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 | 7.00% | Reduce −4.5% | 1,672,378 | $445.83 | $746M | −78,971 | +$64M |
| ROP - Roper Technologies | 6.97% | Hold | 1,684,142 | $440.69 | $742M | — | — |
| MSCI - MSCI Inc | 6.47% | Reduce −10.3% | 1,230,395 | $559.69 | $689M | −141,485 | +$50M |
| DUOL - Duolingo · CL A | 5.57% | Hold | 4,156,738 | $142.59 | $593M | — | — |
| FSV - Firstservice | 5.18% | Reduce −2.0% | 3,913,940 | $140.99 | $552M | −79,802 | +$62M |
| RBC - Rbc Bearings | 4.37% | Add +7.7% | 1,999,000 | $232.73 | $465M | +143,003 | +$77M |
| WST - West Pharmaceutical Svsc | 4.04% | Add +11.5% | 1,241,818 | $346.47 | $430M | +128,134 | +$168M |
| HUBS - Hubspot | 3.98% | Add +0.2% | 987,902 | $428.75 | $424M | +1,547 | +$138M |
| TEAM - Atlassian · CL A | 3.47% | Reduce −20.2% | 2,160,078 | $171.17 | $370M | −545,576 | +$22M |
| JBHT - Hunt J B Trans Svcs | 3.45% | Add +4.4% | 2,091,454 | $175.46 | $367M | +88,611 | +$18M |
| MOH - Molina Healthcare | 3.41% | Add +9.5% | 1,358,192 | $267.49 | $363M | +118,147 | −$46M |
| BKNG - Booking | 3.39% | Add +86.4% | 136,131 | $2,652 | $361M | +63,085 | +$214M |
| FOUR - Shift4 Pmts · CL A | 3.05% | Reduce −6.2% | 4,290,972 | $75.80 | $325M | −285,038 | +$69M |
| DSGX - Descartes Sys Group | 2.89% | Reduce −3.5% | 3,820,189 | $80.61 | $308M | −140,579 | +$32M |
| WCN - Waste Connections | 2.88% | Hold | 2,205,428 | $139.07 | $307M | — | — |
| YOU - Clear Secure · CL A | 2.82% | Hold | 11,476,588 | $26.17 | $300M | — | — |
| TDY - Teledyne Technologies | 2.53% | Add +21.2% | 601,187 | $447.36 | $269M | +105,076 | +$71M |
| KWR - Quaker Houghton | 2.31% | Reduce −3.5% | 1,243,574 | $197.95 | $246M | −44,759 | +$31M |
| Abcam | 2.21% | Hold | 17,460,597 | $13.46 | $235M | — | — |
| TTC - TORO | 2.13% | Add +17.1% | 2,040,323 | $111.16 | $227M | +298,105 | +$30M |
| TOST - Toast · CL A | 1.97% | Add +19.6% | 11,841,610 | $17.75 | $210M | +1,940,737 | +$32M |
| SGRY - Surgery Partners | 1.76% | Reduce −6.9% | 5,449,469 | $34.47 | $188M | −404,526 | +$25M |
| ENOV - Enovis | 1.36% | Hold | 2,714,032 | $53.49 | $145M | — | — |
| CHE - Chemed | 1.35% | Add +38.1% | 267,191 | $537.75 | $144M | +73,743 | +$45M |
| CWAN — · CL A | 1.32% | Reduce −8.8% | 8,826,623 | $15.96 | $141M | −849,365 | −$41M |
| BFAM — | 1.31% | New | 1,808,275 | $76.99 | $139M | +1,808,275 | +$139M |
| ACHC — | 1.27% | Reduce −3.4% | 1,876,108 | $72.25 | $136M | −65,487 | −$24M |
| Agilon Health | 1.23% | Reduce −37.8% | 5,503,139 | $23.75 | $131M | −3,339,589 | −$12M |
| WRBY - Warby Parker · CL A | 1.10% | Reduce −5.5% | 11,035,909 | $10.59 | $117M | −636,397 | −$41M |
| IR - Ingersoll Rand | 1.06% | Add +5.3% | 1,933,832 | $58.18 | $113M | +97,688 | +$17M |
| Catalent | 0.91% | New | 1,477,116 | $65.71 | $97M | +1,477,116 | +$97M |
| ONON - ON AG | 0.86% | Reduce −57.3% | 2,959,360 | $31.03 | $92M | −3,967,408 | −$27M |
| BSY - Bentley Sys · CL B | 0.63% | Reduce −29.7% | 1,566,362 | $42.99 | $67M | −661,021 | −$15M |
| HUM - Humana | 0.63% | Reduce −32.8% | 137,796 | $485.46 | $67M | −67,298 | −$38M |
| DDOG - Datadog · CL A | 0.56% | Reduce −70.7% | 817,044 | $72.66 | $59M | −1,974,336 | −$146M |
| CPRT - Copart | 0.55% | New | 778,132 | $75.21 | $59M | +778,132 | +$59M |
| CIGI - Colliers Intl Group | 0.53% | New | 536,050 | $105.55 | $57M | +536,050 | +$57M |
| EFX - Equifax | 0.49% | Reduce −22.9% | 255,778 | $202.84 | $52M | −75,837 | −$13M |
| GSHD - Goosehead Ins · CL A | 0.48% | Hold | 969,925 | $52.20 | $51M | — | — |
| IWM - Ishares Tr | 0.46% | Hold | 276,718 | $178.40 | $49M | — | — |
| XP - XP Inc · CL A | 0.40% | Add +19.5% | 3,593,738 | $11.87 | $43M | +586,703 | −$3M |
| RH | 0.39% | Add +8.9% | 171,102 | $243.55 | $42M | +13,994 | −$306K |
| IAC - IAC Inc | 0.32% | Reduce −23.3% | 670,678 | $51.60 | $35M | −203,435 | −$4M |
| ALHC - Alignment Healthcare | 0.32% | Add +43.6% | 5,412,156 | $6.36 | $34M | +1,644,512 | −$10M |
| CARG - Cargurus · CL A | 0.27% | Reduce −52.6% | 1,542,553 | $18.68 | $29M | −1,710,904 | −$17M |
| ROL - Rollins | 0.15% | Hold | 436,238 | $37.53 | $16M | — | — |
| CPNG - Coupang · CL A | 0.13% | Reduce −75.8% | 872,438 | $16.00 | $14M | −2,729,661 | −$39M |
| Expensify · CL A | 0.04% | Reduce −65.8% | 547,526 | $8.15 | $4M | −1,052,379 | −$10M |
| UPWK - Upwork | 0.02% | Hold | 196,592 | $11.32 | $2M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| EYE - National Vision | 1.24% | Exit | 0 | $38.76 | $119M | −3,073,624 | −$119M |
| IDXX - Idexx Labs | 0.88% | Exit | 0 | $407.96 | $85M | −208,030 | −$85M |
| MTN - Vail Resorts | 0.41% | Exit | 0 | $238.35 | $40M | −167,106 | −$40M |
| XMTR - Xometry · CLASS A | 0.20% | Exit | 0 | $32.23 | $20M | −607,780 | −$20M |
| Confluent · CLASS A | 0.16% | Exit | 0 | $22.24 | $15M | −681,238 | −$15M |
| RDFN - Redfin | 0.15% | Exit | 0 | $4.24 | $15M | −3,449,175 | −$15M |
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