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 | 7.53% | Add +7.7% | 1,624,439 | $421.79 | $685M | +116,521 | +$64M |
| INTU - Intuit | 7.26% | Add +9.7% | 1,704,270 | $387.32 | $660M | +150,805 | +$61M |
| TEAM - Atlassian · CL A | 6.51% | Add +8.5% | 2,812,701 | $210.59 | $592M | +221,181 | +$107M |
| ROP - Roper Technologies | 6.41% | Add +10.9% | 1,620,297 | $359.64 | $583M | +159,278 | +$6M |
| FSV - Firstservice | 5.11% | Add +6.8% | 3,908,039 | $119.01 | $465M | +247,245 | +$21M |
| MOH - Molina Healthcare | 4.10% | Add +22.8% | 1,129,977 | $329.84 | $373M | +209,584 | +$115M |
| DUOL - Duolingo · CL A | 3.95% | Hold | 3,776,894 | $95.23 | $360M | — | — |
| JBHT - Hunt J B Trans Svcs | 3.94% | Reduce −9.6% | 2,292,084 | $156.42 | $359M | −243,307 | −$41M |
| RBC - Rbc Bearings | 3.89% | Reduce −2.6% | 1,702,253 | $207.81 | $354M | −44,945 | +$31M |
| WST - West Pharmaceutical Svsc | 3.19% | Add +18.7% | 1,179,447 | $246.08 | $290M | +185,411 | −$10M |
| DDOG - Datadog · CL A | 3.19% | Add +3.9% | 3,267,227 | $88.78 | $290M | +122,708 | −$9M |
| WCN - Waste Connections | 3.16% | Add +10.4% | 2,129,652 | $135.13 | $288M | +199,919 | +$49M |
| DSGX - Descartes Sys Group | 2.97% | Add +11.5% | 4,260,355 | $63.53 | $271M | +440,697 | +$34M |
| YOU - Clear Secure · CL A | 2.88% | Hold | 11,476,588 | $22.86 | $262M | — | — |
| HUBS - Hubspot | 2.72% | Add +19.3% | 917,522 | $270.12 | $248M | +148,657 | +$17M |
| TOST - Toast · CL A | 2.70% | Add +85.1% | 14,705,314 | $16.72 | $246M | +6,762,023 | +$143M |
| Agilon Health | 2.43% | Add +34.0% | 9,429,055 | $23.42 | $221M | +2,392,134 | +$67M |
| WRBY - Warby Parker · CL A | 2.17% | Hold | 14,808,493 | $13.34 | $198M | — | — |
| FOUR - Shift4 Pmts · CL A | 2.10% | Add +34.8% | 4,274,558 | $44.61 | $191M | +1,103,925 | +$86M |
| KWR - Quaker Houghton | 2.04% | Hold | 1,288,333 | $144.38 | $186M | — | — |
| CWAN — · CL A | 1.79% | Hold | 9,675,988 | $16.79 | $162M | — | — |
| ONON - ON AG | 1.47% | Add +18.8% | 8,323,446 | $16.05 | $134M | +1,318,356 | +$10M |
| RH | 1.46% | Add +14.1% | 538,246 | $246.07 | $132M | +66,346 | +$32M |
| TDY - Teledyne Technologies | 1.41% | Reduce −20.4% | 380,905 | $337.47 | $129M | −97,776 | −$51M |
| Confluent · CLASS A | 1.38% | Reduce −27.3% | 5,277,220 | $23.77 | $125M | −1,985,239 | −$43M |
| ENOV - Enovis | 1.36% | Reduce −12.4% | 2,679,207 | $46.07 | $123M | −377,823 | −$45M |
| ACHC — | 1.28% | Add +164.6% | 1,483,908 | $78.18 | $116M | +923,067 | +$78M |
| EYE - National Vision | 1.10% | Reduce −26.6% | 3,073,624 | $32.65 | $100M | −1,115,873 | −$15M |
| TTC - TORO | 1.09% | Reduce −23.9% | 1,141,749 | $86.48 | $99M | −357,842 | −$15M |
| CPNG - Coupang · CL A | 1.07% | Add +111.9% | 5,824,375 | $16.67 | $97M | +3,075,623 | +$62M |
| XP - XP Inc · CL A | 0.96% | Reduce −14.6% | 4,612,865 | $19.01 | $88M | −786,083 | −$9M |
| IR - Ingersoll Rand | 0.87% | Reduce −60.0% | 1,836,144 | $43.26 | $79M | −2,756,856 | −$114M |
| BSY - Bentley Sys · CL B | 0.75% | Hold | 2,227,383 | $30.59 | $68M | — | — |
| IDXX - Idexx Labs | 0.74% | Add +83.5% | 207,714 | $325.80 | $68M | +94,548 | +$28M |
| IAC - IAC Inc | 0.65% | Hold | 1,066,277 | $55.38 | $59M | — | — |
| Sweetgreen · CL A | 0.57% | Add +69.3% | 2,802,281 | $18.50 | $52M | +1,147,298 | +$33M |
| XMTR - Xometry · CLASS A | 0.57% | Hold | 912,009 | $56.79 | $52M | — | — |
| SGRY - Surgery Partners | 0.55% | Add +26.0% | 2,134,229 | $23.40 | $50M | +439,949 | +$942K |
| MTN - Vail Resorts | 0.55% | Reduce −37.5% | 231,156 | $215.64 | $50M | −138,525 | −$31M |
| RDFN - Redfin | 0.43% | Reduce −10.7% | 6,707,745 | $5.84 | $39M | −806,840 | −$23M |
| Expensify · CL A | 0.42% | Reduce −3.9% | 2,549,831 | $14.88 | $38M | −102,435 | −$9M |
| GSHD - Goosehead Ins · CL A | 0.39% | Add +12.0% | 998,625 | $35.64 | $36M | +106,849 | −$5M |
| ROL - Rollins | 0.17% | Reduce −62.2% | 436,238 | $34.68 | $15M | −717,684 | −$25M |
| UPWK - Upwork | 0.15% | Reduce −15.8% | 974,665 | $13.62 | $13M | −183,153 | −$11M |
| ALHC - Alignment Healthcare | 0.13% | Reduce −84.6% | 1,017,404 | $11.84 | $12M | −5,605,939 | −$64M |
| DASH - Doordash · CL A | 0.10% | Reduce −77.2% | 192,264 | $49.45 | $10M | −649,156 | −$44M |
| Black Knight | 0.10% | Reduce −90.1% | 146,604 | $64.73 | $9M | −1,341,570 | −$88M |
| Abcam | 0.08% | Hold | 500,000 | $14.99 | $7M | — | — |
| SRAD - Sportradar Group AG · CLASS A | 0.06% | Reduce −70.5% | 610,875 | $8.80 | $5M | −1,458,722 | −$11M |
| SHOP - Shopify · CL A | 0.06% | Reduce −86.5% | 198,473 | $26.94 | $5M | −1,275,937 | −$41M |
| DOCS - Doximity · CL A | 0.03% | Reduce −95.6% | 78,515 | $30.22 | $2M | −1,711,031 | −$60M |
| BFAM — | 0.02% | Hold | 29,785 | $57.65 | $2M | — | — |
Showing top 50 of 52 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| LIND — | 0.19% | Exit | 0 | $8.10 | $16M | −1,996,540 | −$16M |
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