Manager activity
Durable Capital Partners LP
Henry Ellenbogen
New
4
Add
9
Reduce
20
Exit
5
38 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| Madison Air | New | +3.87 pp | opened 3.9% | Q1→Q2 |
| TWLO | New | +3.70 pp | opened 3.7% | Q1→Q2 |
| ROL | New | +0.47 pp | opened 0.47% | Q1→Q2 |
| AGL | New | +0.46 pp | opened 0.46% | Q1→Q2 |
| IWM | Exit | −2.62 pp | was 2.6% | Q1→Q2 |
| YOU | Exit | −1.48 pp | was 1.5% | Q1→Q2 |
| CIGI | Exit | −0.91 pp | was 0.91% | Q1→Q2 |
| RBLX | Exit | −0.38 pp | was 0.38% | Q1→Q2 |
| ESAB | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| FN | Add | +2.14 pp | +178.7% sh | Q1→Q2 |
| FERG | Add | +1.61 pp | +35.9% sh | Q1→Q2 |
| SHOP | Add | +1.41 pp | +140.3% sh | Q1→Q2 |
| FLS | Add | +1.38 pp | +205.8% sh | Q1→Q2 |
| CRH | Add | +1.17 pp | +80.4% sh | Q1→Q2 |
| CVNA | Add | +1.08 pp | +575.0% sh | Q1→Q2 |
| XMTR | Add | +0.93 pp | +1731.9% sh | Q1→Q2 |
| AUR | Add | +0.66 pp | +632.8% sh | Q1→Q2 |
| GSHD | Add | +0.18 pp | +17.5% sh | Q1→Q2 |
| MDLN | Reduce | −2.32 pp | −63.8% sh | Q1→Q2 |
| TECH | Reduce | −2.05 pp | −88.7% sh | Q1→Q2 |
| RBC | Reduce | −2.02 pp | −24.9% sh | Q1→Q2 |
| CPNG | Reduce | −1.85 pp | −69.8% sh | Q1→Q2 |
| OPCH | Reduce | −1.23 pp | −31.4% sh | Q1→Q2 |
| Q | Reduce | +1.19 pp | −10.5% sh | Q1→Q2 |
| APG | Reduce | −1.17 pp | −17.9% sh | Q1→Q2 |
| MELI | Reduce | −1.15 pp | −12.0% sh | Q1→Q2 |
| XPO | Reduce | −1.04 pp | −17.4% sh | Q1→Q2 |
| AFRM | Reduce | +0.85 pp | −21.7% sh | Q1→Q2 |
| DASH | Reduce | +0.85 pp | −2.8% sh | Q1→Q2 |
| AYI | Reduce | −0.77 pp | −80.7% sh | Q1→Q2 |
| FOUR | Reduce | −0.68 pp | −28.3% sh | Q1→Q2 |
| ENTG | Reduce | −0.66 pp | −69.8% sh | Q1→Q2 |
| CLH | Reduce | −0.51 pp | −15.1% sh | Q1→Q2 |
| VSEC | Reduce | −0.49 pp | −30.2% sh | Q1→Q2 |
| PRVA | Reduce | +0.35 pp | −3.7% sh | Q1→Q2 |
| RKT | Reduce | −0.31 pp | −14.6% sh | Q1→Q2 |
| AIT | Reduce | −0.28 pp | −45.4% sh | Q1→Q2 |
| ULS | Reduce | +0.01 pp | −10.8% sh | Q1→Q2 |