Henry Ellenbogen
Durable Capital · Henry Ellenbogen 的长周期成长研究
Durable Capital Partners 延續 Henry Ellenbogen 在公開/私募成长股上的长期研究框架，關注企業生命周期、管理层質量和长期資本。最值得看的是成长股持倉、私募經验、管理层评估和企業仍處于早中期複利阶段的證據。
| 股票 | 股數 | 市值 | 权重 |
|---|---|---|---|
RBC
|
2,275,636 | $1.2B | 12.7% |
DASH
|
4,276,006 | $642.0M | 6.6% |
MELI
|
350,845 | $606.6M | 6.2% |
APG
|
14,775,236 | $598.7M | 6.2% |
Q
|
5,088,108 | $587.1M | 6.0% |
XPO
|
2,935,934 | $571.2M | 5.9% |
FERG
|
2,191,975 | $511.3M | 5.3% |
MDLN
|
7,265,853 | $323.3M | 3.3% |
CVNA
|
995,741 | $313.0M | 3.2% |
CLH
|
1,050,973 | $301.3M | 3.1% |
ULS
|
3,291,516 | $282.1M | 2.9% |
RKT
|
19,305,725 | $275.1M | 2.8% |
FOUR
|
6,165,793 | $269.6M | 2.8% |
VSEC
|
1,404,771 | $259.0M | 2.7% |
AFRM
|
5,649,434 | $258.9M | 2.7% |
IWM
|
1,027,614 | $254.8M | 2.6% |
PRVA
|
12,087,843 | $248.6M | 2.6% |
CPNG
|
12,866,806 | $242.9M | 2.5% |
OPCH
|
8,991,254 | $242.0M | 2.5% |
TECH
|
4,456,017 | $232.9M | 2.4% |
| 股票 | 動作 | 13F 時間 | 當前股數 | 上期股數 | 股數變化 | 13F市值變化 |
|---|---|---|---|---|---|---|
CIGI
|
大幅減持 | 2026-03-31 披露 2026-05-15 | 828,839 | 3,369,760 | -75.4% | -$406.8M |
|
Q
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 5,088,108 | 2,800,861 | 81.7% | +$358.4M |
|
CPNG
|
大幅減持 | 2026-03-31 披露 2026-05-15 | 12,866,806 | 24,452,985 | -47.4% | -$333.9M |
|
IWM
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 1,027,614 | 96,776 | 961.8% | +$231.0M |
SHOP
|
大幅減持 | 2026-03-31 披露 2026-05-15 | 971,814 | 2,043,219 | -52.4% | -$213.6M |
VEEV
|
清倉 | 2026-03-31 披露 2026-05-15 | 0 | 951,896 | -100.0% | -$212.5M |
AYI
|
大幅減持 | 2026-03-31 披露 2026-05-15 | 355,729 | 815,322 | -56.4% | -$193.9M |
|
RBC
|
小幅減持 | 2026-03-31 披露 2026-05-15 | 2,275,636 | 2,344,911 | -3.0% | +$184.4M |
WIX
|
新增 | 2026-03-31 披露 2026-05-15 | 2,041,688 | 0 | - | +$183.9M |
|
DASH
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 4,276,006 | 3,578,745 | 19.5% | -$168.5M |
|
FERG
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 2,191,975 | 1,561,342 | 40.4% | +$163.7M |
CRH
|
新增 | 2026-03-31 披露 2026-05-15 | 1,477,777 | 0 | - | +$155.3M |
DSGX
|
清倉 | 2026-03-31 披露 2026-05-15 | 0 | 1,710,202 | -100.0% | -$149.9M |
|
FOUR
|
小幅減持 | 2026-03-31 披露 2026-05-15 | 6,165,793 | 6,606,969 | -6.7% | -$146.4M |
SRAD
|
清倉 | 2026-03-31 披露 2026-05-15 | 0 | 5,956,331 | -100.0% | -$141.6M |
TWLO
|
清倉 | 2026-03-31 披露 2026-05-15 | 0 | 962,089 | -100.0% | -$136.8M |
ENTG
|
新增 | 2026-03-31 披露 2026-05-15 | 971,701 | 0 | - | +$113.9M |
FN
|
新增 | 2026-03-31 披露 2026-05-15 | 216,472 | 0 | - | +$112.9M |
APP
|
清倉 | 2026-03-31 披露 2026-05-15 | 0 | 163,405 | -100.0% | -$110.1M |
|
TECH
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 4,456,017 | 2,088,891 | 113.3% | +$110.0M |
|
VSEC
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 1,404,771 | 879,228 | 59.8% | +$107.1M |
|
CLH
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 1,050,973 | 834,763 | 25.9% | +$105.6M |
BKNG
|
清倉 | 2026-03-31 披露 2026-05-15 | 0 | 18,274 | -100.0% | -$97.9M |
CBZ
|
清倉 | 2026-03-31 披露 2026-05-15 | 0 | 1,631,969 | -100.0% | -$82.3M |
TOST
|
清倉 | 2026-03-31 披露 2026-05-15 | 0 | 2,299,023 | -100.0% | -$81.6M |
|
ULS
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 3,291,516 | 2,563,523 | 28.4% | +$80.0M |
AIT
|
新增 | 2026-03-31 披露 2026-05-15 | 296,601 | 0 | - | +$78.7M |
|
CVNA
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 995,741 | 925,045 | 7.6% | -$77.3M |
FLS
|
新增 | 2026-03-31 披露 2026-05-15 | 951,798 | 0 | - | +$70.0M |
FSV
|
清倉 | 2026-03-31 披露 2026-05-15 | 0 | 436,598 | -100.0% | -$67.9M |
FIG
|
清倉 | 2026-03-31 披露 2026-05-15 | 0 | 1,727,263 | -100.0% | -$64.5M |
|
RKT
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 19,305,725 | 17,470,197 | 10.5% | -$63.1M |
RBLX
|
大幅減持 | 2026-03-31 披露 2026-05-15 | 646,429 | 1,162,730 | -44.4% | -$57.7M |
|
XPO
|
大幅減持 | 2026-03-31 披露 2026-05-15 | 2,935,934 | 3,949,100 | -25.7% | +$34.5M |
|
MDLN
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 7,265,853 | 6,900,000 | 5.3% | +$33.5M |
WRBY
|
小幅減持 | 2026-03-31 披露 2026-05-15 | 6,396,513 | 7,310,605 | -12.5% | -$24.5M |
|
APG
|
小幅減持 | 2026-03-31 披露 2026-05-15 | 14,775,236 | 15,017,378 | -1.6% | +$24.1M |
YOU
|
小幅減持 | 2026-03-31 披露 2026-05-15 | 2,971,595 | 3,461,549 | -14.2% | +$22.4M |
DUOL
|
清倉 | 2026-03-31 披露 2026-05-15 | 0 | 119,181 | -100.0% | -$20.9M |
AUR
|
大幅減持 | 2026-03-31 披露 2026-05-15 | 1,486,036 | 6,768,585 | -78.0% | -$19.9M |
|
AFRM
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 5,649,434 | 3,681,173 | 53.5% | -$15.1M |
|
MELI
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 350,845 | 307,932 | 13.9% | -$13.6M |
还没有觀點记錄。