Henry Ellenbogen – Durable 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 Buys – Evolent Health, Inc (EVH), Floor & Decor Holdings, Inc. (FND), Veeva Systems Inc. (VEEV), Goosehead Insurance, Inc. (GSHD)
Increases – Aurora Innovation, Inc. (AUR), Option Care Health, Inc. (OPCH), Clear Secure, Inc. (YOU), Coupang, Inc. (CPNG), APi Group Corporation (APG), and 17 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
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q3 2020Sep 30, 2020 | CNNE Cannae Holdings, Inc. | Sell | -782,469-72.7% |
Q3 2020Sep 30, 2020 | DDOG Datadog, Inc. | Sell | -813,300-36.1% |
Q3 2020Sep 30, 2020 | IR Ingersoll Rand Inc. | Sell | -985,454-18.4% |
Q3 2020Sep 30, 2020 | RDFN Redfin Corporation | Sell | -990,520-10.9% |
Q3 2020Sep 30, 2020 | CARG CarGurus, Inc. | Sell | -1,220,872-18.4% |
Q3 2020Sep 30, 2020 | XP XP Inc | Sell | -1,498,411-24.9% |
Q3 2020Sep 30, 2020 | ANGI Angi Inc. | Sell | -1,608,466-31.6% |
Q2 2020Jun 30, 2020 | CARG CarGurus, Inc. | Buy | +3,929,859+144.8% |
Q2 2020Jun 30, 2020 | BFAM Bright Horizons Family Solution | Buy | +3,217,133+308.4% |
Q2 2020Jun 30, 2020 | IR Ingersoll Rand Inc. | Buy | +2,795,617+108.8% |
Q2 2020Jun 30, 2020 | ANGI Angi Inc. | Buy | +2,646,685+108.4% |
Q2 2020Jun 30, 2020 | FSV FirstService Corporation | Buy | +1,957,874+206.5% |
Q2 2020Jun 30, 2020 | EYE National Vision Holdings, Inc. | Buy | +1,726,148+158.3% |
Q2 2020Jun 30, 2020 | DDOG Datadog, Inc. | Buy | +1,715,661+321.0% |
Q2 2020Jun 30, 2020 | WIX Wix | Buy | +1,681,789+1749.4% |
Q2 2020Jun 30, 2020 | FOUR Shift4 Payments, Inc. | Buy - Position Entry | +1,329,148 |
Q2 2020Jun 30, 2020 | WCN Waste Connections, Inc. | Buy | +1,298,435+212.9% |
Q2 2020Jun 30, 2020 | CNNE Cannae Holdings, Inc. | Buy - Position Entry | +1,076,773 |
Q2 2020Jun 30, 2020 | EXAS Exact Sciences Corporation | Buy | +1,066,753+1072.8% |
Q2 2020Jun 30, 2020 | JBHT J.B. Hunt Transport Services, I | Buy - Position Entry | +985,129 |
Q2 2020Jun 30, 2020 | DSGX The Descartes Systems Group Inc | Buy | +980,379+214.6% |
Q2 2020Jun 30, 2020 | TTC Toro Company (The) | Buy | +962,301+222.8% |
Q2 2020Jun 30, 2020 | LII Lennox International, Inc. | Buy | +847,451+2574.7% |
Q2 2020Jun 30, 2020 | RH RH | Buy - Position Entry | +824,329 |
Q2 2020Jun 30, 2020 | INTU Intuit Inc. | Buy | +793,418+764.3% |
Q2 2020Jun 30, 2020 | TWLO Twilio Inc. | Buy | +706,848+128.4% |
Q2 2020Jun 30, 2020 | KWR Quaker Houghton | Buy | +662,336+78.3% |
Q2 2020Jun 30, 2020 | RBC RBC Bearings Incorporated | Buy | +643,231+161.2% |
Q2 2020Jun 30, 2020 | XP XP Inc | Buy | +510,358+9.3% |
Q2 2020Jun 30, 2020 | DAY Dayforce, Inc. | Buy | +478,789+41.3% |