Henry Ellenbogen - Durable Capital Partners – Largest Position Reductions (2025 Q3)
This report summarizes the most meaningful reductions and sell-offs made by Henry Ellenbogen - Durable Capital Partners in 2025 Q3. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| APG | 14,898,178 | $34.37 | Reduced | -6.51% | 3.79% | $512.05M | 2025 Q3 |
| RBLX | 3,529,982 | $138.52 | Reduced | -23.07% | 3.62% | $488.97M | 2025 Q3 |
| AFRM | 6,268,515 | $73.08 | Reduced | -15.17% | 3.39% | $458.1M | 2025 Q3 |
| FOUR | 5,626,484 | $77.4 | Reduced | -15.59% | 3.23% | $435.49M | 2025 Q3 |
| INTU | 437,256 | $682.91 | Reduced | -44.11% | 2.21% | $298.61M | 2025 Q3 |
| DUOL | 874,919 | $321.84 | Reduced | -18.49% | 2.09% | $281.58M | 2025 Q3 |
| WRBY | 8,752,607 | $27.58 | Reduced | -8.81% | 1.79% | $241.4M | 2025 Q3 |
| TOST | 6,360,898 | $36.51 | Reduced | -37.92% | 1.72% | $232.24M | 2025 Q3 |
| YOU | 6,366,367 | $33.38 | Reduced | -15.01% | 1.57% | $212.51M | 2025 Q3 |
| OPCH | 7,431,769 | $27.76 | Reduced | -9.78% | 1.53% | $206.31M | 2025 Q3 |
| HUBS | 326,711 | $467.8 | Reduced | -45.60% | 1.13% | $152.84M | 2025 Q3 |
| MASI | 620,619 | $147.55 | Reduced | -46.68% | 0.68% | $91.57M | 2025 Q3 |
| AUR | 12,044,163 | $5.39 | Reduced | -40.97% | 0.48% | $64.92M | 2025 Q3 |
| RH | 221,434 | $203.16 | Reduced | -65.73% | 0.33% | $44.99M | 2025 Q3 |
| ROP | 56,448 | $498.69 | Reduced | -82.88% | 0.21% | $28.15M | 2025 Q3 |
| OM | 1,023,706 | $14.12 | Reduced | -38.22% | 0.11% | $14.45M | 2025 Q3 |
| SG | 663,890 | $7.98 | Reduced | -68.95% | 0.04% | $5.3M | 2025 Q3 |
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