What Henry Ellenbogen bought and sold in Q4 2024
In Q4 2024, Henry Ellenbogen (Durable Capital Partners) opened 7 new positions — including RBLX (2.0%), WIX (0.7%), CHWY (0.6%), added to 6, trimmed 14, exited 9 (VEEV, SSNC, ACHC). The book stood at $12.26B across 46 positions, filed Feb 14, 2025.
7New6Added14Trimmed9Exited
New positions (7)
Added to (6)
Trimmed (14)
- DUOLDuolingo-23% shares · 6.1% · $752M
- INTUIntuit Inc-40% shares · 4.3% · $528M
- BKNGBooking Holdings Inc-23% shares · 3.8% · $469M
- FSVFirstservice Corp-24% shares · 3.8% · $466M
- ROPRoper Technologies Inc-43% shares · 2.7% · $334M
- WSTWest Pharmaceutical Services-41% shares · 1.7% · $209M
- IWMIshares Russell 2000 Etf-27% shares · 1.6% · $190M
- DOCSDoximity Inc-class A-63% shares · 1.3% · $154M
- BFAMBright Horizons Family Solut-70% shares · 1.2% · $145M
- MOHMolina Healthcare Inc-54% shares · 1.1% · $139M
- CPRTCopart Inc-49% shares · 1.0% · $123M
- MNDYMonday Com Ltd-57% shares · 0.9% · $110M
- AVTRAvantor Inc-40% shares · 0.8% · $101M
- PTCPtc Inc-35% shares · 0.7% · $81M
Exited (9)
- VEEVVeeva Systems Inc-class Awas 1.9% of book
- SSNCSs&c Technologies Holdingswas 1.8% of book
- ACHCAcadia Healthcare CO Incwas 1.0% of book
- TTCToro COwas 0.9% of book
- MSCIMsci Incwas 0.8% of book
- FNDFloor & Decor Holdings Inc-awas 0.7% of book
- OPCHOption Care Health Incwas 0.5% of book
- YOUClear Secure Inc -class Awas 0.3% of book
- K4FOnestream Incwas 0.1% of book
Henry Ellenbogen's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.