Latticework
← Henry Ellenbogen

Henry Ellenbogen's 2025Q4 portfolio

Henry Ellenbogen (Durable Capital Partners) held 29 positions as of Dec 31, 2025, with the largest position at 9.9% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q4but 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, 2025 (29)

  1. 1RBCRbc Bearings Inc
    % port
    9.9%
    +2.7pp vs prior Qnow 12.7%
  2. 2DASHDoordash Inc - A
    % port
    7.7%
    +4.3pp vs prior Qnow 6.6%
  3. 3MELIMercadolibre Inc
    % port
    5.9%
    +2.8pp vs prior Qnow 6.2%
  4. 4CPNGCoupang Inc
    % port
    5.5%
    -0.5pp vs prior Qnow 2.5%
  5. 5APGApi Group Corp
    % port
    5.4%
    +1.6pp vs prior Qnow 6.2%
  6. 6XPOXpo Inc
    % port
    5.1%
    +0.9pp vs prior Qnow 5.9%
  7. 7CIGIColliers Intl Gr-subord Vot
    % port
    4.7%
    +0.4pp vs prior Qnow 0.9%
  8. 8FOURShift4 Payments Inc-class A
    % port
    3.9%
    +0.7pp vs prior Qnow 2.8%
  9. 9CVNACarvana CO
    % port
    3.7%
    +1.2pp vs prior Qnow 3.2%
  10. 10FERGFerguson Enterprises Inc
    % port
    3.3%
    +1.5pp vs prior Qnow 5.3%
  11. 11RKTRocket Cos Inc-class A
    % port
    3.2%
    +1.6pp vs prior Qnow 2.8%
  12. 12SHOPShopify Inc - Class A
    % port
    3.1%
    -1.9pp vs prior Qnow 1.2%
  13. 13AYIAcuity Inc
    % port
    2.8%
    -0.7pp vs prior Qnow 1.0%
  14. 14MDLNMedline Inc-cl A
    % port
    2.7%
    now 3.3%
  15. 15PRVAPrivia Health Group Inc
    % port
    2.7%
    +0.6pp vs prior Qnow 2.6%
  16. 16OPCHOption Care Health Inc
    % port
    2.7%
    +1.2pp vs prior Qnow 2.5%
  17. 17AFRMAffirm Holdings Inc
    % port
    2.6%
    -0.8pp vs prior Q
  18. 18QQnity Electronics Inc
    % port
    2.2%
    now 6.0%
  19. 19ULSUL Solutions Inc - Class A
    % port
    1.9%
    now 2.9%
  20. 20CLHClean Harbors Inc
    % port
    1.9%
    +0.9pp vs prior Qnow 3.1%
  21. 21WRBYWarby Parker Inc-class A
    % port
    1.5%
    -0.3pp vs prior Qnow 1.4%
  22. 22VSECVse Corp
    % port
    1.4%
    +0.4pp vs prior Qnow 2.7%
  23. 23TECHBio-techne Corp
    % port
    1.2%
    +0.6pp vs prior Qnow 2.4%
  24. 24YOUClear Secure Inc -class A
    % port
    1.1%
    -0.4pp vs prior Qnow 1.5%
  25. 25GSHDGoosehead Insurance Inc -A
    % port
    1.1%
    +0.2pp vs prior Qnow 0.7%
  26. 26RBLXRoblox Corp -class A
    % port
    0.9%
    -2.7pp vs prior Qnow 0.4%
  27. 27ANDGAndersen Group Inc - A
    % port
    0.4%
  28. 28AURAurora Innovation Inc
    % port
    0.2%
    -0.2pp vs prior Qnow 0.1%
  29. 29IWMIshares Russell 2000 Etf
    % port
    0.2%
    now 2.6%

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.