What Henry Ellenbogen bought and sold in Q3 2025
In Q3 2025, Henry Ellenbogen (Durable Capital Partners) opened 9 new positions — including FIG (2.1%), FERG (1.8%), RKT (1.6%), added to 9, trimmed 10, exited 6 (IWM, DSGX, MOH). The book stood at $13.50B across 48 positions, filed Nov 14, 2025.
9New9Added10Trimmed6Exited
New positions (9)
Added to (9)
- XPOXpo Inc+20% shares · 4.1% · $560M
- APGApi Group Corp+40% shares · 3.8% · $512M
- DASHDoordash Inc - A+63% shares · 3.4% · $455M
- VEEVVeeva Systems Inc-class A+29% shares · 2.8% · $375M
- ENTGEntegris Inc+23% shares · 2.6% · $348M
- FLUTFlutter Entmt Plc+274% shares · 2.3% · $316M
- BKNGBooking Holdings Inc+48% shares · 2.2% · $299M
- ESABEsab Corp+40% shares · 1.6% · $217M
- GSHDGoosehead Insurance Inc -A+127% shares · 0.8% · $115M
Trimmed (10)
- RBLXRoblox Corp -class A-23% shares · 3.6% · $489M
- INTUIntuit Inc-44% shares · 2.2% · $299M
- TOSTToast Inc-class A-38% shares · 1.7% · $232M
- HUBSHubspot Inc-46% shares · 1.1% · $153M
- MASIMasimo Corp-47% shares · 0.7% · $92M
- AURAurora Innovation Inc-41% shares · 0.5% · $65M
- RHRH-66% shares · 0.3% · $45M
- ROPRoper Technologies Inc-83% shares · 0.2% · $28M
- OMOutset Medical Inc-38% shares · 0.1% · $14M
- SGSweetgreen Inc - Class A-69% shares · <0.1% · $5M
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.