What Henry Ellenbogen bought and sold in Q2 2025
In Q2 2025, Henry Ellenbogen (Durable Capital Partners) opened 4 new positions — including VEEV (2.1%), FND (0.8%), EVH (0.5%), added to 11, trimmed 9, exited 9 (IDXX, FERG, WIX). The book stood at $13.21B across 44 positions, filed Aug 14, 2025.
4New11Added9Trimmed9Exited
New positions (4)
Added to (11)
- IWMIshares Russell 2000 Etf+106% shares · 4.2% · $560M
- RBLXRoblox Corp -class A+32% shares · 3.7% · $483M
- CIGIColliers Intl Gr-subord Vot+22% shares · 3.6% · $473M
- XPOXpo Inc+79% shares · 3.4% · $454M
- MELIMercadolibre Inc+155% shares · 2.9% · $387M
- OPCHOption Care Health Inc+134% shares · 2.0% · $268M
- YOUClear Secure Inc -class A+153% shares · 1.6% · $208M
- ESABEsab Corp+41% shares · 1.3% · $167M
- RHRH+125% shares · 0.9% · $122M
- AURAurora Innovation Inc+37% shares · 0.8% · $107M
- FLUTFlutter Entmt Plc+58% shares · 0.7% · $95M
Trimmed (9)
- DUOLDuolingo-37% shares · 3.3% · $440M
- HUBSHubspot Inc-29% shares · 2.5% · $334M
- CVNACarvana CO-54% shares · 2.3% · $301M
- DSGXDescartes Systems Grp/the-20% shares · 1.7% · $229M
- WSTWest Pharmaceutical Services-34% shares · 1.7% · $228M
- BKNGBooking Holdings Inc-60% shares · 1.6% · $216M
- ROPRoper Technologies Inc-42% shares · 1.4% · $187M
- APPApplovin Corp-class A-44% shares · 0.5% · $66M
- SGSweetgreen Inc - Class A-53% shares · 0.2% · $32M
Exited (9)
- IDXXIdexx Laboratories Incwas 1.4% of book
- FERGFerguson Enterprises Incwas 1.0% of book
- WIXWix Com Ltdwas 0.8% of book
- BFAMBright Horizons Family Solutwas 0.6% of book
- ALHCAlignment Healthcare Incwas 0.6% of book
- PCORProcore Technologies Incwas 0.5% of book
- TTANServicetitan Inc-awas 0.4% of book
- KRMNKarman Holdings Incwas 0.2% of book
- CHWYChewy Inc - Class Awas 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.