What Henry Ellenbogen bought and sold in Q4 2025
In Q4 2025, Henry Ellenbogen (Durable Capital Partners) opened 7 new positions — including MDLN (2.7%), Q (2.2%), ULS (1.9%), added to 7, trimmed 13, exited 15 (ENTG, FLUT, WST). The book stood at $10.57B across 40 positions, filed Feb 17, 2026.
7New7Added13Trimmed15Exited
New positions (7)
Added to (7)
- DASHDoordash Inc - A+114% shares · 7.7% · $811M
- MELIMercadolibre Inc+76% shares · 5.9% · $620M
- FERGFerguson Enterprises Inc+43% shares · 3.3% · $348M
- RKTRocket Cos Inc-class A+59% shares · 3.2% · $338M
- OPCHOption Care Health Inc+21% shares · 2.7% · $286M
- CLHClean Harbors Inc+46% shares · 1.9% · $196M
- TECHBio-techne Corp+50% shares · 1.2% · $123M
Trimmed (13)
- SHOPShopify Inc - Class A-55% shares · 3.1% · $329M
- AYIAcuity Inc-40% shares · 2.8% · $294M
- AFRMAffirm Holdings Inc-41% shares · 2.6% · $274M
- VEEVVeeva Systems Inc-class A-24% shares · 2.0% · $212M
- YOUClear Secure Inc -class A-46% shares · 1.1% · $121M
- BKNGBooking Holdings Inc-67% shares · 0.9% · $98M
- RBLXRoblox Corp -class A-67% shares · 0.9% · $94M
- CBZCbiz Inc-58% shares · 0.8% · $82M
- TOSTToast Inc-class A-64% shares · 0.8% · $82M
- FSVFirstservice Corp-80% shares · 0.6% · $68M
- FIGFigma Inc-cl A-68% shares · 0.6% · $65M
- AURAurora Innovation Inc-44% shares · 0.2% · $26M
- DUOLDuolingo-86% shares · 0.2% · $21M
Exited (15)
- ENTGEntegris Incwas 2.6% of book
- FLUTFlutter Entmt Plcwas 2.3% of book
- WSTWest Pharmaceutical Serviceswas 2.3% of book
- INTUIntuit Incwas 2.2% of book
- ESABEsab Corpwas 1.6% of book
- WIXWix Com Ltdwas 1.4% of book
- HUBSHubspot Incwas 1.1% of book
- FNDFloor & Decor Holdings Inc-awas 0.9% of book
- MASIMasimo Corpwas 0.7% of book
- RHRHwas 0.3% of book
- XMTRXometry Inc-awas 0.3% of book
- ROPRoper Technologies Incwas 0.2% of book
- OMOutset Medical Incwas 0.1% of book
- VIAVia Transportation Inc-cl Awas 0.1% of book
- SGSweetgreen 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.