
|
Q1 2025
|
CHWY
Chewy, Inc.
|
Sell |
-2,009,151
|
|
Q1 2025
|
CIGI
Colliers International Group In
|
Buy |
+328,430
|
|
Q1 2025
|
CPNG
Coupang, Inc.
|
Sell |
-5,627,285
|
|
Q1 2025
|
CPRT
Copart, Inc.
|
Sell - Position Exit |
-2,143,957
|
|
Q1 2025
|
CVNA
Carvana Co.
|
Sell |
-235,260
|
|
Q1 2025
|
DASH
DoorDash, Inc.
|
Buy |
+799,096
|
|
Q1 2025
|
DOCS
Doximity, Inc.
|
Sell - Position Exit |
-2,889,675
|
|
Q1 2025
|
DSGX
The Descartes Systems Group Inc
|
Sell |
-96,807
|
|
Q1 2025
|
DUOL
Duolingo, Inc.
|
Sell |
-625,011
|
|
Q1 2025
|
ENTG
Entegris, Inc.
|
Buy |
+881,198
|
|
Q1 2025
|
ESAB
ESAB Corporation
|
Buy - Position Entry |
+979,119
|
|
Q1 2025
|
FERG
Ferguson Enterprises Inc.
|
Buy - Position Entry |
+730,754
|
|
Q1 2025
|
FLUT
Flutter Entertainment
|
Buy - Position Entry |
+211,016
|
|
Q1 2025
|
FOUR
Shift4 Payments, Inc.
|
Buy |
+788,952
|
|
Q1 2025
|
FSV
FirstService Corporation
|
Sell |
-417,555
|
|
Q1 2025
|
HUBS
HubSpot, Inc.
|
Sell |
-117,861
|
|
Q1 2025
|
IDXX
IDEXX Laboratories, Inc.
|
Buy - Position Entry |
+364,757
|
|
Q1 2025
|
INTU
Intuit Inc.
|
Sell |
-142,966
|
|
Q1 2025
|
IWM
iShares Russell 2000 ETF
|
Buy |
+403,325
|
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