FilingSpy

Durable Capital Partners LP (Henry Ellenbogen) - FilingSpy

Henry Ellenbogen

Durable Capital Partners LP

Henry Ellenbogen

$13.20B

Overview Activity Holdings

Buys

Warby Parker Inc

$418.43M

+7.89M shares

Enovis Corporation

$220.97M

+4.81M shares

On Holding AG

$187.16M

+6.46M shares

Clearwater Analytics Holdings, Inc.

$176.37M

+7.04M shares

Toast, Inc.

$173.23M

+3.65M shares

Duolingo Inc

$129.35M

+795.0K shares

Cazoo Group Ltd

$38.18M

+5.13M shares

Krispy Kreme Inc

$33.90M

+2.42M shares

Sportradar Group AG

$22.63M

+1.00M shares

Wheels Up Experience Inc

$16.48M

+2.50M shares

Datadog, Inc.

$13.11M

+92.7K shares

Vail Resorts, Inc.

$181.18M + $198.44M =$379.62M

572.4K+564.0K (+98.53%)

Quaker Houghton

$347.63M + $7.95M =$355.58M

1.47M+30.2K (+2.06%)

Twilio Inc

$270.66M + $82.96M =$353.62M

686.7K+421.7K (+61.41%)

Confluent Inc

$238.37M + $111.17M =$349.54M

5.39M+611.8K (+11.34%)

Dayforce Inc

$176.13M + $146.80M =$322.93M

1.84M+1.03M (+56.16%)

RBC Bearings Incorporated

$129.27M + $169.73M =$299.00M

648.2K+760.8K (+117.37%)

Shift4 Payments, Inc.

$255.81M =$243.01M

2.73M+405.2K (+14.85%)

Coupang Inc.

$119.49M + $116.59M =$236.08M

2.86M+5.62M (+196.69%)

Xp Inc.

$130.38M + $86.48M =$216.86M

2.99M+2.40M (+80.33%)

Sells

ABNBEXIT

Airbnb Inc

$168.45M - $168.45M =Closed

-1.10M shares (100%)

FTDREXIT

Frontdoor Inc

$79.21M - $79.21M =Closed

-1.59M shares (100%)

STNEEXIT

Stoneco Ltd.

$131.76M - $131.76M =Closed

-1.96M shares (100%)

Shopify Inc

$849.58M - $121.75M =$727.82M

536.8K left-44.7K (-7.68%)

Intuit Inc

$681.71M =$686.95M

1.27M left-117.5K (-8.45%)

Firstservice Corp

$560.21M =$589.56M

3.27M left-4.5K (-0.14%)

J.b. Hunt Transport Services Inc

$558.04M =$559.72M

3.35M left-77.4K (-2.26%)

Rh

$577.61M - $52.01M =$525.60M

788.1K left-62.6K (-7.35%)

Redfin Corporation

$581.08M - $132.89M =$448.20M

8.95M left-217.9K (-2.38%)

Doordash, Inc.

$566.79M - $124.95M =$441.84M

2.15M left-1.03M (-32.51%)

Black Knight Inc

$536.96M - $106.65M =$430.31M

5.98M left-909.3K (-13.21%)

West Pharmaceutical Services Inc

$341.60M =$364.77M

859.2K left-92.1K (-9.68%)

Affirm Holdings Inc

$314.11M - $26.57M =$287.54M

2.41M left-2.25M (-48.25%)

Ingersoll Rand Inc

$365.45M - $91.96M =$273.49M

5.43M left-2.06M (-27.54%)

Coupa Software Inc

$358.76M - $121.44M =$237.32M

1.08M left-286.0K (-20.89%)

The Boston Beer Company, Inc.

$582.85M - $346.38M =$236.47M

463.9K left-107.1K (-18.75%)

Waste Connections Inc

$190.18M =$190.50M

1.51M left-79.6K (-5.00%)

Iac Inc

$252.07M - $62.14M =$189.93M

1.46M left-177.3K (-10.84%)

National Vision Holdings Inc

$147.21M - $20.28M =$126.92M

2.24M left-643.3K (-22.34%)

Goosehead Insurance Inc

$110.74M =$125.85M

826.4K left-43.5K (-5.00%)