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← Henry Ellenbogen

Henry Ellenbogen's 2025Q2 portfolio

Henry Ellenbogen (Durable Capital Partners) held 23 positions as of Jun 30, 2025, with the largest position at 7.3% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q2but 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 Jun 30, 2025 (23)

  1. 1RBCRbc Bearings Inc
    % port
    7.3%
    -0.2pp vs prior Qnow 12.7%
  2. 2CPNGCoupang Inc
    % port
    5.6%
    +1.1pp vs prior Qnow 2.5%
  3. 3FOURShift4 Payments Inc-class A
    % port
    5.0%
    +0.7pp vs prior Qnow 2.8%
  4. 4IWMIshares Russell 2000 Etf
    % port
    4.2%
    +2.0pp vs prior Qnow 2.6%
  5. 5APGApi Group Corp
    % port
    4.1%
    +1.3pp vs prior Qnow 6.2%
  6. 6SHOPShopify Inc - Class A
    % port
    4.0%
    +0.3pp vs prior Qnow 1.2%
  7. 7AFRMAffirm Holdings Inc
    % port
    3.9%
    +1.2pp vs prior Qnow 2.7%
  8. 8RBLXRoblox Corp -class A
    % port
    3.7%
    +1.9pp vs prior Qnow 0.4%
  9. 9CIGIColliers Intl Gr-subord Vot
    % port
    3.6%
    +0.4pp vs prior Qnow 0.9%
  10. 10XPOXpo Inc
    % port
    3.4%
    +1.5pp vs prior Qnow 5.9%
  11. 11MELIMercadolibre Inc
    % port
    2.9%
    +1.9pp vs prior Qnow 6.2%
  12. 12AYIAcuity Inc
    % port
    2.8%
    +0.2pp vs prior Qnow 1.0%
  13. 13CVNACarvana CO
    % port
    2.3%
    -1.3pp vs prior Qnow 3.2%
  14. 14OPCHOption Care Health Inc
    % port
    2.0%
    +0.9pp vs prior Qnow 2.5%
  15. 15PRVAPrivia Health Group Inc
    % port
    2.0%
    -0.3pp vs prior Qnow 2.6%
  16. 16DASHDoordash Inc - A
    % port
    1.9%
    +0.2pp vs prior Qnow 6.6%
  17. 17ENTGEntegris Inc
    % port
    1.9%
    -0.4pp vs prior Qnow 1.2%
  18. 18WRBYWarby Parker Inc-class A
    % port
    1.6%
    now 1.4%
  19. 19YOUClear Secure Inc -class A
    % port
    1.6%
    +0.9pp vs prior Q
  20. 20ESABEsab Corp
    % port
    1.3%
    +0.2pp vs prior Qnow 0.0%
  21. 21VSECVse Corp
    % port
    0.9%
    now 2.7%
  22. 22AURAurora Innovation Inc
    % port
    0.8%
    now 0.1%
  23. 23GSHDGoosehead Insurance Inc -A
    % port
    0.5%
    now 0.7%

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.