Henry Ellenbogen
Henry EllenbogenDurable Capital Partners13F · 15 May 2026
持仓 37前十集中度 59%本季新建/加仓 21减持/清仓 12
112.7%减持26.6%加仓36.2%加仓46.2%减持56.0%加仓65.9%减持75.3%加仓83.3%加仓93.2%加仓103.1%加仓112.9%加仓122.8%加仓132.8%减持142.7%加仓152.7%加仓162.6%加仓172.6%持有182.5%减持192.5%持有202.4%加仓211.9%新建仓221.6%新建仓231.5%减持241.4%减持251.2%减持261.2%新建仓271.2%新建仓281.0%减持290.9%减持300.8%新建仓310.7%新建仓320.7%持有330.5%持有340.4%减持350.1%减持360.0%新建仓370.0%新建仓
RBCRBC Bearings Inc.均 67
DASHDoorDash Inc.均 58
MELIMercadolibre Inc.均 66
APGAPi Group Corp.均 62
QQnity Electronics Inc.均 60
XPOXPO Logistics均 46
FERGFerguson Enterprises Inc.均 61
MDLNMedline Inc Cl A均 51
CVNACarvana Co.均 40
CLHClean Harbors Inc.均 65
ULSUl Solutions Inc Class A均 63
RKTRocket Companies Inc.均 43
FOURShift4 Payments Inc. CL A均 58
VSECVSE Corp.均 56
AFRMAffirm Holdings Inc.均 41
IWMiShares Russell 2000 ETF
PRVAPrivia Health Group Inc.均 43
CPNGCoupang Inc.均 57
OPCHOption Care Health Inc.均 46
TECHBio-Techne Corp.均 66
WIXWix.com Ltd.均 41
CRHCRH plc均 71
YOUClear Secure Inc.均 52
WRBYWarby Parker Inc.均 47
SHOPShopify Inc.均 56
ENTGEntegris Inc.均 67
FNFabrinet均 58
AYIAcuity Brands Inc.均 52
CIGIColliers International Group Inc.均 50
AITApplied Industrial Tech.均 60
FLSFlowserve Corp.均 55
GSHDGoosehead Insurance Inc.均 42
ANDGAndersen Group Inc A均 29
RBLXRoblox Corp.均 50
AURAurora Innovation Inc.均 48
ESABESAB Corp.均 57
XMTRXometry Inc.均 46
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。