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
| ROP - Roper Technologies | 7.56% | Add +3.9% | 1,684,142 | $432.09 | $728M | +63,845 | +$145M |
| INTU - Intuit | 7.09% | Add +2.8% | 1,751,349 | $389.22 | $682M | +47,079 | +$22M |
| MSCI - MSCI Inc | 6.63% | Reduce −15.5% | 1,371,880 | $465.17 | $638M | −252,559 | −$47M |
| FSV - Firstservice | 5.09% | Add +2.2% | 3,993,742 | $122.55 | $489M | +85,703 | +$24M |
| MOH - Molina Healthcare | 4.26% | Add +9.7% | 1,240,045 | $330.22 | $409M | +110,068 | +$37M |
| RBC - Rbc Bearings | 4.04% | Add +9.0% | 1,855,997 | $209.35 | $389M | +153,744 | +$35M |
| JBHT - Hunt J B Trans Svcs | 3.63% | Reduce −12.6% | 2,002,843 | $174.36 | $349M | −289,241 | −$9M |
| TEAM - Atlassian · CL A | 3.62% | New | 2,705,654 | $128.68 | $348M | +2,705,654 | +$348M |
| YOU - Clear Secure · CL A | 3.27% | Hold | 11,476,588 | $27.43 | $315M | — | — |
| DUOL - Duolingo · CL A | 3.07% | Add +10.1% | 4,156,738 | $71.13 | $296M | +379,844 | −$64M |
| WCN - Waste Connections | 3.04% | Add +3.6% | 2,205,428 | $132.56 | $292M | +75,776 | +$5M |
| HUBS - Hubspot | 2.96% | Add +7.5% | 986,355 | $289.13 | $285M | +68,833 | +$37M |
| DSGX - Descartes Sys Group | 2.87% | Reduce −7.0% | 3,960,768 | $69.65 | $276M | −299,587 | +$5M |
| Abcam | 2.82% | Add +3392.1% | 17,460,597 | $15.56 | $272M | +16,960,597 | +$264M |
| WST - West Pharmaceutical Svsc | 2.72% | Reduce −5.6% | 1,113,684 | $235.35 | $262M | −65,763 | −$28M |
| FOUR - Shift4 Pmts · CL A | 2.66% | Add +7.1% | 4,576,010 | $55.93 | $256M | +301,452 | +$65M |
| KWR - Quaker Houghton | 2.24% | Hold | 1,288,333 | $166.90 | $215M | — | — |
| DDOG - Datadog · CL A | 2.13% | Reduce −14.6% | 2,791,380 | $73.50 | $205M | −475,847 | −$85M |
| TDY - Teledyne Technologies | 2.06% | Add +30.2% | 496,111 | $399.91 | $198M | +115,206 | +$70M |
| TTC - TORO | 2.05% | Add +52.6% | 1,742,218 | $113.20 | $197M | +600,469 | +$98M |
| CWAN — · CL A | 1.89% | Hold | 9,675,988 | $18.75 | $181M | — | — |
| TOST - Toast · CL A | 1.86% | Reduce −32.7% | 9,900,873 | $18.03 | $179M | −4,804,441 | −$67M |
| SGRY - Surgery Partners | 1.70% | Add +174.3% | 5,853,995 | $27.86 | $163M | +3,719,766 | +$113M |
| ACHC — | 1.66% | Add +30.8% | 1,941,595 | $82.32 | $160M | +457,687 | +$44M |
| WRBY - Warby Parker · CL A | 1.64% | Reduce −21.2% | 11,672,306 | $13.49 | $157M | −3,136,187 | −$40M |
| BKNG - Booking | 1.53% | New | 73,046 | $2,015 | $147M | +73,046 | +$147M |
| ENOV - Enovis | 1.51% | Add +1.3% | 2,714,032 | $53.52 | $145M | +34,825 | +$22M |
| Agilon Health | 1.48% | Reduce −6.2% | 8,842,728 | $16.14 | $143M | −586,327 | −$78M |
| EYE - National Vision | 1.24% | Hold | 3,073,624 | $38.76 | $119M | — | — |
| ONON - ON AG | 1.24% | Reduce −16.8% | 6,926,768 | $17.16 | $119M | −1,396,678 | −$15M |
| HUM - Humana | 1.09% | New | 205,094 | $512.19 | $105M | +205,094 | +$105M |
| CHE - Chemed | 1.03% | New | 193,448 | $510.43 | $99M | +193,448 | +$99M |
| IR - Ingersoll Rand | 1.00% | Hold | 1,836,144 | $52.25 | $96M | — | — |
| IDXX - Idexx Labs | 0.88% | Add +0.2% | 208,030 | $407.96 | $85M | +316 | +$17M |
| BSY - Bentley Sys · CL B | 0.86% | Hold | 2,227,383 | $36.96 | $82M | — | — |
| EFX - Equifax | 0.67% | New | 331,615 | $194.36 | $64M | +331,615 | +$64M |
| CPNG - Coupang · CL A | 0.55% | Reduce −38.2% | 3,602,099 | $14.71 | $53M | −2,222,276 | −$44M |
| IWM - Ishares Tr | 0.50% | New | 276,718 | $174.36 | $48M | +276,718 | +$48M |
| XP - XP Inc · CL A | 0.48% | Reduce −34.8% | 3,007,035 | $15.34 | $46M | −1,605,830 | −$42M |
| CARG - Cargurus · CL A | 0.47% | New | 3,253,457 | $14.01 | $46M | +3,253,457 | +$46M |
| ALHC - Alignment Healthcare | 0.46% | Add +270.3% | 3,767,644 | $11.76 | $44M | +2,750,240 | +$32M |
| RH | 0.44% | Reduce −70.8% | 157,108 | $267.19 | $42M | −381,138 | −$90M |
| MTN - Vail Resorts | 0.41% | Reduce −27.7% | 167,106 | $238.35 | $40M | −64,050 | −$10M |
| IAC - IAC Inc | 0.40% | Reduce −18.0% | 874,113 | $44.40 | $39M | −192,164 | −$20M |
| GSHD - Goosehead Ins · CL A | 0.35% | Reduce −2.9% | 969,925 | $34.34 | $33M | −28,700 | −$2M |
| XMTR - Xometry · CLASS A | 0.20% | Reduce −33.4% | 607,780 | $32.23 | $20M | −304,229 | −$32M |
| ROL - Rollins | 0.17% | Hold | 436,238 | $36.54 | $16M | — | — |
| Confluent · CLASS A | 0.16% | Reduce −87.1% | 681,238 | $22.24 | $15M | −4,595,982 | −$110M |
| RDFN - Redfin | 0.15% | Reduce −48.6% | 3,449,175 | $4.24 | $15M | −3,258,570 | −$25M |
| Expensify · CL A | 0.15% | Reduce −37.3% | 1,599,905 | $8.83 | $14M | −949,926 | −$24M |
| UPWK - Upwork | 0.02% | Reduce −79.8% | 196,592 | $10.44 | $2M | −778,073 | −$11M |
Showing top 50 of 51 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TEAM - Atlassian · CL A | 6.51% | Exit | 0 | $210.59 | $592M | −2,812,701 | −$592M |
| Sweetgreen · CL A | 0.57% | Exit | 0 | $18.50 | $52M | −2,802,281 | −$52M |
| DASH - Doordash · CL A | 0.10% | Exit | 0 | $49.45 | $10M | −192,264 | −$10M |
| Black Knight | 0.10% | Exit | 0 | $64.73 | $9M | −146,604 | −$9M |
| SRAD - Sportradar Group AG · CLASS A | 0.06% | Exit | 0 | $8.80 | $5M | −610,875 | −$5M |
| SHOP - Shopify · CL A | 0.06% | Exit | 0 | $26.94 | $5M | −198,473 | −$5M |
| DOCS - Doximity · CL A | 0.03% | Exit | 0 | $30.22 | $2M | −78,515 | −$2M |
| BFAM — | 0.02% | Exit | 0 | $57.65 | $2M | −29,785 | −$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