Henry Ellenbogen - Durable Capital Partners – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by Henry Ellenbogen - Durable Capital Partners during the 2025 Q4 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 |
|---|---|---|---|---|---|---|---|
| DASH | 3,578,745 | $226.48 | Increased | 114.08% | 7.65% | $810.51M | 2025 Q4 |
| MELI | 307,932 | $2014.26 | Increased | 75.52% | 5.85% | $620.26M | 2025 Q4 |
| APG | 15,017,378 | $38.26 | Increased | 0.80% | 5.42% | $574.56M | 2025 Q4 |
| FOUR | 6,606,969 | $62.97 | Increased | 17.43% | 3.92% | $416.04M | 2025 Q4 |
| CVNA | 925,045 | $422.02 | Increased | 3.65% | 3.68% | $390.39M | 2025 Q4 |
| FERG | 1,561,342 | $222.63 | Increased | 43.38% | 3.28% | $347.6M | 2025 Q4 |
| RKT | 17,470,197 | $19.36 | Increased | 58.95% | 3.19% | $338.22M | 2025 Q4 |
| MDLN | 6,900,000 | $42 | Buy | 100.00% | 2.73% | $289.8M | 2025 Q4 |
| PRVA | 12,087,843 | $23.71 | Increased | 3.39% | 2.70% | $286.6M | 2025 Q4 |
| OPCH | 8,991,254 | $31.86 | Increased | 20.98% | 2.70% | $286.46M | 2025 Q4 |
| Q | 2,800,861 | $81.65 | Buy | 100.00% | 2.16% | $228.69M | 2025 Q4 |
| ULS | 2,563,523 | $78.86 | Buy | 100.00% | 1.91% | $202.16M | 2025 Q4 |
| CLH | 834,763 | $234.48 | Increased | 45.51% | 1.85% | $195.74M | 2025 Q4 |
| VSEC | 879,228 | $172.77 | Increased | 1.64% | 1.43% | $151.9M | 2025 Q4 |
| DSGX | 1,710,202 | $87.66 | Buy | 100.00% | 1.41% | $149.92M | 2025 Q4 |
| SRAD | 5,956,331 | $23.77 | Buy | 100.00% | 1.34% | $141.58M | 2025 Q4 |
| TWLO | 962,089 | $142.24 | Buy | 100.00% | 1.29% | $136.85M | 2025 Q4 |
| TECH | 2,088,891 | $58.81 | Increased | 49.64% | 1.16% | $122.85M | 2025 Q4 |
| GSHD | 1,562,969 | $73.65 | Increased | 1.35% | 1.09% | $115.11M | 2025 Q4 |
| ANDG | 1,670,485 | $25.93 | Buy | 100.00% | 0.41% | $43.32M | 2025 Q4 |
| IWM | 96,776 | $246.16 | Buy | 100.00% | 0.22% | $23.82M | 2025 Q4 |
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