Henry Ellenbogen - Durable Capital Partners 13F Activity & Position Changes (Q4 2025)
As of Dec 31, 2025, the Durable Capital Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 17, 2026. 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 Q4 2025, the filing reported:
New Buys - The Descartes Systems Group Inc, iShares Russell 2000 ETF, Twilio Inc., UL Solutions Inc.
Increases - APi Group Corporation, Clean Harbors, Inc., Carvana Co., DoorDash, Inc., Ferguson Enterprises Inc., and 8 more
Reductions - Affirm Holdings, Inc., Applovin Corporation, Aurora Innovation, Inc., Acuity Brands, Inc., Booking Holdings Inc. Common St, and 13 more
Complete Exits - Outset Medical, Birkenstock, Entegris, Inc., ESAB Corporation, Flutter Entertainment, and 10 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 |
|---|---|---|---|
|
Q4 2025
|
690145206
Outset Medical
|
Sell - Position Exit |
-1,023,706
|
|
Q4 2025
|
AFRM
Affirm Holdings, Inc.
|
Sell |
-2,587,342
|
|
Q4 2025
|
APG
APi Group Corporation
|
Buy |
+119,200
|
|
Q4 2025
|
APP
Applovin Corporation
|
Sell |
-24,431
|
|
Q4 2025
|
AUR
Aurora Innovation, Inc.
|
Sell |
-5,275,578
|
|
Q4 2025
|
AYI
Acuity Brands, Inc.
|
Sell |
-548,297
|
|
Q4 2025
|
BIRK
Birkenstock
|
Sell - Position Exit |
-886,660
|
|
Q4 2025
|
BKNG
Booking Holdings Inc. Common St
|
Sell |
-37,045
|
|
Q4 2025
|
CBZ
CBIZ, Inc.
|
Sell |
-2,293,098
|
|
Q4 2025
|
CIGI
Colliers International Group In
|
Sell |
-329,364
|
|
Q4 2025
|
CLH
Clean Harbors, Inc.
|
Buy |
+261,097
|
|
Q4 2025
|
CPNG
Coupang, Inc.
|
Sell |
-380,204
|
|
Q4 2025
|
CVNA
Carvana Co.
|
Buy |
+32,568
|
|
Q4 2025
|
DASH
DoorDash, Inc.
|
Buy |
+1,907,086
|
|
Q4 2025
|
DSGX
The Descartes Systems Group Inc
|
Buy - Position Entry |
+1,710,202
|
|
Q4 2025
|
DUOL
Duolingo, Inc.
|
Sell |
-755,738
|
|
Q4 2025
|
ENTG
Entegris, Inc.
|
Sell - Position Exit |
-3,765,035
|
|
Q4 2025
|
ESAB
ESAB Corporation
|
Sell - Position Exit |
-1,945,854
|
|
Q4 2025
|
FERG
Ferguson Enterprises Inc.
|
Buy |
+472,372
|
|
Q4 2025
|
FLUT
Flutter Entertainment
|
Sell - Position Exit |
-1,243,988
|
|
Q4 2025
|
FND
Floor & Decor Holdings, Inc.
|
Sell - Position Exit |
-1,645,369
|
|
Q4 2025
|
FOUR
Shift4 Payments, Inc.
|
Buy |
+980,485
|
|
Q4 2025
|
FSV
FirstService Corporation
|
Sell |
-1,780,122
|
|
Q4 2025
|
GSHD
Goosehead Insurance, Inc.
|
Buy |
+20,783
|
|
Q4 2025
|
HUBS
HubSpot, Inc.
|
Sell - Position Exit |
-326,711
|
|
Q4 2025
|
INTU
Intuit Inc.
|
Sell - Position Exit |
-437,256
|
|
Q4 2025
|
IWM
iShares Russell 2000 ETF
|
Buy - Position Entry |
+96,776
|
|
Q4 2025
|
MASI
Masimo Corporation
|
Sell - Position Exit |
-620,619
|
|
Q4 2025
|
MELI
MercadoLibre, Inc.
|
Buy |
+132,496
|
|
Q4 2025
|
OPCH
Option Care Health, Inc.
|
Buy |
+1,559,485
|
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