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 | 7.64% | Reduce −0.7% | 1,416,101 | $657.21 | $931M | −10,163 | +$4M |
| ROP - Roper Technologies | 5.87% | Add +6.2% | 1,268,797 | $563.66 | $715M | +73,962 | +$45M |
| RBC - Rbc Bearings | 5.30% | Add +2.0% | 2,392,576 | $269.78 | $645M | +46,376 | +$11M |
| DUOL - Duolingo · CL A | 5.04% | Reduce −5.2% | 2,943,622 | $208.67 | $614M | −161,526 | −$71M |
| BFAM — | 4.92% | Add +9.1% | 5,450,019 | $110.08 | $600M | +454,440 | +$34M |
| FSV - Firstservice | 4.42% | Add +16.4% | 3,534,869 | $152.37 | $539M | +498,435 | +$35M |
| BKNG - Booking | 4.24% | Add +3.8% | 130,497 | $3,962 | $517M | +4,768 | +$61M |
| HUBS - Hubspot | 3.97% | Reduce −24.9% | 819,106 | $589.79 | $483M | −272,256 | −$201M |
| CPNG - Coupang · CL A | 3.87% | Add +143.2% | 22,527,909 | $20.95 | $472M | +13,263,264 | +$307M |
| TOST - Toast · CL A | 3.84% | Add +14.0% | 18,174,146 | $25.77 | $468M | +2,230,215 | +$71M |
| FOUR - Shift4 Pmts · CL A | 2.99% | Add +4.2% | 4,968,955 | $73.35 | $364M | +200,148 | +$49M |
| WST - West Pharmaceutical Svsc | 2.81% | Add +0.9% | 1,040,524 | $329.39 | $343M | +9,471 | −$65M |
| DSGX - Descartes Sys Group | 2.75% | Reduce −4.9% | 3,455,887 | $96.84 | $335M | −178,950 | +$2M |
| CHE - Chemed | 2.45% | Reduce −3.5% | 550,204 | $542.58 | $299M | −20,015 | −$68M |
| CPRT - Copart | 2.16% | Add +11.0% | 4,857,125 | $54.16 | $263M | +482,024 | +$10M |
| TEAM - Atlassian · CL A | 2.02% | Reduce −33.3% | 1,389,703 | $176.88 | $246M | −693,911 | −$161M |
| CIGI - Colliers Intl Group | 1.96% | Add +5.9% | 2,137,705 | $111.65 | $239M | +118,415 | −$8M |
| SSNC - SS&C Technologies | 1.91% | Reduce −21.6% | 3,717,692 | $62.67 | $233M | −1,023,791 | −$72M |
| RH | 1.78% | Add +36.7% | 885,048 | $244.44 | $216M | +237,752 | −$9M |
| VEEV - Veeva Sys · CL A | 1.77% | Add +25.1% | 1,177,095 | $183.01 | $215M | +235,833 | −$3M |
| MNDY - Monday | 1.70% | New | 859,813 | $240.76 | $207M | +859,813 | +$207M |
| MOH - Molina Healthcare | 1.59% | Reduce −25.0% | 651,327 | $297.30 | $194M | −217,173 | −$163M |
| ODFL - Old Dominion Freight | 1.54% | Add +605.7% | 1,060,816 | $176.60 | $187M | +910,504 | +$154M |
| SHOP - Shopify · CL A | 1.52% | Add +153.8% | 2,794,802 | $66.05 | $185M | +1,693,546 | +$100M |
| TTC - TORO | 1.44% | Add +144.5% | 1,878,515 | $93.51 | $176M | +1,110,095 | +$105M |
| JBHT - Hunt J B Trans Svcs | 1.44% | Reduce −66.0% | 1,096,496 | $160.00 | $175M | −2,126,005 | −$467M |
| DOCS - Doximity · CL A | 1.43% | Add +39.6% | 6,218,067 | $27.97 | $174M | +1,763,589 | +$54M |
| BIRK - Birkenstock | 1.40% | Reduce −22.9% | 3,123,640 | $54.41 | $170M | −927,561 | −$21M |
| ROL - Rollins | 1.37% | Reduce −0.7% | 3,415,400 | $48.79 | $167M | −24,034 | +$7M |
| ENTG - Entegris | 1.34% | Add +65.9% | 1,209,401 | $135.40 | $164M | +480,508 | +$61M |
| PRVA - Privia Health Group | 1.30% | Hold | 9,090,909 | $17.38 | $158M | — | — |
| MSCI - MSCI Inc | 1.25% | Reduce −43.4% | 316,599 | $481.75 | $153M | −242,478 | −$161M |
| ACHC — | 1.23% | Add +58.8% | 2,217,791 | $67.54 | $150M | +821,424 | +$39M |
| PTC - PTC Inc | 1.06% | Reduce −9.3% | 710,316 | $181.67 | $129M | −72,457 | −$19M |
| AVTR - Avantor | 1.05% | Reduce −29.0% | 6,037,845 | $21.20 | $128M | −2,461,507 | −$89M |
| DDOG - Datadog · CL A | 0.91% | Reduce −13.9% | 858,880 | $129.69 | $111M | −138,199 | −$12M |
| WRBY - Warby Parker · CL A | 0.90% | Add +65.0% | 6,851,967 | $16.06 | $110M | +2,698,593 | +$54M |
| IR - Ingersoll Rand | 0.90% | Reduce −20.3% | 1,201,176 | $90.84 | $109M | −306,386 | −$34M |
| CVNA - Carvana · CL A | 0.89% | New | 840,131 | $128.72 | $108M | +840,131 | +$108M |
| GGG - Graco | 0.77% | Reduce −19.5% | 1,182,481 | $79.28 | $94M | −286,112 | −$44M |
| WCN - Waste Connections | 0.59% | Reduce −47.9% | 411,641 | $175.36 | $72M | −378,601 | −$64M |
| SAIA — | 0.57% | Add +5.6% | 145,447 | $474.29 | $69M | +7,766 | −$12M |
| SGRY - Surgery Partners | 0.56% | Reduce −39.8% | 2,881,227 | $23.79 | $69M | −1,903,236 | −$74M |
| LFST - Lifestance Health Group | 0.50% | Add +19.7% | 12,395,085 | $4.91 | $61M | +2,040,123 | −$3M |
| AUR - Aurora Innovation · CLASS A | 0.31% | Reduce −31.9% | 13,606,038 | $2.77 | $38M | −6,364,876 | −$19M |
| ALHC - Alignment Healthcare | 0.26% | New | 3,980,949 | $7.82 | $31M | +3,980,949 | +$31M |
| YOU - Clear Secure · CL A | 0.23% | Reduce −56.1% | 1,510,316 | $18.71 | $28M | −1,933,318 | −$45M |
| VSEC - VSE | 0.22% | New | 305,860 | $88.28 | $27M | +305,860 | +$27M |
| GSHD - Goosehead Ins · CL A | 0.02% | Reduce −80.8% | 38,256 | $57.44 | $2M | −160,802 | −$11M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Paylocity | 0.96% | Exit | 0 | $171.86 | $123M | −717,243 | −$123M |
| TDY - Teledyne Technologies | 0.73% | Exit | 0 | $429.32 | $94M | −219,630 | −$94M |
| IT - Gartner | 0.55% | Exit | 0 | $476.67 | $71M | −148,882 | −$71M |
| DASH - Doordash · CL A | 0.31% | Exit | 0 | $137.72 | $40M | −290,644 | −$40M |
| IAC - IAC Inc | 0.25% | Exit | 0 | $53.34 | $32M | −601,567 | −$32M |
| IWM - Ishares Tr | 0.11% | Exit | 0 | $210.30 | $14M | −66,096 | −$14M |
| SPY - Spdr S&P 500 ETF Tr | 0.06% | Exit | 0 | $523.07 | $7M | −14,306 | −$7M |
| Agilon Health | 0.05% | Exit | 0 | $6.10 | $6M | −976,133 | −$6M |
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