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
| MSCI - MSCI Inc | 7.14% | Add +24.8% | 1,507,918 | $412.15 | $621M | +299,637 | +$14M |
| INTU - Intuit | 6.87% | Add +9.2% | 1,553,465 | $385.44 | $599M | +130,924 | −$85M |
| ROP - Roper Technologies | 6.62% | Add +4.7% | 1,461,019 | $394.65 | $577M | +65,494 | −$82M |
| TEAM - Atlassian · CL A | 5.58% | Add +75.4% | 2,591,520 | $187.40 | $486M | +1,113,984 | +$52M |
| FSV - Firstservice | 5.09% | Add +7.9% | 3,660,794 | $121.20 | $444M | +269,538 | −$48M |
| JBHT - Hunt J B Trans Svcs | 4.58% | Reduce −21.9% | 2,535,391 | $157.47 | $399M | −711,866 | −$253M |
| DUOL - Duolingo · CL A | 3.80% | Add +16.3% | 3,776,894 | $87.55 | $331M | +528,848 | +$22M |
| RBC - Rbc Bearings | 3.71% | Add +8.9% | 1,747,198 | $184.95 | $323M | +142,205 | +$12M |
| WST - West Pharmaceutical Svsc | 3.45% | Add +32.8% | 994,036 | $302.37 | $301M | +245,705 | −$7M |
| DDOG - Datadog · CL A | 3.44% | Add +24.1% | 3,144,519 | $95.24 | $299M | +611,009 | −$84M |
| MOH - Molina Healthcare | 2.95% | Add +43.2% | 920,393 | $279.61 | $257M | +277,799 | +$43M |
| WCN - Waste Connections | 2.75% | Add +9.6% | 1,929,733 | $123.96 | $239M | +168,809 | −$7M |
| DSGX - Descartes Sys Group | 2.72% | Add +47.8% | 3,819,658 | $62.06 | $237M | +1,234,599 | +$48M |
| HUBS - Hubspot | 2.65% | Add +28.6% | 768,865 | $300.65 | $231M | +171,078 | −$53M |
| YOU - Clear Secure · CL A | 2.64% | Add +6.7% | 11,476,588 | $20.00 | $230M | +725,218 | −$59M |
| IR - Ingersoll Rand | 2.22% | Reduce −7.0% | 4,593,000 | $42.08 | $193M | −346,153 | −$55M |
| KWR - Quaker Houghton | 2.21% | Reduce −8.8% | 1,288,333 | $149.52 | $193M | −124,037 | −$51M |
| TDY - Teledyne Technologies | 2.06% | Add +61.2% | 478,681 | $375.11 | $180M | +181,763 | +$39M |
| Confluent · CLASS A | 1.94% | Reduce −0.9% | 7,262,459 | $23.24 | $169M | −66,714 | −$132M |
| ENOV - Enovis | 1.93% | New | 3,057,030 | $55.00 | $168M | +3,057,030 | +$168M |
| WRBY - Warby Parker · CL A | 1.91% | Hold | 14,808,493 | $11.26 | $167M | — | — |
| Agilon Health | 1.76% | Add +135.4% | 7,036,921 | $21.83 | $154M | +4,047,472 | +$78M |
| ONON - ON AG | 1.42% | Reduce −36.5% | 7,005,090 | $17.69 | $124M | −4,023,300 | −$154M |
| CWAN — · CL A | 1.34% | Add +8.2% | 9,675,988 | $12.04 | $116M | +730,029 | −$71M |
| EYE - National Vision | 1.32% | Add +22.8% | 4,189,497 | $27.50 | $115M | +778,028 | −$33M |
| TTC - TORO | 1.30% | Reduce −15.0% | 1,499,591 | $75.79 | $114M | −264,340 | −$37M |
| FOUR - Shift4 Pmts · CL A | 1.20% | Add +37.5% | 3,170,633 | $33.06 | $105M | +864,693 | −$38M |
| TOST - Toast · CL A | 1.18% | Add +657.0% | 7,943,291 | $12.94 | $103M | +6,894,027 | +$80M |
| RH | 1.15% | Reduce −30.4% | 471,900 | $212.26 | $100M | −205,703 | −$121M |
| Black Knight | 1.12% | Reduce −64.2% | 1,488,174 | $65.39 | $97M | −2,667,799 | −$144M |
| XP - XP Inc · CL A | 1.11% | Add +19.9% | 5,398,948 | $17.96 | $97M | +894,643 | −$39M |
| IAC - Iac Interactivecorp | 0.93% | Add +49.5% | 1,066,277 | $75.97 | $81M | +352,820 | +$9M |
| MTN - Vail Resorts | 0.93% | Reduce −42.0% | 369,681 | $218.05 | $81M | −268,021 | −$85M |
| ALHC - Alignment Healthcare | 0.87% | Add +12.1% | 6,623,343 | $11.41 | $76M | +715,123 | +$9M |
| BSY - Bentley Sys · CL B | 0.85% | Add +871.6% | 2,227,383 | $33.30 | $74M | +1,998,134 | +$64M |
| DOCS - Doximity · CL A | 0.72% | Add +8.5% | 1,789,546 | $34.82 | $62M | +140,560 | −$24M |
| RDFN - Redfin | 0.71% | Add +0.4% | 7,514,585 | $8.24 | $62M | +30,640 | −$73M |
| DASH - Doordash · CL A | 0.62% | Reduce −24.2% | 841,420 | $64.17 | $54M | −268,899 | −$76M |
| SGRY - Surgery Partners | 0.56% | Reduce −11.7% | 1,694,280 | $28.92 | $49M | −224,170 | −$57M |
| Expensify · CL A | 0.54% | Add +28.2% | 2,652,266 | $17.79 | $47M | +582,637 | +$11M |
| SHOP - Shopify · CL A | 0.53% | Add +254.5% | 1,474,410 | $31.24 | $46M | +1,058,467 | −$235M |
| GSHD - Goosehead Ins · CL A | 0.47% | Reduce −4.4% | 891,776 | $45.67 | $41M | −40,668 | −$33M |
| ROL - Rollins | 0.46% | Reduce −34.6% | 1,153,922 | $34.92 | $40M | −609,245 | −$22M |
| IDXX - Idexx Labs | 0.46% | New | 113,166 | $350.73 | $40M | +113,166 | +$40M |
| ACHC — | 0.44% | New | 560,841 | $67.63 | $38M | +560,841 | +$38M |
| CPNG - Coupang · CL A | 0.40% | Reduce −12.8% | 2,748,752 | $12.75 | $35M | −405,140 | −$21M |
| XMTR - Xometry · CLASS A | 0.36% | Reduce −17.2% | 912,009 | $33.93 | $31M | −189,995 | −$10M |
| UPWK - Upwork | 0.27% | Add +30.9% | 1,157,818 | $20.68 | $24M | +273,069 | +$3M |
| Sweetgreen · CL A | 0.22% | Reduce −37.1% | 1,654,983 | $11.65 | $19M | −976,344 | −$64M |
| SRAD - Sportradar Group AG · CLASS A | 0.19% | Reduce −37.3% | 2,069,597 | $7.90 | $16M | −1,233,712 | −$39M |
| LIND — | 0.19% | New | 1,996,540 | $8.10 | $16M | +1,996,540 | +$16M |
| Abcam | 0.08% | Hold | 500,000 | $14.46 | $7M | — | — |
| BFAM — | 0.03% | Reduce −70.4% | 29,785 | $84.51 | $3M | −70,963 | −$11M |
Showing top 50 of 53 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SPY - Spdr S&P 500 ETF Tr | 1.82% | Exit | 0 | $451.64 | $208M | −459,911 | −$208M |
| Colfax | 1.48% | Exit | 0 | $39.79 | $169M | −4,241,017 | −$169M |
| Coupa Software | 1.13% | Exit | 0 | $101.63 | $128M | −1,263,662 | −$128M |
| IWM - Ishares Tr | 0.88% | Exit | 0 | $205.27 | $100M | −489,142 | −$100M |
| BURL - Burlington Stores | 0.55% | Exit | 0 | $182.17 | $62M | −341,165 | −$62M |
| SAM - Boston Beer · CL A | 0.49% | Exit | 0 | $388.47 | $55M | −142,550 | −$55M |
| PTON - Peloton Interactive · CL A | 0.39% | Exit | 0 | $26.42 | $45M | −1,686,335 | −$45M |
| DAY - Ceridian Hcm | 0.11% | Exit | 0 | $68.36 | $13M | −183,567 | −$13M |
| AFRM - Affirm · CL A | 0.07% | Exit | 0 | $46.28 | $8M | −181,240 | −$8M |
| Cazoo Group | 0.01% | Exit | 0 | $2.76 | $2M | −587,351 | −$2M |
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