Henry Ellenbogen - Durable Capital Partners 13F Activity & Position Changes (Q1 2025)
According to the SEC 13F filed on May 15, 2025, the Durable Capital Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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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