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 | 7.18% | Hold | 1,684,142 | $480.80 | $810M | — | — |
| INTU - Intuit | 5.85% | Reduce −13.9% | 1,439,206 | $458.19 | $659M | −233,172 | −$86M |
| DUOL - Duolingo · CL A | 5.27% | Hold | 4,156,738 | $142.94 | $594M | — | — |
| FSV - Firstservice | 4.56% | Reduce −14.7% | 3,337,497 | $154.09 | $514M | −576,443 | −$38M |
| HUBS - Hubspot | 4.54% | Reduce −2.5% | 962,990 | $532.09 | $512M | −24,912 | +$89M |
| WST - West Pharmaceutical Svsc | 4.34% | Add +3.0% | 1,278,575 | $382.47 | $489M | +36,757 | +$59M |
| JBHT - Hunt J B Trans Svcs | 4.27% | Add +27.3% | 2,662,285 | $181.03 | $482M | +570,831 | +$115M |
| RBC - Rbc Bearings | 4.25% | Add +10.2% | 2,202,740 | $217.47 | $479M | +203,740 | +$14M |
| MOH - Molina Healthcare | 3.79% | Add +4.5% | 1,419,901 | $301.24 | $428M | +61,709 | +$64M |
| BKNG - Booking | 3.57% | Add +9.4% | 148,953 | $2,700 | $402M | +12,822 | +$41M |
| Abcam | 3.12% | Reduce −17.7% | 14,372,447 | $24.47 | $352M | −3,088,150 | +$117M |
| MSCI - MSCI Inc | 2.82% | Reduce −44.9% | 678,556 | $469.29 | $318M | −551,839 | −$370M |
| WCN - Waste Connections | 2.80% | Hold | 2,205,428 | $142.93 | $315M | — | — |
| TEAM - Atlassian · CL A | 2.65% | Reduce −17.6% | 1,779,302 | $167.81 | $299M | −380,776 | −$71M |
| DSGX - Descartes Sys Group | 2.51% | Reduce −7.6% | 3,530,806 | $80.11 | $283M | −289,383 | −$25M |
| TOST - Toast · CL A | 2.39% | Add +0.7% | 11,926,931 | $22.57 | $269M | +85,321 | +$59M |
| YOU - Clear Secure · CL A | 2.35% | Reduce −0.2% | 11,449,946 | $23.17 | $265M | −26,642 | −$35M |
| FOUR - Shift4 Pmts · CL A | 2.22% | Reduce −13.9% | 3,692,594 | $67.91 | $251M | −598,378 | −$74M |
| BFAM — | 2.22% | Add +49.4% | 2,702,273 | $92.45 | $250M | +893,998 | +$111M |
| CHE - Chemed | 2.20% | Add +71.2% | 457,500 | $541.67 | $248M | +190,309 | +$104M |
| SGRY - Surgery Partners | 2.14% | Reduce −1.4% | 5,373,188 | $44.99 | $242M | −76,281 | +$54M |
| TDY - Teledyne Technologies | 2.08% | Reduce −4.9% | 571,443 | $411.11 | $235M | −29,744 | −$34M |
| TTC - TORO | 1.94% | Add +5.3% | 2,148,598 | $101.65 | $218M | +108,275 | −$8M |
| KWR - Quaker Houghton | 1.57% | Reduce −27.1% | 906,313 | $194.90 | $177M | −337,261 | −$70M |
| RH | 1.44% | Add +187.3% | 491,640 | $329.59 | $162M | +320,538 | +$120M |
| XP - XP Inc · CL A | 1.40% | Add +87.9% | 6,752,767 | $23.46 | $158M | +3,159,029 | +$116M |
| DDOG - Datadog · CL A | 1.29% | Add +80.5% | 1,474,474 | $98.38 | $145M | +657,430 | +$86M |
| CPRT - Copart | 1.14% | Add +81.3% | 1,410,978 | $91.21 | $129M | +632,846 | +$70M |
| IR - Ingersoll Rand | 1.12% | Hold | 1,933,832 | $65.36 | $126M | — | — |
| SSNC - SS&C Technologies | 1.08% | New | 2,007,255 | $60.60 | $122M | +2,007,255 | +$122M |
| CWAN — · CL A | 1.08% | Reduce −13.2% | 7,664,601 | $15.87 | $122M | −1,162,022 | −$19M |
| PRVA - Privia Health Group | 1.05% | New | 4,545,455 | $26.11 | $119M | +4,545,455 | +$119M |
| WRBY - Warby Parker · CL A | 1.05% | Reduce −8.5% | 10,093,098 | $11.69 | $118M | −942,811 | +$1M |
| ACHC — | 0.98% | Reduce −26.0% | 1,388,667 | $79.64 | $111M | −487,441 | −$25M |
| Agilon Health | 0.93% | Add +9.7% | 6,035,629 | $17.34 | $105M | +532,490 | −$26M |
| ENOV - Enovis | 0.87% | Reduce −43.9% | 1,523,064 | $64.12 | $98M | −1,190,968 | −$48M |
| CIGI - Colliers Intl Group | 0.81% | Add +73.4% | 929,736 | $98.19 | $91M | +393,686 | +$35M |
| EFX - Equifax | 0.65% | Add +21.1% | 309,848 | $235.30 | $73M | +54,070 | +$21M |
| BSY - Bentley Sys · CL B | 0.64% | Reduce −15.4% | 1,324,508 | $54.23 | $72M | −241,854 | +$4M |
| HUM - Humana | 0.62% | Add +12.8% | 155,393 | $447.13 | $69M | +17,597 | +$3M |
| ONON - ON AG | 0.57% | Reduce −33.8% | 1,958,198 | $33.00 | $65M | −1,001,162 | −$27M |
| IAC - IAC Inc | 0.55% | Add +48.0% | 992,493 | $62.80 | $62M | +321,815 | +$28M |
| IT - Gartner | 0.52% | New | 167,857 | $350.31 | $59M | +167,857 | +$59M |
| GSHD - Goosehead Ins · CL A | 0.50% | Reduce −7.0% | 902,410 | $62.89 | $57M | −67,515 | +$6M |
| IWM - Ishares Tr | 0.46% | Hold | 276,718 | $187.27 | $52M | — | — |
| ODFL - Old Dominion Freight | 0.26% | New | 79,469 | $369.75 | $29M | +79,469 | +$29M |
| ENTG - Entegris | 0.15% | New | 147,657 | $110.82 | $16M | +147,657 | +$16M |
| ROL - Rollins | 0.08% | Reduce −52.0% | 209,446 | $42.83 | $9M | −226,792 | −$7M |
| LFST - Lifestance Health Group | 0.08% | New | 943,115 | $9.13 | $9M | +943,115 | +$9M |
| CAVA - CAVA Group | 0.07% | New | 200,000 | $40.95 | $8M | +200,000 | +$8M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Catalent | 0.91% | Exit | 0 | $65.71 | $97M | −1,477,116 | −$97M |
| ALHC - Alignment Healthcare | 0.32% | Exit | 0 | $6.36 | $34M | −5,412,156 | −$34M |
| CARG - Cargurus · CL A | 0.27% | Exit | 0 | $18.68 | $29M | −1,542,553 | −$29M |
| CPNG - Coupang · CL A | 0.13% | Exit | 0 | $16.00 | $14M | −872,438 | −$14M |
| Expensify · CL A | 0.04% | Exit | 0 | $8.15 | $4M | −547,526 | −$4M |
| UPWK - Upwork | 0.02% | Exit | 0 | $11.32 | $2M | −196,592 | −$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