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Henry Ellenbogen - Durable Capital Partners – Largest Buy Additions (2025 Q3)

A detailed view of the stocks most significantly increased by Henry Ellenbogen - Durable Capital Partners during the 2025 Q3 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.

Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
CPNG 24,833,189 $32.2 Increased 0.36% 5.92% $799.63M 2025 Q3
CIGI 3,699,124 $156.21 Increased 2.03% 4.28% $577.84M 2025 Q3
XPO 4,331,280 $129.27 Increased 20.48% 4.15% $559.9M 2025 Q3
AYI 1,363,619 $344.39 Increased 9.10% 3.48% $469.62M 2025 Q3
DASH 1,671,659 $271.99 Increased 62.83% 3.37% $454.67M 2025 Q3
MELI 175,436 $2336.94 Increased 18.55% 3.04% $409.98M 2025 Q3
VEEV 1,258,853 $297.91 Increased 28.85% 2.78% $375.02M 2025 Q3
FSV 2,216,720 $164.74 Increased 12.89% 2.71% $365.18M 2025 Q3
ENTG 3,765,035 $92.46 Increased 23.20% 2.58% $348.12M 2025 Q3
FLUT 1,243,988 $254 Increased 274.15% 2.34% $315.97M 2025 Q3
WST 1,172,583 $262.33 Increased 12.68% 2.28% $307.6M 2025 Q3
BKNG 55,319 $5399.27 Increased 48.28% 2.21% $298.68M 2025 Q3
PRVA 11,691,685 $24.9 Increased 1.77% 2.16% $291.12M 2025 Q3
FIG 5,369,380 $51.87 Buy 100.00% 2.06% $278.51M 2025 Q3
FERG 1,088,970 $224.58 Buy 100.00% 1.81% $244.56M 2025 Q3
ESAB 1,945,854 $111.74 Increased 40.48% 1.61% $217.43M 2025 Q3
RKT 10,991,236 $19.38 Buy 100.00% 1.58% $213.01M 2025 Q3
CBZ 3,925,067 $52.96 Buy 100.00% 1.54% $207.87M 2025 Q3
WIX 1,031,844 $177.63 Buy 100.00% 1.36% $183.29M 2025 Q3
CLH 573,666 $232.22 Buy 100.00% 0.99% $133.22M 2025 Q3
FND 1,645,369 $73.7 Increased 17.66% 0.90% $121.26M 2025 Q3
GSHD 1,542,186 $74.42 Increased 126.52% 0.85% $114.77M 2025 Q3
TECH 1,395,966 $55.63 Buy 100.00% 0.58% $77.66M 2025 Q3
BIRK 886,660 $45.25 Buy 100.00% 0.30% $40.12M 2025 Q3
XMTR 669,274 $54.47 Buy 100.00% 0.27% $36.46M 2025 Q3
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