AlphaTable
Workbench
Henry Ellenbogen
CloseDurable Capital Partners LP
| History | Stock | % of Portfolio | Recent Activity | Shares | Reported Price* | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|---|
| ≡ | RBC - RBC BEARINGS INC | 9.95% | Reduce 6.99% | 2,344,911 | $448.43 | $1,051,528,440 | — | — | — | — |
| ≡ | DASH - DOORDASH INC | 7.67% | Add 114.08% | 3,578,745 | $226.48 | $810,514,168 | — | — | — | — |
| ≡ | MELI - MERCADOLIBRE INC | 5.87% | Add 75.52% | 307,932 | $2,014.26 | $620,255,110 | — | — | — | — |
| ≡ | CPNG - COUPANG INC | 5.46% | Reduce 1.53% | 24,452,985 | $23.59 | $576,845,916 | — | — | — | — |
| ≡ | APG - API GROUP CORP | 5.44% | Add 0.80% | 15,017,378 | $38.26 | $574,564,882 | — | — | — | — |
| ≡ | XPO - XPO INC | 5.08% | Reduce 8.82% | 3,949,100 | $135.91 | $536,722,181 | — | — | — | — |
| ≡ | CIGI - COLLIERS INTL GROUP INC | 4.69% | Reduce 8.90% | 3,369,760 | $147.01 | $495,388,418 | $107.59 | -26.81% | $95.66 | $171.51 |
| ≡ | FOUR - SHIFT4 PMTS INC | 3.94% | Add 17.43% | 6,606,969 | $62.97 | $416,040,838 | $42.76 | -32.09% | $40.60 | $108.50 |
| ≡ | CVNA - CARVANA CO | 3.69% | Add 3.65% | 925,045 | $422.02 | $390,387,491 | — | — | — | — |
| ≡ | FERG - Ferguson | 3.29% | Add 43.38% | 1,561,342 | $222.63 | $347,601,569 | $235.07 | +5.59% | $146.00 | $271.64 |
| ≡ | RKT - ROCKET COS INC | 3.20% | Add 58.95% | 17,470,197 | $19.36 | $338,223,014 | $14.96 | -22.73% | $10.94 | $24.36 |
| ≡ | SHOP - SHOPIFY INC | 3.11% | Reduce 55.03% | 2,043,219 | $160.97 | $328,896,962 | — | — | — | — |
| ≡ | AYI - ACUITY INC | 2.78% | Reduce 40.21% | 815,322 | $360.04 | $293,548,533 | $265.39 | -26.29% | $216.81 | $380.17 |
| ≡ | MDLN - MEDLINE INC | 2.74% | Buy | 6,900,000 | $42.00 | $289,800,000 | — | — | — | — |
| ≡ | PRVA - PRIVIA HEALTH GROUP INC | 2.71% | Add 3.39% | 12,087,843 | $23.71 | $286,602,758 | — | — | — | — |
| ≡ | OPCH - OPTION CARE HEALTH INC | 2.71% | Add 20.98% | 8,991,254 | $31.86 | $286,461,352 | — | — | — | — |
| ≡ | AFRM - AFFIRM HLDGS INC | 2.59% | Reduce 41.28% | 3,681,173 | $74.43 | $273,989,706 | $46.31 | -37.78% | $32.32 | $100.00 |
| ≡ | Q - QNITY ELECTRONICS INC | 2.16% | Buy | 2,800,861 | $81.65 | $228,690,301 | — | — | — | — |
| ≡ | VEEV - VEEVA SYS INC | 2.01% | Reduce 24.38% | 951,896 | $223.23 | $212,491,744 | $173.98 | -22.06% | $168.14 | $310.50 |
| ≡ | ULS - UL SOLUTIONS INC | 1.91% | Buy | 2,563,523 | $78.86 | $202,159,424 | — | — | — | — |
| ≡ | CLH - CLEAN HARBORS INC | 1.85% | Add 45.51% | 834,763 | $234.48 | $195,735,228 | — | — | — | — |
| ≡ | WRBY - WARBY PARKER INC | 1.51% | Reduce 16.48% | 7,310,605 | $21.79 | $159,298,083 | — | — | — | — |
| ≡ | VSEC - VSE CORP | 1.44% | Add 1.64% | 879,228 | $172.77 | $151,904,222 | — | — | — | — |
| ≡ | DSGX - DESCARTES SYS GROUP INC | 1.42% | Buy | 1,710,202 | $87.66 | $149,916,307 | $71.42 | -18.53% | $62.56 | $117.35 |
| ≡ | H8088L103 - SPORTRADAR GROUP AG | 1.34% | Buy | 5,956,331 | $23.77 | $141,581,988 | — | — | — | — |
| ≡ | TWLO - TWILIO INC | 1.29% | Buy | 962,089 | $142.24 | $136,847,539 | — | — | — | — |
| ≡ | TECH - BIO-TECHNE CORP | 1.16% | Add 49.64% | 2,088,891 | $58.81 | $122,847,680 | — | — | — | — |
| ≡ | YOU - CLEAR SECURE INC | 1.15% | Reduce 45.63% | 3,461,549 | $35.08 | $121,431,139 | — | — | — | — |
| ≡ | GSHD - GOOSEHEAD INS INC | 1.09% | Add 1.35% | 1,562,969 | $73.65 | $115,112,667 | $42.44 | -42.38% | $40.00 | $114.76 |
| ≡ | APP - APPLOVIN CORP | 1.04% | Reduce 13.01% | 163,405 | $673.82 | $110,105,557 | — | — | — | — |
| ≡ | BKNG - Booking Holdings | 0.93% | Reduce 66.97% | 18,274 | $5,355.33 | $97,863,300 | $167.77 | -96.87% | $150.62 | $233.58 |
| ≡ | RBLX - ROBLOX CORP | 0.89% | Reduce 67.06% | 1,162,730 | $81.03 | $94,216,012 | — | — | — | — |
| ≡ | CBZ - CBIZ INC | 0.78% | Reduce 58.42% | 1,631,969 | $50.45 | $82,332,836 | — | — | — | — |
| ≡ | TOST - TOAST INC | 0.77% | Reduce 63.86% | 2,299,023 | $35.51 | $81,638,307 | — | — | — | — |
| ≡ | FSV - FIRSTSERVICE CORP NEW | 0.64% | Reduce 80.30% | 436,598 | $155.53 | $67,904,087 | $139.72 | -10.17% | $133.42 | $209.66 |
| ≡ | FIG - FIGMA INC | 0.61% | Reduce 67.83% | 1,727,263 | $37.37 | $64,547,818 | — | — | — | — |
| ≡ | ANDG - ANDERSEN GROUP INC | 0.41% | Buy | 1,670,485 | $25.93 | $43,315,676 | — | — | — | — |
| ≡ | AUR - AURORA INNOVATION INC | 0.25% | Reduce 43.80% | 6,768,585 | $3.84 | $25,991,366 | — | — | — | — |
| ≡ | IWM - ISHARES TR | 0.23% | Buy | 96,776 | $246.16 | $23,822,380 | $251.29 | +2.08% | $171.73 | $271.60 |
| ≡ | DUOL - DUOLINGO INC | 0.20% | Reduce 86.38% | 119,181 | $175.50 | $20,916,266 | — | — | — | — |
40 visible rowsPrice data as of Apr 2, 2026
* Reported price is computed as filing value divided by reported shares.