Profile
Investor: Henry Ellenbogen
Investment style: Growth
Organization: Durable Capital Partners
Title: Founder, 2019
Circle of competence: Consumer discretionary, health care, technology
Picks: Atlassian (TEAM), Aurora Innovation (AUR), Booking Holdings (BKNG), Clear Secure (YOU), Coupang (CPNG), DoorDash (DASH), Duolingo (DUOL), Entegris (ENTG), HubSpot (HUBS), MercadoLibre (MELI), On Holding (ONON), Privia Health Group (PRVA), Shift4 Payments (FOUR), Shopify (SHOP), Toast (TOST), Veeva Systems (VEEV), West Pharmaceutical Services (WST), Wix.com (WIX)
Influences: Peter Lynch, Jack LaPorte, Jeff Bezos, John Malone
Profiles: Dec-25 (“The Last Human Edge”)
Henry Ellenbogen
Location: Chevy Chase, Maryland
MELI is investing for growth. If its bets pay off, this is one of the cheapest stocks we own.
Investors are betting Toast’s moat is going away with AI. We beg to differ. [trade]
We highlight 26 picks and 1 pan from this year’s investment confab.
No shortage of ideas (picks and pans) from this year’s midyear roundtable!
A review of my 17 favorite picks from the 2025 Barron’s Roundtable…
Henry Ellenbogen, one of my favorite growth investors, is bullish on Coupang!