Featured 13F manager
Durable Capital Partners LP Henry Ellenbogen
Bethesda, MD 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $10.3B
- 36 Positions
- 2026 Q2
- +5.8% QoQ
- Top 5 37.4%
Portfolio
top 5 37.4% · top 10 59.1%
- RBC - Rbc Bearings 10.7%
- DASH - Doordash · CL A 7.5%
- Q - Qnity 7.2%
- FERG - Ferguson Enterprises 6.9%
- MELI - Mercadolibre 5.1%
- APG - API Group 5.0%
- XPO - Xpo Logistics 4.8%
- CVNA - Carvana · CL A 4.3%
- Madison Air Solutions · CL A 3.9%
- TWLO - Twilio · CL A 3.7%
- AFRM - Affirm · CL A 3.5%
- FN - Fabrinet 3.3%
- Other 34.1%
AUM over time
Book
| INTU - Intuit | 6.58% | Add +2.8% | 1,309,106 | $643.22 | $842M | +35,814 | +$155M |
| JBHT - Hunt J B Trans Svcs | 5.23% | Reduce −2.2% | 3,274,436 | $204.40 | $669M | −72,753 | +$110M |
| FSV - Firstservice | 4.84% | Reduce −3.5% | 3,152,276 | $196.47 | $619M | −114,331 | +$30M |
| SHOP - Shopify · CL A | 4.83% | Reduce −16.4% | 448,722 | $1,377 | $618M | −88,107 | −$110M |
| MSCI - MSCI Inc | 4.58% | Add +7.5% | 956,595 | $612.69 | $586M | +66,653 | +$45M |
| Confluent · CLASS A | 4.09% | Add +14.3% | 6,863,959 | $76.24 | $523M | +858,902 | +$174M |
| WRBY - Warby Parker · CL A | 3.78% | Add +31.9% | 10,402,912 | $46.56 | $484M | +2,515,387 | +$66M |
| MTN - Vail Resorts | 3.66% | Add +25.8% | 1,430,023 | $327.90 | $469M | +293,604 | +$89M |
| ROP - Roper Technologies | 3.54% | Add +20.0% | 922,357 | $491.86 | $454M | +153,528 | +$111M |
| WST - West Pharmaceutical Svsc | 3.15% | Hold | 859,210 | $469.01 | $403M | — | — |
| RH | 2.77% | Reduce −16.2% | 660,407 | $535.94 | $354M | −127,710 | −$172M |
| DDOG - Datadog · CL A | 2.66% | Add +1964.2% | 1,914,308 | $178.11 | $341M | +1,821,571 | +$328M |
| KWR - Quaker Houghton | 2.64% | Reduce −2.1% | 1,464,443 | $230.78 | $338M | −31,337 | −$18M |
| Black Knight | 2.62% | Reduce −32.4% | 4,037,988 | $82.89 | $335M | −1,938,574 | −$96M |
| IR - Ingersoll Rand | 2.60% | Reduce −0.8% | 5,379,462 | $61.87 | $333M | −45,851 | +$59M |
| RDFN - Redfin | 2.60% | Reduce −3.2% | 8,662,502 | $38.39 | $333M | −283,544 | −$116M |
| DAY - Ceridian Hcm | 2.44% | Add +4.2% | 2,986,485 | $104.46 | $312M | +119,046 | −$11M |
| DASH - Doordash · CL A | 2.26% | Reduce −9.6% | 1,939,962 | $148.90 | $289M | −205,115 | −$153M |
| TWLO - Twilio · CL A | 2.18% | Reduce −4.6% | 1,057,585 | $263.34 | $279M | −50,775 | −$75M |
| CPNG - Coupang · CL A | 2.14% | Add +10.1% | 9,330,823 | $29.38 | $274M | +853,990 | +$38M |
| YOU - Clear Secure · CL A | 2.10% | Hold | 8,566,942 | $31.37 | $269M | — | — |
| RBC - Rbc Bearings | 1.98% | Reduce −11.2% | 1,251,919 | $201.97 | $253M | −157,150 | −$46M |
| DUOL - Duolingo · CL A | 1.68% | Add +155.7% | 2,032,902 | $105.63 | $215M | +1,237,921 | +$85M |
| WCN - Waste Connections | 1.55% | Reduce −3.5% | 1,459,832 | $136.27 | $199M | −52,947 | +$8M |
| PTON - Peloton Interactive · CL A | 1.52% | New | 5,434,782 | $35.76 | $194M | +5,434,782 | +$194M |
| ONON - ON AG | 1.47% | Reduce −20.5% | 5,141,356 | $36.51 | $188M | −1,323,644 | +$549K |
| CWAN · CL A | 1.41% | Add +14.2% | 8,037,371 | $22.38 | $180M | +1,000,000 | +$4M |
| SAM - Boston Beer · CL A | 1.16% | Reduce −36.5% | 294,536 | $505.10 | $149M | −169,363 | −$88M |
| AFRM - Affirm · CL A | 1.13% | Reduce −40.3% | 1,441,576 | $100.56 | $145M | −972,087 | −$143M |
| BURL - Burlington Stores | 1.12% | Add +52.2% | 491,554 | $291.51 | $143M | +168,633 | +$52M |
| XP - XP Inc · CL A | 1.11% | Reduce −8.1% | 4,959,518 | $28.74 | $143M | −438,993 | −$74M |
| EYE - National Vision | 1.09% | Add +29.5% | 2,896,397 | $47.99 | $139M | +660,656 | +$12M |
| IAC - Iac Interactivecorp | 1.08% | Reduce −27.5% | 1,056,465 | $130.71 | $138M | −401,307 | −$52M |
| Colfax | 1.07% | Reduce −38.4% | 2,967,359 | $45.97 | $136M | −1,846,880 | −$85M |
| Coupa Software | 1.04% | Reduce −22.0% | 844,533 | $158.05 | $133M | −238,233 | −$104M |
| DSGX - Descartes Sys Group | 1.04% | Add +18.3% | 1,609,332 | $82.68 | $133M | +249,083 | +$23M |
| Agilon Health | 0.96% | Reduce −29.3% | 4,556,335 | $27.00 | $123M | −1,890,028 | −$45M |
| TOST - Toast · CL A | 0.82% | Reduce −13.6% | 3,155,302 | $33.11 | $104M | −495,053 | −$69M |
| GSHD - Goosehead Ins · CL A | 0.76% | Reduce −9.3% | 749,492 | $130.08 | $97M | −76,912 | −$28M |
| FOUR - Shift4 Pmts · CL A | 0.69% | Reduce −51.6% | 1,516,938 | $57.93 | $88M | −1,617,881 | −$155M |
| SGRY - Surgery Partners | 0.66% | New | 1,593,229 | $53.41 | $85M | +1,593,229 | +$85M |
| Sweetgreen · CL A | 0.64% | New | 2,631,327 | $31.30 | $82M | +2,631,327 | +$82M |
| XMTR - Xometry · CLASS A | 0.58% | Hold | 1,445,516 | $51.25 | $74M | — | — |
| WIX | 0.56% | Reduce −27.8% | 455,590 | $157.79 | $72M | −175,099 | −$52M |
| Expensify · CL A | 0.56% | New | 1,623,692 | $44.00 | $71M | +1,623,692 | +$71M |
| UPWK - Upwork | 0.49% | Reduce −22.3% | 1,823,822 | $34.16 | $62M | −523,830 | −$43M |
| DOCS - Doximity · CL A | 0.42% | Add +42.2% | 1,066,187 | $50.13 | $53M | +316,187 | −$7M |
| Farfetch · CL A | 0.40% | Reduce −28.0% | 1,540,747 | $33.43 | $52M | −600,285 | −$29M |
| SRAD - Sportradar Group AG · CLASS A | 0.31% | Add +126.3% | 2,263,224 | $17.57 | $40M | +1,263,224 | +$17M |
| Cazoo Group | 0.24% | Hold | 5,127,547 | $5.90 | $30M | — | — |
| Qualtrics Intl · CL A | 0.22% | Hold | 798,577 | $35.40 | $28M | — | — |
| Accolade | 0.22% | Reduce −15.4% | 1,057,390 | $26.36 | $28M | −192,939 | −$25M |
| VRM - Vroom | 0.19% | Reduce −46.1% | 2,256,636 | $10.79 | $24M | −1,931,873 | −$68M |
| Vimeo | 0.16% | Reduce −32.5% | 1,162,940 | $17.96 | $21M | −560,601 | −$30M |
| CARG - Cargurus · CL A | 0.13% | Add +22.0% | 511,561 | $33.64 | $17M | +92,138 | +$4M |
| Abcam | 0.09% | Hold | 500,000 | $23.55 | $12M | — | — |
| Wheels Up Experience · CL A | 0.09% | Reduce −3.5% | 2,412,500 | $4.64 | $11M | −87,500 | −$5M |
| BFAM | 0.05% | Reduce −82.6% | 51,086 | $125.89 | $6M | −243,191 | −$35M |
| ALHC - Alignment Healthcare | 0.03% | Reduce −78.0% | 271,118 | $14.06 | $4M | −958,658 | −$16M |
Showing top 50 of 59 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SOFI - SOFI Technologies | 0.43% | Exit | 0 | $15.88 | $57M | −3,597,334 | −$57M |
| MNDY - Monday | 0.37% | Exit | 0 | $326.20 | $49M | −150,000 | −$49M |
| Krispy Kreme | 0.26% | Exit | 0 | $14.00 | $34M | −2,421,191 | −$34M |
| ACVA - Acv Auctions · CL A | 0.23% | Exit | 0 | $17.89 | $30M | −1,688,020 | −$30M |
| BILL | 0.15% | Exit | 0 | $266.95 | $20M | −76,388 | −$20M |
| LFST - Lifestance Health Group | 0.15% | Exit | 0 | $14.50 | $19M | −1,325,747 | −$19M |
| IDXX - Idexx Labs | 0.12% | Exit | 0 | $621.92 | $16M | −25,402 | −$16M |
| GFL - Gfl Environmental | 0.07% | Exit | 0 | $37.15 | $10M | −264,194 | −$10M |
| Latch | 0.05% | Exit | 0 | $11.27 | $7M | −583,764 | −$7M |
| TTC - TORO | — | Exit | 0 | $97.03 | $121K | −1,247 | −$121K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 36 | $10.3B | +5.8% | 13F-HR | 8/14/2026 | 000179884926000010 |
| 2026 Q1 | 37 | $9.7B | −8.1% | 13F-HR | 5/15/2026 | 000179884926000006 |
| 2025 Q4 | 40 | $10.6B | −21.7% | 13F-HR | 2/17/2026 | 000179884926000003 |
| 2025 Q3 | 48 | $13.5B | +2.2% | 13F-HR | 11/14/2025 | 000179884925000015 |
| 2025 Q2 | 44 | $13.2B | +18.0% | 13F-HR | 8/14/2025 | 000179884925000010 |
| 2025 Q1 | 51 | $11.2B | −8.7% | 13F-HR | 5/15/2025 | 000179884925000005 |
| 2024 Q4 | 46 | $12.3B | −10.3% | 13F-HR | 2/14/2025 | 000179884925000003 |
| 2024 Q3 | 48 | $13.7B | +12.2% | 13F-HR | 11/14/2024 | 000179884924000012 |
| 2024 Q2 | 49 | $12.2B | −5.6% | 13F-HR | 8/14/2024 | 000179884924000008 |
| 2024 Q1 | 53 | $12.9B | +1.9% | 13F-HR | 5/15/2024 | 000179884924000006 |
| 2023 Q4 | 52 | $12.7B | +15.8% | 13F-HR | 2/14/2024 | 000179884924000003 |
| 2023 Q3 | 52 | $10.9B | −3.0% | 13F-HR | 11/14/2023 | 000179884923000010 |
| 2023 Q2 | 50 | $11.4B | — | RESTATEMENT | 8/17/2023 | 000179884923000008 |
| 2023 Q2 | 50 | $11.3B | +5.9% | 13F-HR | 8/14/2023 | 000179884923000007 |
| 2023 Q1 | 49 | $10.6B | +10.7% | 13F-HR | 5/15/2023 | 000179884923000004 |
| 2022 Q4 | 51 | $9.6B | +5.7% | 13F-HR | 2/14/2023 | 000179884923000002 |
| 2022 Q3 | 52 | $9.1B | +4.5% | 13F-HR | 11/14/2022 | 000179884922000034 |
| 2022 Q2 | 53 | $8.7B | −23.5% | 13F-HR | 8/12/2022 | 000179884922000032 |
| 2022 Q1 | 59 | $11.4B | −11.0% | 13F-HR | 5/13/2022 | 000179884922000025 |
| 2021 Q4 | 59 | $12.8B | −3.0% | 13F-HR | 2/14/2022 | 000179884922000023 |
| 2021 Q3 | 65 | $13.2B | — | 13F-HR | 11/15/2021 | 000179884921000008 |
About
Durable Capital Partners LP
21 processed 13Fs on this site · 2021 Q3–2026 Q2