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 | 7.45% | Hold | 1,684,142 | $484.28 | $816M | — | — |
| INTU - Intuit | 6.60% | Reduce −1.8% | 1,413,916 | $510.94 | $722M | −25,290 | +$63M |
| DUOL - Duolingo · CL A | 5.83% | Reduce −7.5% | 3,844,297 | $165.87 | $638M | −312,441 | +$43M |
| RBC - Rbc Bearings | 4.92% | Add +4.3% | 2,297,979 | $234.13 | $538M | +95,239 | +$59M |
| JBHT - Hunt J B Trans Svcs | 4.76% | Add +3.8% | 2,762,286 | $188.52 | $521M | +100,001 | +$39M |
| HUBS - Hubspot | 4.70% | Add +8.5% | 1,045,032 | $492.50 | $515M | +82,042 | +$2M |
| MOH - Molina Healthcare | 4.69% | Add +10.3% | 1,566,039 | $327.89 | $513M | +146,138 | +$86M |
| WST - West Pharmaceutical Svsc | 4.12% | Reduce −6.0% | 1,202,069 | $375.21 | $451M | −76,506 | −$38M |
| BKNG - Booking | 4.09% | Reduce −2.6% | 145,114 | $3,084 | $448M | −3,839 | +$45M |
| FSV - Firstservice | 4.00% | Reduce −9.8% | 3,008,868 | $145.54 | $438M | −328,629 | −$76M |
| BFAM — | 3.30% | Add +64.3% | 4,439,516 | $81.46 | $362M | +1,737,243 | +$112M |
| TEAM - Atlassian · CL A | 3.16% | Reduce −3.6% | 1,715,229 | $201.51 | $346M | −64,073 | +$47M |
| MSCI - MSCI Inc | 2.74% | Reduce −14.0% | 583,438 | $513.08 | $299M | −95,118 | −$19M |
| WCN - Waste Connections | 2.71% | Hold | 2,205,428 | $134.30 | $296M | — | — |
| DSGX - Descartes Sys Group | 2.37% | Hold | 3,530,806 | $73.38 | $259M | — | — |
| CHE - Chemed | 2.29% | Add +5.6% | 483,068 | $519.70 | $251M | +25,568 | +$3M |
| TOST - Toast · CL A | 2.18% | Add +7.0% | 12,758,570 | $18.73 | $239M | +831,639 | −$30M |
| TDY - Teledyne Technologies | 2.13% | Hold | 571,443 | $408.58 | $233M | — | — |
| FOUR - Shift4 Pmts · CL A | 2.11% | Add +12.9% | 4,167,388 | $55.37 | $231M | +474,794 | −$20M |
| PRVA - Privia Health Group | 1.91% | Add +100.0% | 9,090,909 | $23.00 | $209M | +4,545,454 | +$90M |
| VEEV - Veeva Sys · CL A | 1.65% | New | 889,698 | $203.45 | $181M | +889,698 | +$181M |
| TTC - TORO | 1.52% | Reduce −6.7% | 2,004,787 | $83.10 | $167M | −143,811 | −$52M |
| YOU - Clear Secure · CL A | 1.45% | Reduce −27.2% | 8,337,077 | $19.04 | $159M | −3,112,869 | −$107M |
| SGRY - Surgery Partners | 1.44% | Hold | 5,373,188 | $29.25 | $157M | — | — |
| RH | 1.27% | Add +6.8% | 525,164 | $264.36 | $139M | +33,524 | −$23M |
| IT - Gartner | 1.25% | Add +136.4% | 396,868 | $343.61 | $136M | +229,011 | +$78M |
| WRBY - Warby Parker · CL A | 1.16% | Reduce −4.5% | 9,641,933 | $13.16 | $127M | −451,165 | +$9M |
| IR - Ingersoll Rand | 1.13% | Hold | 1,933,832 | $63.72 | $123M | — | — |
| CWAN — · CL A | 1.12% | Reduce −17.1% | 6,352,149 | $19.34 | $123M | −1,312,452 | +$1M |
| CPRT - Copart | 1.11% | Add +100.0% | 2,821,956 | $43.09 | $122M | +1,410,978 | −$7M |
| XP - XP Inc · CL A | 1.07% | Reduce −24.8% | 5,075,082 | $23.05 | $117M | −1,677,685 | −$41M |
| SSNC - SS&C Technologies | 1.07% | Add +10.7% | 2,222,591 | $52.54 | $117M | +215,336 | −$5M |
| ROL - Rollins | 1.05% | Add +1364.1% | 3,066,588 | $37.33 | $114M | +2,857,142 | +$106M |
| ACHC — | 0.97% | Add +8.8% | 1,511,067 | $70.31 | $106M | +122,400 | −$4M |
| Agilon Health | 0.94% | Reduce −3.7% | 5,813,508 | $17.76 | $103M | −222,121 | −$1M |
| CIGI - Colliers Intl Group | 0.91% | Add +11.9% | 1,040,676 | $95.25 | $99M | +110,940 | +$8M |
| HUM - Humana | 0.69% | Hold | 155,393 | $486.52 | $76M | — | — |
| DDOG - Datadog · CL A | 0.57% | Reduce −53.6% | 684,641 | $91.09 | $62M | −789,833 | −$83M |
| GSHD - Goosehead Ins · CL A | 0.52% | Reduce −15.0% | 767,260 | $74.53 | $57M | −135,150 | +$431K |
| IWM - Ishares Tr | 0.45% | Hold | 276,718 | $176.74 | $49M | — | — |
| IAC - IAC Inc | 0.41% | Reduce −10.6% | 887,438 | $50.39 | $45M | −105,055 | −$18M |
| ENOV - Enovis | 0.40% | Reduce −46.0% | 822,883 | $52.73 | $43M | −700,181 | −$54M |
| KWR - Quaker Houghton | 0.34% | Reduce −74.1% | 234,807 | $160.00 | $38M | −671,506 | −$139M |
| ODFL - Old Dominion Freight | 0.30% | Hold | 79,469 | $409.14 | $33M | — | — |
| SAIA — | 0.27% | New | 75,091 | $398.65 | $30M | +75,091 | +$30M |
| Paylocity | 0.25% | New | 152,342 | $181.70 | $28M | +152,342 | +$28M |
| BSY - Bentley Sys · CL B | 0.21% | Reduce −65.9% | 451,504 | $50.16 | $23M | −873,004 | −$49M |
| ENTG - Entegris | 0.13% | Hold | 147,657 | $93.91 | $14M | — | — |
| AUR - Aurora Innovation · CLASS A | 0.12% | New | 5,748,967 | $2.35 | $14M | +5,748,967 | +$14M |
| LFST - Lifestance Health Group | 0.09% | Add +53.1% | 1,444,207 | $6.87 | $10M | +501,092 | +$1M |
| Farfetch · CL A | 0.04% | New | 2,323,620 | $2.09 | $5M | +2,323,620 | +$5M |
| CAVA - CAVA Group | 0.03% | Reduce −41.3% | 117,442 | $30.63 | $4M | −82,558 | −$5M |
Showing top 50 of 52 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Abcam | 3.12% | Exit | 0 | $24.47 | $352M | −14,372,447 | −$352M |
| EFX - Equifax | 0.65% | Exit | 0 | $235.30 | $73M | −309,848 | −$73M |
| ONON - ON AG | 0.57% | Exit | 0 | $33.00 | $65M | −1,958,198 | −$65M |
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