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 | 6.00% | Add +8.7% | 1,422,541 | $480.84 | $684M | +113,435 | −$158M |
| ROP - Roper Technologies | 5.79% | Add +51.3% | 1,395,525 | $472.23 | $659M | +473,168 | +$205M |
| JBHT - Hunt J B Trans Svcs | 5.72% | Reduce −0.8% | 3,247,257 | $200.79 | $652M | −27,179 | −$17M |
| MSCI - MSCI Inc | 5.33% | Add +26.3% | 1,208,281 | $502.88 | $608M | +251,686 | +$22M |
| WRBY - Warby Parker · CL A | 4.40% | Add +42.3% | 14,808,493 | $33.81 | $501M | +4,405,581 | +$16M |
| FSV - Firstservice | 4.31% | Add +7.6% | 3,391,256 | $144.88 | $491M | +238,980 | −$128M |
| TEAM - Atlassian · CL A | 3.81% | New | 1,477,536 | $293.83 | $434M | +1,477,536 | +$434M |
| DDOG - Datadog · CL A | 3.37% | Add +32.3% | 2,533,510 | $151.47 | $384M | +619,202 | +$43M |
| RBC - Rbc Bearings | 2.73% | Add +28.2% | 1,604,993 | $193.88 | $311M | +353,074 | +$58M |
| DUOL - Duolingo · CL A | 2.71% | Add +59.8% | 3,248,046 | $95.11 | $309M | +1,215,144 | +$94M |
| WST - West Pharmaceutical Svsc | 2.70% | Reduce −12.9% | 748,331 | $410.71 | $307M | −110,879 | −$96M |
| Confluent · CLASS A | 2.64% | Add +6.8% | 7,329,173 | $41.00 | $300M | +465,214 | −$223M |
| YOU - Clear Secure · CL A | 2.54% | Add +25.5% | 10,751,370 | $26.88 | $289M | +2,184,428 | +$20M |
| HUBS - Hubspot | 2.49% | New | 597,787 | $474.94 | $284M | +597,787 | +$284M |
| SHOP - Shopify · CL A | 2.47% | Reduce −7.3% | 415,943 | $675.96 | $281M | −32,779 | −$337M |
| ONON - ON AG | 2.44% | Add +114.5% | 11,028,390 | $25.24 | $278M | +5,887,034 | +$91M |
| IR - Ingersoll Rand | 2.18% | Reduce −8.2% | 4,939,153 | $50.35 | $249M | −440,309 | −$84M |
| WCN - Waste Connections | 2.16% | Add +20.6% | 1,760,924 | $139.70 | $246M | +301,092 | +$47M |
| KWR - Quaker Houghton | 2.14% | Reduce −3.6% | 1,412,370 | $172.81 | $244M | −52,073 | −$94M |
| Black Knight | 2.12% | Add +2.9% | 4,155,973 | $57.99 | $241M | +117,985 | −$94M |
| RH | 1.94% | Add +2.6% | 677,603 | $326.09 | $221M | +17,196 | −$133M |
| MOH - Molina Healthcare | 1.88% | New | 642,594 | $333.59 | $214M | +642,594 | +$214M |
| SPY - Spdr S&P 500 ETF Tr | 1.82% | New | 459,911 | $451.64 | $208M | +459,911 | +$208M |
| DSGX - Descartes Sys Group | 1.66% | Add +60.6% | 2,585,059 | $73.26 | $189M | +975,727 | +$56M |
| CWAN — · CL A | 1.65% | Add +11.3% | 8,945,959 | $21.00 | $188M | +908,588 | +$8M |
| Colfax | 1.48% | Add +42.9% | 4,241,017 | $39.79 | $169M | +1,273,658 | +$32M |
| MTN - Vail Resorts | 1.46% | Reduce −55.4% | 637,702 | $260.27 | $166M | −792,321 | −$303M |
| TTC - TORO | 1.32% | New | 1,763,931 | $85.49 | $151M | +1,763,931 | +$151M |
| EYE - National Vision | 1.30% | Add +17.8% | 3,411,469 | $43.57 | $149M | +515,072 | +$10M |
| FOUR - Shift4 Pmts · CL A | 1.25% | Add +52.0% | 2,305,940 | $61.93 | $143M | +789,002 | +$55M |
| TDY - Teledyne Technologies | 1.23% | New | 296,918 | $472.63 | $140M | +296,918 | +$140M |
| XP - XP Inc · CL A | 1.19% | Reduce −9.2% | 4,504,305 | $30.10 | $136M | −455,213 | −$7M |
| RDFN - Redfin | 1.19% | Reduce −13.6% | 7,483,945 | $18.04 | $135M | −1,178,557 | −$198M |
| DASH - Doordash · CL A | 1.14% | Reduce −42.8% | 1,110,319 | $117.19 | $130M | −829,643 | −$159M |
| Coupa Software | 1.13% | Add +49.6% | 1,263,662 | $101.63 | $128M | +419,129 | −$5M |
| SGRY - Surgery Partners | 0.93% | Add +20.4% | 1,918,450 | $55.05 | $106M | +325,221 | +$21M |
| IWM - Ishares Tr | 0.88% | New | 489,142 | $205.27 | $100M | +489,142 | +$100M |
| DOCS - Doximity · CL A | 0.75% | Add +54.7% | 1,648,986 | $52.09 | $86M | +582,799 | +$32M |
| Sweetgreen · CL A | 0.73% | Hold | 2,631,327 | $31.52 | $83M | — | — |
| Agilon Health | 0.67% | Reduce −34.4% | 2,989,449 | $25.35 | $76M | −1,566,886 | −$47M |
| GSHD - Goosehead Ins · CL A | 0.64% | Add +24.4% | 932,444 | $78.57 | $73M | +182,952 | −$24M |
| IAC - Iac Interactivecorp | 0.63% | Reduce −32.5% | 713,457 | $100.28 | $72M | −343,008 | −$67M |
| ALHC - Alignment Healthcare | 0.58% | Add +2079.2% | 5,908,220 | $11.23 | $66M | +5,637,102 | +$63M |
| BURL - Burlington Stores | 0.55% | Reduce −30.6% | 341,165 | $182.17 | $62M | −150,389 | −$81M |
| ROL - Rollins | 0.54% | New | 1,763,167 | $35.05 | $62M | +1,763,167 | +$62M |
| CPNG - Coupang · CL A | 0.49% | Reduce −66.2% | 3,153,892 | $17.68 | $56M | −6,176,931 | −$218M |
| SAM - Boston Beer · CL A | 0.49% | Reduce −51.6% | 142,550 | $388.47 | $55M | −151,986 | −$93M |
| SRAD - Sportradar Group AG · CLASS A | 0.48% | Add +46.0% | 3,303,309 | $16.64 | $55M | +1,040,085 | +$15M |
| PTON - Peloton Interactive · CL A | 0.39% | Reduce −69.0% | 1,686,335 | $26.42 | $45M | −3,748,447 | −$150M |
| XMTR - Xometry · CLASS A | 0.36% | Reduce −23.8% | 1,102,004 | $36.75 | $40M | −343,512 | −$34M |
| Expensify · CL A | 0.32% | Add +27.5% | 2,069,629 | $17.56 | $36M | +445,937 | −$35M |
| TOST - Toast · CL A | 0.20% | Reduce −66.7% | 1,049,264 | $21.73 | $23M | −2,106,038 | −$82M |
| UPWK - Upwork | 0.18% | Reduce −51.5% | 884,749 | $23.24 | $21M | −939,073 | −$42M |
| BFAM — | 0.12% | Add +97.2% | 100,748 | $132.69 | $13M | +49,662 | +$7M |
| DAY - Ceridian Hcm | 0.11% | Reduce −93.9% | 183,567 | $68.36 | $13M | −2,802,918 | −$299M |
| BSY - Bentley Sys · CL B | 0.09% | New | 229,249 | $44.18 | $10M | +229,249 | +$10M |
| Abcam | 0.08% | Hold | 500,000 | $18.29 | $9M | — | — |
| AFRM - Affirm · CL A | 0.07% | Reduce −87.4% | 181,240 | $46.28 | $8M | −1,260,336 | −$137M |
| Cazoo Group | 0.01% | Reduce −88.5% | 587,351 | $2.76 | $2M | −4,540,196 | −$29M |
Showing top 50 of 59 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TWLO - Twilio · CL A | 2.18% | Exit | 0 | $263.34 | $279M | −1,057,585 | −$279M |
| WIX — | 0.56% | Exit | 0 | $157.79 | $72M | −455,590 | −$72M |
| Farfetch · CL A | 0.40% | Exit | 0 | $33.43 | $52M | −1,540,747 | −$52M |
| Qualtrics Intl · CL A | 0.22% | Exit | 0 | $35.40 | $28M | −798,577 | −$28M |
| Accolade | 0.22% | Exit | 0 | $26.36 | $28M | −1,057,390 | −$28M |
| VRM - Vroom | 0.19% | Exit | 0 | $10.79 | $24M | −2,256,636 | −$24M |
| Vimeo | 0.16% | Exit | 0 | $17.96 | $21M | −1,162,940 | −$21M |
| CARG - Cargurus · CL A | 0.13% | Exit | 0 | $33.64 | $17M | −511,561 | −$17M |
| Wheels Up Experience · CL A | 0.09% | Exit | 0 | $4.64 | $11M | −2,412,500 | −$11M |
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