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← Henry Ellenbogen

Henry Ellenbogen's 2024Q4 portfolio

Henry Ellenbogen (Durable Capital Partners) held 19 positions as of Dec 31, 2024, with the largest position at 6.4% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q4but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Dec 31, 2024 (19)

  1. 1RBCRbc Bearings Inc
    % port
    6.4%
    +0.8pp vs prior Qnow 12.7%
  2. 2CPNGCoupang Inc
    % port
    5.1%
    +0.6pp vs prior Qnow 2.5%
  3. 3FOURShift4 Payments Inc-class A
    % port
    4.3%
    +0.4pp vs prior Qnow 2.8%
  4. 4CVNACarvana CO
    % port
    3.6%
    +1.0pp vs prior Qnow 3.2%
  5. 5SHOPShopify Inc - Class A
    % port
    3.4%
    +2.2pp vs prior Qnow 1.2%
  6. 6CIGIColliers Intl Gr-subord Vot
    % port
    2.9%
    +0.1pp vs prior Qnow 0.9%
  7. 7AFRMAffirm Holdings Inc
    % port
    2.9%
    +2.0pp vs prior Qnow 2.7%
  8. 8AYIAcuity Inc
    % port
    2.6%
    +1.7pp vs prior Qnow 1.0%
  9. 9RBLXRoblox Corp -class A
    % port
    2.0%
    now 0.4%
  10. 10PRVAPrivia Health Group Inc
    % port
    1.8%
    +0.4pp vs prior Qnow 2.6%
  11. 11WRBYWarby Parker Inc-class A
    % port
    1.8%
    +0.8pp vs prior Qnow 1.4%
  12. 12ENTGEntegris Inc
    % port
    1.6%
    +0.2pp vs prior Qnow 1.2%
  13. 13IWMIshares Russell 2000 Etf
    % port
    1.6%
    -0.4pp vs prior Qnow 2.6%
  14. 14APGApi Group Corp
    % port
    1.5%
    +1.1pp vs prior Qnow 6.2%
  15. 15WIXWix Com Ltd
    % port
    0.7%
    now 1.9%
  16. 16AURAurora Innovation Inc
    % port
    0.7%
    +0.1pp vs prior Qnow 0.1%
  17. 17XPOXpo Inc
    % port
    0.6%
    now 5.9%
  18. 18VSECVse Corp
    % port
    0.5%
    +0.2pp vs prior Qnow 2.7%
  19. 19DASHDoordash Inc - A
    % port
    0.3%
    now 6.6%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.