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 | 7.18% | Reduce −0.7% | 1,426,264 | $650.00 | $927M | −10,107 | +$29M |
| DUOL - Duolingo · CL A | 5.31% | Reduce −2.8% | 3,105,148 | $220.58 | $685M | −90,254 | −$40M |
| HUBS - Hubspot | 5.30% | Reduce −3.0% | 1,091,362 | $626.56 | $684M | −33,751 | +$31M |
| ROP - Roper Technologies | 5.19% | Reduce −4.8% | 1,194,835 | $560.84 | $670M | −60,846 | −$14M |
| JBHT - Hunt J B Trans Svcs | 4.97% | Reduce −3.0% | 3,222,501 | $199.25 | $642M | −100,412 | −$22M |
| RBC - Rbc Bearings | 4.91% | Reduce −5.9% | 2,346,200 | $270.35 | $634M | −147,413 | −$76M |
| BFAM — | 4.39% | Reduce −6.0% | 4,995,579 | $113.36 | $566M | −317,028 | +$66M |
| FSV - Firstservice | 3.90% | Add +6.3% | 3,036,434 | $165.80 | $503M | +180,639 | +$41M |
| BKNG - Booking | 3.53% | Reduce −7.3% | 125,729 | $3,628 | $456M | −9,855 | −$25M |
| WST - West Pharmaceutical Svsc | 3.16% | Reduce −9.5% | 1,031,053 | $395.71 | $408M | −107,677 | +$7M |
| TEAM - Atlassian · CL A | 3.15% | Reduce −7.0% | 2,083,614 | $195.11 | $407M | −155,748 | −$126M |
| TOST - Toast · CL A | 3.08% | Add +17.4% | 15,943,931 | $24.92 | $397M | +2,361,000 | +$149M |
| CHE - Chemed | 2.84% | Add +12.8% | 570,219 | $641.93 | $366M | +64,792 | +$70M |
| MOH - Molina Healthcare | 2.76% | Reduce −26.9% | 868,500 | $410.83 | $357M | −319,643 | −$72M |
| DSGX - Descartes Sys Group | 2.58% | Reduce −5.7% | 3,634,837 | $91.53 | $333M | −219,038 | +$9M |
| FOUR - Shift4 Pmts · CL A | 2.44% | Hold | 4,768,807 | $66.07 | $315M | — | — |
| MSCI - MSCI Inc | 2.43% | Reduce −4.2% | 559,077 | $560.45 | $313M | −24,361 | −$17M |
| SSNC - SS&C Technologies | 2.36% | Add +32.6% | 4,741,483 | $64.37 | $305M | +1,165,688 | +$87M |
| CPRT - Copart | 1.96% | Add +55.0% | 4,375,101 | $57.92 | $253M | +1,553,145 | +$115M |
| CIGI - Colliers Intl Group | 1.91% | Add +53.4% | 2,019,290 | $122.23 | $247M | +703,362 | +$80M |
| RH | 1.75% | Add +7.3% | 647,296 | $348.26 | $225M | +44,160 | +$50M |
| VEEV - Veeva Sys · CL A | 1.69% | Add +0.5% | 941,262 | $231.69 | $218M | +4,612 | +$38M |
| AVTR - Avantor | 1.68% | New | 8,499,352 | $25.57 | $217M | +8,499,352 | +$217M |
| BIRK - Birkenstock | 1.48% | Reduce −13.0% | 4,051,201 | $47.25 | $191M | −607,454 | −$36M |
| PRVA - Privia Health Group | 1.38% | Hold | 9,090,909 | $19.59 | $178M | — | — |
| CPNG - Coupang · CL A | 1.28% | New | 9,264,645 | $17.79 | $165M | +9,264,645 | +$165M |
| ROL - Rollins | 1.23% | Add +10.1% | 3,439,434 | $46.27 | $159M | +315,145 | +$23M |
| PTC - PTC Inc | 1.15% | Add +10.4% | 782,773 | $188.94 | $148M | +73,454 | +$24M |
| IR - Ingersoll Rand | 1.11% | Reduce −22.0% | 1,507,562 | $94.95 | $143M | −426,270 | −$6M |
| SGRY - Surgery Partners | 1.11% | Reduce −12.6% | 4,784,463 | $29.83 | $143M | −692,840 | −$32M |
| GGG - Graco | 1.06% | Add +10.6% | 1,468,593 | $93.46 | $137M | +140,294 | +$22M |
| WCN - Waste Connections | 1.05% | Reduce −26.0% | 790,242 | $172.01 | $136M | −277,117 | −$23M |
| Paylocity | 0.96% | New | 717,243 | $171.86 | $123M | +717,243 | +$123M |
| DDOG - Datadog · CL A | 0.95% | Add +83.7% | 997,079 | $123.60 | $123M | +454,420 | +$57M |
| DOCS - Doximity · CL A | 0.93% | Add +124.2% | 4,454,478 | $26.91 | $120M | +2,467,875 | +$64M |
| ACHC — | 0.86% | Reduce −19.4% | 1,396,367 | $79.22 | $111M | −336,936 | −$24M |
| ENTG - Entegris | 0.79% | Add +85.7% | 728,893 | $140.54 | $102M | +336,338 | +$55M |
| TDY - Teledyne Technologies | 0.73% | Reduce −61.7% | 219,630 | $429.32 | $94M | −353,725 | −$162M |
| SHOP - Shopify · CL A | 0.66% | Add +76.2% | 1,101,256 | $77.17 | $85M | +476,113 | +$36M |
| SAIA — | 0.62% | Reduce −7.9% | 137,681 | $585.00 | $81M | −11,846 | +$15M |
| YOU - Clear Secure · CL A | 0.57% | Reduce −47.1% | 3,443,634 | $21.27 | $73M | −3,070,316 | −$61M |
| IT - Gartner | 0.55% | Reduce −51.3% | 148,882 | $476.67 | $71M | −157,063 | −$67M |
| TTC - TORO | 0.55% | Reduce −36.9% | 768,420 | $91.63 | $70M | −449,742 | −$47M |
| LFST - Lifestance Health Group | 0.50% | Add +36.3% | 10,354,962 | $6.17 | $64M | +2,757,443 | +$4M |
| WRBY - Warby Parker · CL A | 0.44% | Reduce −35.2% | 4,153,374 | $13.61 | $57M | −2,258,841 | −$34M |
| AUR - Aurora Innovation · CLASS A | 0.44% | Hold | 19,970,914 | $2.82 | $56M | — | — |
| DASH - Doordash · CL A | 0.31% | Reduce −10.1% | 290,644 | $137.72 | $40M | −32,790 | +$8M |
| ODFL - Old Dominion Freight | 0.26% | Add +40.5% | 150,312 | $219.31 | $33M | +43,309 | −$10M |
| IAC - IAC Inc | 0.25% | Reduce −52.4% | 601,567 | $53.34 | $32M | −662,516 | −$34M |
| IWM - Ishares Tr | 0.11% | Reduce −90.9% | 66,096 | $210.30 | $14M | −659,756 | −$132M |
| GSHD - Goosehead Ins · CL A | 0.10% | Reduce −32.5% | 199,058 | $66.62 | $13M | −95,855 | −$9M |
| SPY - Spdr S&P 500 ETF Tr | 0.06% | Reduce −91.3% | 14,306 | $523.07 | $7M | −150,746 | −$71M |
| Agilon Health | 0.05% | Reduce −53.3% | 976,133 | $6.10 | $6M | −1,113,127 | −$20M |
Showing top 50 of 53 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GWRE - Guidewire Software | 0.54% | Exit | 0 | $109.04 | $69M | −630,256 | −$69M |
| CWAN — · CL A | 0.13% | Exit | 0 | $20.03 | $16M | −796,686 | −$16M |
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