Henry Ellenbogen - Durable Capital Partners 13F Activity & Position Changes (Q2 2025)
According to the SEC 13F filed on Aug 14, 2025, the Durable Capital Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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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