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 | 7.09% | Add +1.6% | 1,436,371 | $625.03 | $898M | +22,455 | +$175M |
| DUOL - Duolingo · CL A | 5.72% | Reduce −16.9% | 3,195,402 | $226.85 | $725M | −648,895 | +$87M |
| RBC - Rbc Bearings | 5.61% | Add +8.5% | 2,493,613 | $284.89 | $710M | +195,634 | +$172M |
| ROP - Roper Technologies | 5.40% | Reduce −25.4% | 1,255,681 | $545.17 | $685M | −428,461 | −$131M |
| JBHT - Hunt J B Trans Svcs | 5.24% | Add +20.3% | 3,322,913 | $199.74 | $664M | +560,627 | +$143M |
| HUBS - Hubspot | 5.16% | Add +7.7% | 1,125,113 | $580.54 | $653M | +80,081 | +$138M |
| TEAM - Atlassian · CL A | 4.20% | Add +30.6% | 2,239,362 | $237.86 | $533M | +524,133 | +$187M |
| BFAM — | 3.95% | Add +19.7% | 5,312,607 | $94.24 | $501M | +873,091 | +$139M |
| BKNG - Booking | 3.80% | Reduce −6.6% | 135,584 | $3,547 | $481M | −9,530 | +$33M |
| FSV - Firstservice | 3.65% | Reduce −5.1% | 2,855,795 | $162.09 | $463M | −153,073 | +$25M |
| MOH - Molina Healthcare | 3.39% | Reduce −24.1% | 1,188,143 | $361.31 | $429M | −377,896 | −$84M |
| WST - West Pharmaceutical Svsc | 3.17% | Reduce −5.3% | 1,138,730 | $352.12 | $401M | −63,339 | −$50M |
| FOUR - Shift4 Pmts · CL A | 2.80% | Add +14.4% | 4,768,807 | $74.34 | $355M | +601,419 | +$124M |
| MSCI - MSCI Inc | 2.61% | Hold | 583,438 | $565.65 | $330M | — | — |
| DSGX - Descartes Sys Group | 2.56% | Add +9.2% | 3,853,875 | $84.06 | $324M | +323,069 | +$65M |
| CHE - Chemed | 2.33% | Add +4.6% | 505,427 | $584.75 | $296M | +22,359 | +$44M |
| TDY - Teledyne Technologies | 2.02% | Add +0.3% | 573,355 | $446.29 | $256M | +1,912 | +$22M |
| TOST - Toast · CL A | 1.96% | Add +6.5% | 13,582,931 | $18.26 | $248M | +824,361 | +$9M |
| BIRK - Birkenstock | 1.79% | New | 4,658,655 | $48.73 | $227M | +4,658,655 | +$227M |
| SSNC - SS&C Technologies | 1.72% | Add +60.9% | 3,575,795 | $61.11 | $219M | +1,353,204 | +$102M |
| PRVA - Privia Health Group | 1.65% | Hold | 9,090,909 | $23.03 | $209M | — | — |
| VEEV - Veeva Sys · CL A | 1.42% | Add +5.3% | 936,650 | $192.52 | $180M | +46,952 | −$685K |
| RH | 1.39% | Add +14.8% | 603,136 | $291.48 | $176M | +77,972 | +$37M |
| SGRY - Surgery Partners | 1.38% | Add +1.9% | 5,477,303 | $31.99 | $175M | +104,115 | +$18M |
| CIGI - Colliers Intl Group | 1.31% | Add +26.4% | 1,315,928 | $126.52 | $166M | +275,252 | +$67M |
| WCN - Waste Connections | 1.26% | Reduce −51.6% | 1,067,359 | $149.27 | $159M | −1,138,069 | −$137M |
| IR - Ingersoll Rand | 1.18% | Hold | 1,933,832 | $77.34 | $150M | — | — |
| IWM - Ishares Tr | 1.15% | Add +162.3% | 725,852 | $200.71 | $146M | +449,134 | +$97M |
| CPRT - Copart | 1.09% | Hold | 2,821,956 | $49.00 | $138M | — | — |
| IT - Gartner | 1.09% | Reduce −22.9% | 305,945 | $451.11 | $138M | −90,923 | +$2M |
| ROL - Rollins | 1.08% | Add +1.9% | 3,124,289 | $43.67 | $136M | +57,701 | +$22M |
| ACHC — | 1.06% | Add +14.7% | 1,733,303 | $77.76 | $135M | +222,236 | +$29M |
| YOU - Clear Secure · CL A | 1.06% | Reduce −21.9% | 6,513,950 | $20.65 | $135M | −1,823,127 | −$24M |
| PTC - PTC Inc | 0.98% | New | 709,319 | $174.96 | $124M | +709,319 | +$124M |
| TTC - TORO | 0.92% | Reduce −39.2% | 1,218,162 | $95.99 | $117M | −786,625 | −$50M |
| GGG - Graco | 0.91% | New | 1,328,299 | $86.76 | $115M | +1,328,299 | +$115M |
| WRBY - Warby Parker · CL A | 0.71% | Reduce −33.5% | 6,412,215 | $14.10 | $90M | −3,229,718 | −$36M |
| AUR - Aurora Innovation · CLASS A | 0.69% | Add +247.4% | 19,970,914 | $4.37 | $87M | +14,221,947 | +$74M |
| SPY - Spdr S&P 500 ETF Tr | 0.62% | New | 165,052 | $475.31 | $78M | +165,052 | +$78M |
| GWRE - Guidewire Software | 0.54% | New | 630,256 | $109.04 | $69M | +630,256 | +$69M |
| IAC - IAC Inc | 0.52% | Add +42.4% | 1,264,083 | $52.38 | $66M | +376,645 | +$21M |
| DDOG - Datadog · CL A | 0.52% | Reduce −20.7% | 542,659 | $121.38 | $66M | −141,982 | +$4M |
| SAIA — | 0.52% | Add +99.1% | 149,527 | $438.22 | $66M | +74,436 | +$36M |
| LFST - Lifestance Health Group | 0.47% | Add +426.1% | 7,597,519 | $7.83 | $59M | +6,153,312 | +$50M |
| DOCS - Doximity · CL A | 0.44% | New | 1,986,603 | $28.04 | $56M | +1,986,603 | +$56M |
| SHOP - Shopify · CL A | 0.38% | New | 625,143 | $77.90 | $49M | +625,143 | +$49M |
| ENTG - Entegris | 0.37% | Add +165.9% | 392,555 | $119.82 | $47M | +244,898 | +$33M |
| ODFL - Old Dominion Freight | 0.34% | Add +34.6% | 107,003 | $405.33 | $43M | +27,534 | +$11M |
| DASH - Doordash · CL A | 0.25% | New | 323,434 | $98.89 | $32M | +323,434 | +$32M |
| Agilon Health | 0.21% | Reduce −64.1% | 2,089,260 | $12.55 | $26M | −3,724,248 | −$77M |
| GSHD - Goosehead Ins · CL A | 0.18% | Reduce −61.6% | 294,913 | $75.80 | $22M | −472,347 | −$35M |
| CWAN — · CL A | 0.13% | Reduce −87.5% | 796,686 | $20.03 | $16M | −5,555,463 | −$107M |
Showing top 50 of 52 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| XP - XP Inc · CL A | 1.07% | Exit | 0 | $23.05 | $117M | −5,075,082 | −$117M |
| HUM - Humana | 0.69% | Exit | 0 | $486.52 | $76M | −155,393 | −$76M |
| ENOV - Enovis | 0.40% | Exit | 0 | $52.73 | $43M | −822,883 | −$43M |
| KWR - Quaker Houghton | 0.34% | Exit | 0 | $160.00 | $38M | −234,807 | −$38M |
| Paylocity | 0.25% | Exit | 0 | $181.70 | $28M | −152,342 | −$28M |
| BSY - Bentley Sys · CL B | 0.21% | Exit | 0 | $50.16 | $23M | −451,504 | −$23M |
| Farfetch · CL A | 0.04% | Exit | 0 | $2.09 | $5M | −2,323,620 | −$5M |
| CAVA - CAVA Group | 0.03% | Exit | 0 | $30.63 | $4M | −117,442 | −$4M |
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