Henry Ellenbogen - Durable Capital Partners 13F Activity & Position Changes (Q2 2025)
As of Jun 30, 2025, the Durable Capital Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 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 Q2 2025, the filing reported:
New Buys - Evolent Health, Inc, Floor & Decor Holdings, Inc., Goosehead Insurance, Inc., Veeva Systems Inc.
Increases - Affirm Holdings, Inc., APi Group Corporation, Aurora Innovation, Inc., Acuity Brands, Inc., Colliers International Group In, and 17 more
Reductions - Outset Medical, Applovin Corporation, Booking Holdings Inc. Common St, Carvana Co., The Descartes Systems Group Inc, and 10 more
Complete Exits - Alignment Healthcare, Inc., Bright Horizons Family Solution, Birkenstock, Chewy, Inc., Ferguson Enterprises Inc., and 5 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 |
|---|---|---|---|
|
Q2 2025
|
690145206
Outset Medical
|
Sell |
-83,090
|
|
Q2 2025
|
AFRM
Affirm Holdings, Inc.
|
Buy |
+808,455
|
|
Q2 2025
|
ALHC
Alignment Healthcare, Inc.
|
Sell - Position Exit |
-3,589,745
|
|
Q2 2025
|
APG
APi Group Corporation
|
Buy |
+1,712,397
|
|
Q2 2025
|
APP
Applovin Corporation
|
Sell |
-147,722
|
|
Q2 2025
|
AUR
Aurora Innovation, Inc.
|
Buy |
+5,481,969
|
|
Q2 2025
|
AYI
Acuity Brands, Inc.
|
Buy |
+151,414
|
|
Q2 2025
|
BFAM
Bright Horizons Family Solution
|
Sell - Position Exit |
-568,078
|
|
Q2 2025
|
BIRK
Birkenstock
|
Sell - Position Exit |
-326,630
|
|
Q2 2025
|
BKNG
Booking Holdings Inc. Common St
|
Sell |
-55,577
|
|
Q2 2025
|
CHWY
Chewy, Inc.
|
Sell - Position Exit |
-351,266
|
|
Q2 2025
|
CIGI
Colliers International Group In
|
Buy |
+652,744
|
|
Q2 2025
|
CPNG
Coupang, Inc.
|
Buy |
+1,734,980
|
|
Q2 2025
|
CVNA
Carvana Co.
|
Sell |
-1,040,495
|
|
Q2 2025
|
DSGX
The Descartes Systems Group Inc
|
Sell |
-565,053
|
|
Q2 2025
|
DUOL
Duolingo, Inc.
|
Sell |
-620,927
|
|
Q2 2025
|
ENTG
Entegris, Inc.
|
Buy |
+141,497
|
|
Q2 2025
|
ESAB
ESAB Corporation
|
Buy |
+406,057
|
|
Q2 2025
|
EVH
Evolent Health, Inc
|
Buy - Position Entry |
+6,423,293
|
|
Q2 2025
|
FERG
Ferguson Enterprises Inc.
|
Sell - Position Exit |
-730,754
|
|
Q2 2025
|
FLUT
Flutter Entertainment
|
Buy |
+121,465
|
|
Q2 2025
|
FND
Floor & Decor Holdings, Inc.
|
Buy - Position Entry |
+1,398,378
|
|
Q2 2025
|
FOUR
Shift4 Payments, Inc.
|
Buy |
+745,650
|
|
Q2 2025
|
FSV
FirstService Corporation
|
Sell |
-193,148
|
|
Q2 2025
|
GSHD
Goosehead Insurance, Inc.
|
Buy - Position Entry |
+680,812
|
|
Q2 2025
|
HUBS
HubSpot, Inc.
|
Sell |
-246,924
|
|
Q2 2025
|
IDXX
IDEXX Laboratories, Inc.
|
Sell - Position Exit |
-364,757
|
|
Q2 2025
|
INTU
Intuit Inc.
|
Buy |
+84,725
|
|
Q2 2025
|
IWM
iShares Russell 2000 ETF
|
Buy |
+1,333,316
|
|
Q2 2025
|
MASI
Masimo Corporation
|
Buy |
+38,279
|
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