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 |
|---|---|---|---|
Q1 2024Mar 31, 2024 | JBHT J.B. Hunt Transport Services, I | Sell | -100,412-3.0% |
Q1 2024Mar 31, 2024 | WST West Pharmaceutical Services, I | Sell | -107,677-9.5% |
Q1 2024Mar 31, 2024 | RBC RBC Bearings Incorporated | Sell | -147,413-5.9% |
Q1 2024Mar 31, 2024 | SPY SPDR S&P 500 | Sell | -150,746-91.3% |
Q1 2024Mar 31, 2024 | TEAM Atlassian Corporation | Sell | -155,748-7.0% |
Q1 2024Mar 31, 2024 | IT Gartner, Inc. | Sell | -157,063-51.3% |
Q1 2024Mar 31, 2024 | DSGX The Descartes Systems Group Inc | Sell | -219,038-5.7% |
Q1 2024Mar 31, 2024 | WCN Waste Connections, Inc. | Sell | -277,117-26.0% |
Q1 2024Mar 31, 2024 | BFAM Bright Horizons Family Solution | Sell | -317,028-6.0% |
Q1 2024Mar 31, 2024 | MOH Molina Healthcare Inc | Sell | -319,643-26.9% |
Q1 2024Mar 31, 2024 | ACHC Acadia Healthcare Company, Inc. | Sell | -336,936-19.4% |
Q1 2024Mar 31, 2024 | TDY Teledyne Technologies Incorpora | Sell | -353,725-61.7% |
Q1 2024Mar 31, 2024 | IR Ingersoll Rand Inc. | Sell | -426,270-22.0% |
Q1 2024Mar 31, 2024 | TTC Toro Company (The) | Sell | -449,742-36.9% |
Q1 2024Mar 31, 2024 | BIRK Birkenstock | Sell | -607,454-13.0% |
Q1 2024Mar 31, 2024 | GWRE Guidewire Software, Inc. | Sell - Position Exit | -630,256-100.0% |
Q1 2024Mar 31, 2024 | IWM iShares Russell 2000 ETF | Sell | -659,756-90.9% |
Q1 2024Mar 31, 2024 | IAC IAC Inc. | Sell | -662,516-52.4% |
Q1 2024Mar 31, 2024 | SGRY Surgery Partners, Inc. | Sell | -692,840-12.6% |
Q1 2024Mar 31, 2024 | CWAN Clearwater Analytics Holdings, | Sell - Position Exit | -796,686-100.0% |
Q1 2024Mar 31, 2024 | AGL agilon health, inc. | Sell | -1,113,127-53.3% |
Q1 2024Mar 31, 2024 | WRBY Warby Parker Inc. | Sell | -2,258,841-35.2% |
Q1 2024Mar 31, 2024 | YOU Clear Secure, Inc. | Sell | -3,070,316-47.1% |
Q4 2023Dec 31, 2023 | AUR Aurora Innovation, Inc. | Buy | +14,221,947+247.4% |
Q4 2023Dec 31, 2023 | LFST LifeStance Health Group, Inc. | Buy | +6,153,312+426.1% |
Q4 2023Dec 31, 2023 | BIRK Birkenstock | Buy - Position Entry | +4,658,655 |
Q4 2023Dec 31, 2023 | DOCS Doximity, Inc. | Buy - Position Entry | +1,986,603 |
Q4 2023Dec 31, 2023 | SSNC SS&C Technologies Holdings, Inc | Buy | +1,353,204+60.9% |
Q4 2023Dec 31, 2023 | GGG Graco Inc. | Buy - Position Entry | +1,328,299 |
Q4 2023Dec 31, 2023 | BFAM Bright Horizons Family Solution | Buy | +873,091+19.7% |