Henry Ellenbogen - Durable Capital Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    37
Portfolio value:    $9,713,928,029
Holdings Activity Buys Sells    History
Holding/activity history for  Toast, Inc. (TOST)
← All TOST superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.77 $24.35–37.00 · VW $29.23i SEC
2025   Q4 2,299,023 0.77 Reduce 63.86% 1.10 $32.15–39.72 · VW $35.95i $81,638,307 SEC
2025   Q3 6,360,898 1.72 Reduce 37.92% 1.30 $35.17–49.66 · VW $42.90i $232,236,386 SEC
2025   Q2 10,245,724 3.44 Reduce 5.45% 0.18 $28.12–45.56 · VW $40.12i $453,783,116 SEC
2025   Q1 10,836,694 3.21 Reduce 29.83% 1.37 $29.00–43.01 · VW $36.92i $359,453,140 SEC
2024   Q4 15,444,158 4.59 Reduce 5.04% 0.17 $27.65–44.12 · VW $36.87i $562,939,559 SEC
2024   Q3 16,263,895 3.37 Reduce 10.51% 0.40 $22.10–29.92 · VW $25.50i $460,430,867 SEC
2024   Q2 18,174,146 3.84 Add 13.99% 0.47 $21.32–27.90 · VW $24.42i $468,347,742 SEC
2024   Q1 15,943,931 3.08 Add 17.38% 0.46 $16.13–25.63 · VW $20.57i $397,322,761 SEC
2023   Q4 13,582,931 1.96 Add 6.46% 0.12 $13.77–19.17 · VW $16.24i $248,024,320 SEC
2023   Q3 12,758,570 2.20 Add 6.97% 0.14 $18.29–27.00 · VW $21.97i $238,968,016 SEC
2023   Q2 11,926,931 2.38 Add 0.72% 0.02 $16.09–23.75 · VW $20.17i $269,190,833 SEC
2023   Q1 11,841,610 2.00 Add 19.60% 0.33 $15.77–26.03 · VW $19.76i $210,188,578 SEC
2022   Q4 9,900,873 1.88 Reduce 32.67% 0.91 $16.06–23.00 · VW $18.95i $178,512,740 SEC
2022   Q3 14,705,314 2.77 Add 85.13% 1.27 $13.21–22.47 · VW $17.87i $245,873,000 SEC
2022   Q2 7,943,291 1.20 Add 657.03% 1.04 $11.91–24.36 · VW $15.94i $102,786,000 SEC
2022   Q1 1,049,264 0.20 Reduce 66.75% 0.56 $15.82–35.55 · VW $21.93i $22,801,000 SEC
2021   Q4 3,155,302 0.84 Reduce 13.56% 0.18 $30.69–69.93 · VW $43.48i $104,485,000 SEC
2021   Q3 3,650,355 1.36 Buy 1.36 $49.00–65.99 · VW $56.61i
IPO/listing quarter
$173,226,000 SEC
Price snapshot:
Current price$29.96
52-week low$22.26
52-week high$49.66