What Henry Ellenbogen bought and sold in Q1 2025
In Q1 2025, Henry Ellenbogen (Durable Capital Partners) opened 11 new positions — including MASI (1.7%), IDXX (1.4%), OPCH (1.1%), added to 10, trimmed 9, exited 6 (TEAM, ODFL, DOCS). The book stood at $11.19B across 51 positions, filed May 15, 2025.
11New10Added9Trimmed6Exited
New positions (11)
- MASIMasimo Corp1.7% · $188M
- IDXXIdexx Laboratories Inc1.4% · $153M
- OPCHOption Care Health Inc1.1% · $123M
- FERGFerguson Enterprises Inc1.0% · $117M
- ESABEsab Corp1.0% · $114M
- MELIMercadolibre Inc1.0% · $113M
- APPApplovin Corp-class A0.8% · $89M
- YOUClear Secure Inc -class A0.7% · $77M
- FLUTFlutter Entmt Plc0.4% · $47M
- KRMNKarman Holdings Inc0.2% · $19M
- OMOutset Medical Inc0.2% · $19M
Added to (10)
- WSTWest Pharmaceutical Services+147% shares · 3.1% · $352M
- APGApi Group Corp+78% shares · 2.8% · $319M
- ENTGEntegris Inc+43% shares · 2.3% · $255M
- IWMIshares Russell 2000 Etf+47% shares · 2.3% · $252M
- XPOXpo Inc+246% shares · 1.9% · $216M
- DASHDoordash Inc - A+351% shares · 1.7% · $188M
- SGSweetgreen Inc - Class A+29% shares · 1.0% · $113M
- VSECVse Corp+42% shares · 0.9% · $104M
- WIXWix Com Ltd+39% shares · 0.8% · $95M
- PCORProcore Technologies Inc+83% shares · 0.5% · $54M
Trimmed (9)
- DUOLDuolingo-27% shares · 4.7% · $526M
- TOSTToast Inc-class A-30% shares · 3.2% · $359M
- BFAMBright Horizons Family Solut-57% shares · 0.6% · $72M
- RHRH-53% shares · 0.6% · $67M
- ALHCAlignment Healthcare Inc-22% shares · 0.6% · $67M
- TTANServicetitan Inc-a-30% shares · 0.4% · $49M
- MNDYMonday Com Ltd-60% shares · 0.4% · $45M
- PTCPtc Inc-47% shares · 0.3% · $36M
- CHWYChewy Inc - Class A-85% shares · 0.1% · $11M
Exited (6)
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.