Henry Ellenbogen - Durable Capital Partners 13F Activity & Position Changes (Q3 2025)
As of Sep 30, 2025, the Durable Capital Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 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 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
|
Page 1 of 2