Henry EllenbogenDurable Capital Partners Portfolio Activity & Recent Trades (Jun 30, 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 BuysEvolent Health, Inc (EVH), Floor & Decor Holdings, Inc. (FND), Veeva Systems Inc. (VEEV), Goosehead Insurance, Inc. (GSHD)
IncreasesAurora Innovation, Inc. (AUR), Option Care Health, Inc. (OPCH), Clear Secure, Inc. (YOU), Coupang, Inc. (CPNG), APi Group Corporation (APG), and 17 more
ReductionsMolina Healthcare Inc (MOH), Booking Holdings Inc. Common St (BKNG), Outset Medical (690145206), RBC Bearings Incorporated (RBC), Applovin Corporation (APP), and 10 more
Complete ExitsBirkenstock (BIRK), Chewy, Inc. (CHWY), IDEXX Laboratories, Inc. (IDXX), ServiceTitan (TTAN), Bright Horizons Family Solution (BFAM), and 5 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Durable Capital Partners Activity

DateSymbolTypeQuantity
Q3 2022Sep 30, 2022
CFLT
Confluent, Inc.
Sell
-1,985,239-27.3%
Q3 2022Sep 30, 2022
LIND
Lindblad Expeditions Holdings I
Sell - Position Exit
-1,996,540-100.0%
Q3 2022Sep 30, 2022
IR
Ingersoll Rand Inc.
Sell
-2,756,856-60.0%
Q3 2022Sep 30, 2022
ALHC
Alignment Healthcare, Inc.
Sell
-5,605,939-84.6%
Q2 2022Jun 30, 2022
TOST
Toast, Inc.
Buy
+6,894,027+657.0%
Q2 2022Jun 30, 2022
AGL
agilon health, inc.
Buy
+4,047,472+135.4%
Q2 2022Jun 30, 2022
ENOV
Enovis Corporation
Buy - Position Entry
+3,057,030
Q2 2022Jun 30, 2022
BSY
Bentley Systems, Incorporated
Buy
+1,998,134+871.6%
Q2 2022Jun 30, 2022
LIND
Lindblad Expeditions Holdings I
Buy - Position Entry
+1,996,540
Q2 2022Jun 30, 2022
DSGX
The Descartes Systems Group Inc
Buy
+1,234,599+47.8%
Q2 2022Jun 30, 2022
SHOP
Shopify Inc.
Buy
+1,058,467+254.5%
Q2 2022Jun 30, 2022
XP
XP Inc
Buy
+894,643+19.9%
Q2 2022Jun 30, 2022
FOUR
Shift4 Payments, Inc.
Buy
+864,693+37.5%
Q2 2022Jun 30, 2022
EYE
National Vision Holdings, Inc.
Buy
+778,028+22.8%
Q2 2022Jun 30, 2022
CWAN
Clearwater Analytics Holdings,
Buy
+730,029+8.2%
Q2 2022Jun 30, 2022
YOU
Clear Secure, Inc.
Buy
+725,218+6.7%
Q2 2022Jun 30, 2022
ALHC
Alignment Healthcare, Inc.
Buy
+715,123+12.1%
Q2 2022Jun 30, 2022
DDOG
Datadog, Inc.
Buy
+611,009+24.1%
Q2 2022Jun 30, 2022
EXFY
Expensify, Inc.
Buy
+582,637+28.2%
Q2 2022Jun 30, 2022
ACHC
Acadia Healthcare Company, Inc.
Buy - Position Entry
+560,841
Q2 2022Jun 30, 2022
DUOL
Duolingo, Inc.
Buy
+528,848+16.3%
Q2 2022Jun 30, 2022
IAC
IAC Inc.
Buy
+352,820+49.5%
Q2 2022Jun 30, 2022
MSCI
MSCI Inc.
Buy
+299,637+24.8%
Q2 2022Jun 30, 2022
MOH
Molina Healthcare Inc
Buy
+277,799+43.2%
Q2 2022Jun 30, 2022
UPWK
Upwork Inc.
Buy
+273,069+30.9%
Q2 2022Jun 30, 2022
FSV
FirstService Corporation
Buy
+269,538+7.9%
Q2 2022Jun 30, 2022
WST
West Pharmaceutical Services, I
Buy
+245,705+32.8%
Q2 2022Jun 30, 2022
TDY
Teledyne Technologies Incorpora
Buy
+181,763+61.2%
Q2 2022Jun 30, 2022
HUBS
HubSpot, Inc.
Buy
+171,078+28.6%
Q2 2022Jun 30, 2022
WCN
Waste Connections, Inc.
Buy
+168,809+9.6%
Page 21 of 371081 total trades