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
Q4 2021Dec 31, 2021
SGRY
Surgery Partners, Inc.
Buy - Position Entry
+1,593,229
Q4 2021Dec 31, 2021
DUOL
Duolingo, Inc.
Buy
+1,237,921+155.7%
Q4 2021Dec 31, 2021
CWAN
Clearwater Analytics Holdings,
Buy
+1,000,000+14.2%
Q4 2021Dec 31, 2021
CFLT
Confluent, Inc.
Buy
+858,902+14.3%
Q4 2021Dec 31, 2021
CPNG
Coupang, Inc.
Buy
+853,990+10.1%
Q4 2021Dec 31, 2021
EYE
National Vision Holdings, Inc.
Buy
+660,656+29.5%
Q4 2021Dec 31, 2021
DOCS
Doximity, Inc.
Buy
+316,187+42.2%
Q4 2021Dec 31, 2021
MTN
Vail Resorts, Inc.
Buy
+293,604+25.8%
Q4 2021Dec 31, 2021
DSGX
The Descartes Systems Group Inc
Buy
+249,083+18.3%
Q4 2021Dec 31, 2021
BURL
Burlington Stores, Inc.
Buy
+168,633+52.2%
Q4 2021Dec 31, 2021
ROP
Roper Technologies, Inc.
Buy
+153,528+20.0%
Q4 2021Dec 31, 2021
DAY
Dayforce, Inc.
Buy
+119,046+4.2%
Q4 2021Dec 31, 2021
CARG
CarGurus, Inc.
Buy
+92,138+22.0%
Q4 2021Dec 31, 2021
MSCI
MSCI Inc.
Buy
+66,653+7.5%
Q4 2021Dec 31, 2021
INTU
Intuit Inc.
Buy
+35,814+2.8%
Q4 2021Dec 31, 2021
TTC
Toro Company (The)
Sell - Position Exit
-1,247-100.0%
Q4 2021Dec 31, 2021
IDXX
IDEXX Laboratories, Inc.
Sell - Position Exit
-25,402-100.0%
Q4 2021Dec 31, 2021
KWR
Quaker Houghton
Sell
-31,337-2.1%
Q4 2021Dec 31, 2021
IR
Ingersoll Rand Inc.
Sell
-45,851-0.8%
Q4 2021Dec 31, 2021
TWLO
Twilio Inc.
Sell
-50,775-4.6%
Q4 2021Dec 31, 2021
WCN
Waste Connections, Inc.
Sell
-52,947-3.5%
Q4 2021Dec 31, 2021
JBHT
J.B. Hunt Transport Services, I
Sell
-72,753-2.2%
Q4 2021Dec 31, 2021
BILL
BILL Holdings, Inc.
Sell - Position Exit
-76,388-100.0%
Q4 2021Dec 31, 2021
GSHD
Goosehead Insurance, Inc.
Sell
-76,912-9.3%
Q4 2021Dec 31, 2021
SHOP
Shopify Inc.
Sell
-88,107-16.4%
Q4 2021Dec 31, 2021
FSV
FirstService Corporation
Sell
-114,331-3.5%
Q4 2021Dec 31, 2021
RH
RH
Sell
-127,710-16.2%
Q4 2021Dec 31, 2021
MNDY
Monday.com
Sell - Position Exit
-150,000-100.0%
Q4 2021Dec 31, 2021
RBC
RBC Bearings Incorporated
Sell
-157,150-11.2%
Q4 2021Dec 31, 2021
SAM
Boston Beer Company, Inc. (The)
Sell
-169,363-36.5%
Page 25 of 371081 total trades