Henry Ellenbogen
Durable Capital · Henry Ellenbogen 的长周期成长研究
Durable Capital Partners 延续 Henry Ellenbogen 在公开/私募成长股上的长期研究框架，关注企业生命周期、管理层质量和长期资本。最值得看的是成长股持仓、私募经验、管理层评估和企业仍处于早中期复利阶段的证据。
| 股票 | 股数 | 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 | 动作 | 13F 时间 | 当前股数 | 上期股数 | 股数变化 | 13F市值变化 |
|---|---|---|---|---|---|---|
CIGI
|
大幅减持 | 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
|
大幅减持 | 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
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 971,814 | 2,043,219 | -52.4% | -$213.6M |
VEEV
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 951,896 | -100.0% | -$212.5M |
AYI
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 355,729 | 815,322 | -56.4% | -$193.9M |
|
RBC
|
小幅减持 | 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
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 1,710,202 | -100.0% | -$149.9M |
|
FOUR
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 6,165,793 | 6,606,969 | -6.7% | -$146.4M |
SRAD
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 5,956,331 | -100.0% | -$141.6M |
TWLO
|
清仓 | 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
|
清仓 | 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
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 18,274 | -100.0% | -$97.9M |
CBZ
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 1,631,969 | -100.0% | -$82.3M |
TOST
|
清仓 | 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
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 436,598 | -100.0% | -$67.9M |
FIG
|
清仓 | 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
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 646,429 | 1,162,730 | -44.4% | -$57.7M |
|
XPO
|
大幅减持 | 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
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 6,396,513 | 7,310,605 | -12.5% | -$24.5M |
|
APG
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 14,775,236 | 15,017,378 | -1.6% | +$24.1M |
YOU
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 2,971,595 | 3,461,549 | -14.2% | +$22.4M |
DUOL
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 119,181 | -100.0% | -$20.9M |
AUR
|
大幅减持 | 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 |
|
RBLX
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 1,162,730 | 3,529,982 | -67.1% | -$394.8M |
|
DASH
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 3,578,745 | 1,671,659 | 114.1% | +$355.8M |
|
ENTG
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 3,765,035 | -100.0% | -$348.1M |
|
SHOP
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 2,043,219 | 4,543,835 | -55.0% | -$346.4M |
WST
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 1,172,583 | -100.0% | -$307.6M |
INTU
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 437,256 | -100.0% | -$298.6M |
|
FSV
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 436,598 | 2,216,720 | -80.3% | -$297.3M |
|
MDLN
|
新增 | 2025-12-31 披露 2026-02-17 | 6,900,000 | 0 | - | +$289.8M |
|
DUOL
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 119,181 | 874,919 | -86.4% | -$260.7M |
|
Q
|
新增 | 2025-12-31 披露 2026-02-17 | 2,800,861 | 0 | - | +$228.7M |
|
CPNG
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 24,452,985 | 24,833,189 | -1.5% | -$222.8M |
ESAB
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 1,945,854 | -100.0% | -$217.4M |
|
FIG
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 1,727,263 | 5,369,380 | -67.8% | -$214.0M |
|
MELI
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 307,932 | 175,436 | 75.5% | +$210.3M |
|
ULS
|
新增 | 2025-12-31 披露 2026-02-17 | 2,563,523 | 0 | - | +$202.2M |
|
BKNG
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 18,274 | 55,319 | -67.0% | -$200.8M |
|
AFRM
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 3,681,173 | 6,268,515 | -41.3% | -$184.1M |
|
WIX
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 1,031,844 | -100.0% | -$183.3M |
|
AYI
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 815,322 | 1,363,619 | -40.2% | -$176.1M |
|
VEEV
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 951,896 | 1,258,853 | -24.4% | -$162.5M |
HUBS
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 326,711 | -100.0% | -$152.8M |
|
TOST
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 2,299,023 | 6,360,898 | -63.9% | -$150.6M |
|
DSGX
|
新增 | 2025-12-31 披露 2026-02-17 | 1,710,202 | 0 | - | +$149.9M |
|
SRAD
|
新增 | 2025-12-31 披露 2026-02-17 | 5,956,331 | 0 | - | +$141.6M |
|
TWLO
|
新增 | 2025-12-31 披露 2026-02-17 | 962,089 | 0 | - | +$136.8M |
|
CBZ
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 1,631,969 | 3,925,067 | -58.4% | -$125.5M |
|
RKT
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 17,470,197 | 10,991,236 | 58.9% | +$125.2M |
FND
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 1,645,369 | -100.0% | -$121.3M |
|
FERG
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 1,561,342 | 1,088,970 | 43.4% | +$103.0M |
MASI
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 620,619 | -100.0% | -$91.6M |
|
YOU
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 3,461,549 | 6,366,367 | -45.6% | -$91.1M |
|
CIGI
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 3,369,760 | 3,699,124 | -8.9% | -$82.5M |
|
WRBY
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 7,310,605 | 8,752,607 | -16.5% | -$82.1M |
|
OPCH
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 8,991,254 | 7,431,769 | 21.0% | +$80.2M |
|
RBC
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 2,344,911 | 2,521,043 | -7.0% | +$67.6M |
|
CLH
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 834,763 | 573,666 | 45.5% | +$62.5M |
|
APG
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 15,017,378 | 14,898,178 | 0.8% | +$62.5M |
|
CVNA
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 925,045 | 892,477 | 3.6% | +$53.7M |
|
TECH
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 2,088,891 | 1,395,966 | 49.6% | +$45.2M |
RH
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 221,434 | -100.0% | -$45.0M |
ANDG
|
新增 | 2025-12-31 披露 2026-02-17 | 1,670,485 | 0 | - | +$43.3M |
BIRK
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 886,660 | -100.0% | -$40.1M |
|
AUR
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 6,768,585 | 12,044,163 | -43.8% | -$38.9M |
XMTR
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 669,274 | -100.0% | -$36.5M |
ROP
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 56,448 | -100.0% | -$28.2M |
|
APP
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 163,405 | 187,836 | -13.0% | -$24.9M |
|
IWM
|
新增 | 2025-12-31 披露 2026-02-17 | 96,776 | 0 | - | +$23.8M |
|
XPO
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 3,949,100 | 4,331,280 | -8.8% | -$23.2M |
|
FOUR
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 6,606,969 | 5,626,484 | 17.4% | -$19.4M |
|
VSEC
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 879,228 | 865,017 | 1.6% | +$8.1M |
|
PRVA
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 12,087,843 | 11,691,685 | 3.4% | -$4.5M |
GSHD
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 1,562,969 | 1,542,186 | 1.3% | +$343,185 |
还没有观点记录。