Henry Ellenbogen - Durable Capital Partners 13F Activity & Position Changes (Q3 2025)
According to the SEC 13F filed on Nov 14, 2025, the Durable Capital Partners portfolio showed several notable changes in holdings as of quarter-end Sep 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 Q3 2025, the filing reported:
New Buys - Birkenstock, CBIZ, Inc., Clean Harbors, Inc., Ferguson Enterprises Inc., Rocket Companies, Inc., and 3 more
Increases - APi Group Corporation, Acuity Brands, Inc., Booking Holdings Inc. Common St, Colliers International Group In, Coupang, Inc., and 12 more
Reductions - Outset Medical, Affirm Holdings, Inc., Aurora Innovation, Inc., Duolingo, Inc., Shift4 Payments, Inc., and 11 more
Complete Exits - The Descartes Systems Group Inc, Evolent Health, Inc, iShares Russell 2000 ETF, Monday.com, Molina Healthcare 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 |
|---|---|---|---|
|
Q3 2025
|
690145206
Outset Medical
|
Sell |
-633,420
|
|
Q3 2025
|
AFRM
Affirm Holdings, Inc.
|
Sell |
-1,120,822
|
|
Q3 2025
|
APG
APi Group Corporation
|
Buy |
+4,274,610
|
|
Q3 2025
|
AUR
Aurora Innovation, Inc.
|
Sell |
-8,360,075
|
|
Q3 2025
|
AYI
Acuity Brands, Inc.
|
Buy |
+113,720
|
|
Q3 2025
|
BIRK
Birkenstock
|
Buy - Position Entry |
+886,660
|
|
Q3 2025
|
BKNG
Booking Holdings Inc. Common St
|
Buy |
+18,013
|
|
Q3 2025
|
CBZ
CBIZ, Inc.
|
Buy - Position Entry |
+3,925,067
|
|
Q3 2025
|
CIGI
Colliers International Group In
|
Buy |
+73,623
|
|
Q3 2025
|
CLH
Clean Harbors, Inc.
|
Buy - Position Entry |
+573,666
|
|
Q3 2025
|
CPNG
Coupang, Inc.
|
Buy |
+89,207
|
|
Q3 2025
|
DASH
DoorDash, Inc.
|
Buy |
+645,010
|
|
Q3 2025
|
DSGX
The Descartes Systems Group Inc
|
Sell - Position Exit |
-2,253,704
|
|
Q3 2025
|
DUOL
Duolingo, Inc.
|
Sell |
-198,437
|
|
Q3 2025
|
ENTG
Entegris, Inc.
|
Buy |
+709,121
|
|
Q3 2025
|
ESAB
ESAB Corporation
|
Buy |
+560,678
|
|
Q3 2025
|
EVH
Evolent Health, Inc
|
Sell - Position Exit |
-6,423,293
|
|
Q3 2025
|
FERG
Ferguson Enterprises Inc.
|
Buy - Position Entry |
+1,088,970
|
|
Q3 2025
|
FLUT
Flutter Entertainment
|
Buy |
+911,507
|
|
Q3 2025
|
FND
Floor & Decor Holdings, Inc.
|
Buy |
+246,991
|
|
Q3 2025
|
FOUR
Shift4 Payments, Inc.
|
Sell |
-1,038,959
|
|
Q3 2025
|
FSV
FirstService Corporation
|
Buy |
+253,155
|
|
Q3 2025
|
GSHD
Goosehead Insurance, Inc.
|
Buy |
+861,374
|
|
Q3 2025
|
HUBS
HubSpot, Inc.
|
Sell |
-273,828
|
|
Q3 2025
|
INTU
Intuit Inc.
|
Sell |
-345,036
|
|
Q3 2025
|
IWM
iShares Russell 2000 ETF
|
Sell - Position Exit |
-2,596,668
|
|
Q3 2025
|
MASI
Masimo Corporation
|
Sell |
-543,279
|
|
Q3 2025
|
MELI
MercadoLibre, Inc.
|
Buy |
+27,452
|
|
Q3 2025
|
MNDY
Monday.com
|
Sell - Position Exit |
-189,684
|
|
Q3 2025
|
MOH
Molina Healthcare Inc
|
Sell - Position Exit |
-535,967
|
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