Durable Capital Partners LP activity

Every position Henry Ellenbogen opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.

2026 Q2 vs 2026 Q1, filed 14 Aug. Sitewide activity

New 4

Add 9

Reduce 20

Exit 5

38 shown

Ticker	Action	Δ weight	Detail	Period
MAIR	New	0% to 3.9%	$398M	Q1→Q2
TWLO	New	0% to 3.7%	$381M	Q1→Q2
ROL	New	0% to 0.47%	$49M	Q1→Q2
AGL	New	0% to 0.46%	$47M	Q1→Q2
IWM	Exit	2.6% to 0%	$255M	Q1→Q2
YOU	Exit	1.5% to 0%	$144M	Q1→Q2
CIGI	Exit	0.91% to 0%	$89M	Q1→Q2
RBLX	Exit	0.38% to 0%	$37M	Q1→Q2
ESAB	Exit	0.03% to 0%	$3.3M	Q1→Q2
FN	Add	1.2% to 3.3%	+178.7% sh	Q1→Q2
FERG	Add	5.3% to 6.9%	+35.9% sh	Q1→Q2
SHOP	Add	1.2% to 2.6%	+140.3% sh	Q1→Q2
FLS	Add	0.72% to 2.1%	+205.8% sh	Q1→Q2
CRH	Add	1.6% to 2.8%	+80.4% sh	Q1→Q2
CVNA	Add	3.2% to 4.3%	+575.0% sh	Q1→Q2
XMTR	Add	0.02% to 0.95%	+1731.9% sh	Q1→Q2
AUR	Add	0.06% to 0.72%	+632.8% sh	Q1→Q2
GSHD	Add	0.69% to 0.87%	+17.5% sh	Q1→Q2
MDLN	Reduce	3.3% to 1.0%	−63.8% sh	Q1→Q2
TECH	Reduce	2.4% to 0.34%	−88.7% sh	Q1→Q2
RBC	Reduce	12.7% to 10.7%	−24.9% sh	Q1→Q2
CPNG	Reduce	2.5% to 0.66%	−69.8% sh	Q1→Q2
OPCH	Reduce	2.5% to 1.3%	−31.4% sh	Q1→Q2
Q	Reduce	6.0% to 7.2%	−10.5% sh	Q1→Q2
APG	Reduce	6.2% to 5.0%	−17.9% sh	Q1→Q2
MELI	Reduce	6.2% to 5.1%	−12.0% sh	Q1→Q2
XPO	Reduce	5.9% to 4.8%	−17.4% sh	Q1→Q2
AFRM	Reduce	2.7% to 3.5%	−21.7% sh	Q1→Q2
DASH	Reduce	6.6% to 7.5%	−2.8% sh	Q1→Q2
AYI	Reduce	1.0% to 0.25%	−80.7% sh	Q1→Q2
FOUR	Reduce	2.8% to 2.1%	−28.3% sh	Q1→Q2
ENTG	Reduce	1.2% to 0.51%	−69.8% sh	Q1→Q2
CLH	Reduce	3.1% to 2.6%	−15.1% sh	Q1→Q2
VSEC	Reduce	2.7% to 2.2%	−30.2% sh	Q1→Q2
PRVA	Reduce	2.6% to 2.9%	−3.7% sh	Q1→Q2
RKT	Reduce	2.8% to 2.5%	−14.6% sh	Q1→Q2
AIT	Reduce	0.81% to 0.53%	−45.4% sh	Q1→Q2
ULS	Reduce	2.9% to 2.9%	−10.8% sh	Q1→Q2