What Henry Ellenbogen bought and sold in Q1 2026
In Q1 2026, Henry Ellenbogen (Durable Capital Partners) opened 7 new positions — including WIX (1.9%), CRH (1.6%), ENTG (1.2%), added to 8, trimmed 7, exited 10 (VEEV, DSGX, TWLO). The book stood at $9.71B across 37 positions, filed May 15, 2026.
7New8Added7Trimmed10Exited
New positions (7)
Added to (8)
- QQnity Electronics Inc+82% shares · 6.0% · $587M
- FERGFerguson Enterprises Inc+40% shares · 5.3% · $511M
- CLHClean Harbors Inc+26% shares · 3.1% · $301M
- ULSUL Solutions Inc - Class A+28% shares · 2.9% · $282M
- VSECVse Corp+60% shares · 2.7% · $259M
- AFRMAffirm Holdings Inc+53% shares · 2.7% · $259M
- IWMIshares Russell 2000 Etf+962% shares · 2.6% · $255M
- TECHBio-techne Corp+113% shares · 2.4% · $233M
Trimmed (7)
- XPOXpo Inc-26% shares · 5.9% · $571M
- CPNGCoupang Inc-47% shares · 2.5% · $243M
- SHOPShopify Inc - Class A-52% shares · 1.2% · $115M
- AYIAcuity Inc-56% shares · 1.0% · $100M
- CIGIColliers Intl Gr-subord Vot-75% shares · 0.9% · $89M
- RBLXRoblox Corp -class A-44% shares · 0.4% · $37M
- AURAurora Innovation Inc-78% shares · 0.1% · $6M
Exited (10)
- VEEVVeeva Systems Inc-class Awas 2.0% of book
- DSGXDescartes Systems Grp/thewas 1.4% of book
- TWLOTwilio Inc - Awas 1.3% of book
- APPApplovin Corp-class Awas 1.0% of book
- BKNGBooking Holdings Incwas 0.9% of book
- CBZCbiz Incwas 0.8% of book
- TOSTToast Inc-class Awas 0.8% of book
- FSVFirstservice Corpwas 0.6% of book
- FIGFigma Inc-cl Awas 0.6% of book
- DUOLDuolingowas 0.2% 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.