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 | 6.40% | Reduce −0.5% | 1,409,157 | $621.00 | $875M | −6,944 | −$56M |
| DUOL - Duolingo · CL A | 6.25% | Add +2.9% | 3,029,775 | $282.02 | $854M | +86,153 | +$240M |
| RBC - Rbc Bearings | 5.66% | Add +8.0% | 2,583,059 | $299.38 | $773M | +190,483 | +$128M |
| ROP - Roper Technologies | 4.59% | Reduce −11.1% | 1,127,408 | $556.44 | $627M | −141,389 | −$88M |
| CPNG - Coupang · CL A | 4.53% | Add +11.9% | 25,216,154 | $24.55 | $619M | +2,688,245 | +$147M |
| FSV - Firstservice | 4.51% | Reduce −4.3% | 3,381,236 | $182.46 | $617M | −153,633 | +$78M |
| BFAM — | 4.41% | Reduce −21.0% | 4,303,241 | $140.13 | $603M | −1,146,778 | +$3M |
| HUBS - Hubspot | 3.97% | Add +24.5% | 1,020,057 | $531.60 | $542M | +200,951 | +$59M |
| FOUR - Shift4 Pmts · CL A | 3.95% | Add +22.8% | 6,100,963 | $88.60 | $541M | +1,132,008 | +$176M |
| BKNG - Booking | 3.77% | Reduce −6.2% | 122,407 | $4,212 | $516M | −8,090 | −$1M |
| TOST - Toast · CL A | 3.37% | Reduce −10.5% | 16,263,895 | $28.31 | $460M | −1,910,251 | −$8M |
| CIGI - Colliers Intl Group | 2.82% | Add +18.9% | 2,541,741 | $151.81 | $386M | +404,036 | +$147M |
| MOH - Molina Healthcare | 2.64% | Add +61.1% | 1,049,162 | $344.56 | $361M | +397,835 | +$168M |
| DSGX - Descartes Sys Group | 2.60% | Hold | 3,455,887 | $102.96 | $356M | — | — |
| CVNA - Carvana · CL A | 2.60% | Add +142.7% | 2,038,986 | $174.11 | $355M | +1,198,855 | +$247M |
| DOCS - Doximity · CL A | 2.49% | Add +25.8% | 7,823,409 | $43.57 | $341M | +1,605,342 | +$167M |
| WST - West Pharmaceutical Svsc | 2.38% | Add +4.4% | 1,085,919 | $300.16 | $326M | +45,395 | −$17M |
| MNDY - Monday | 2.21% | Add +26.7% | 1,089,280 | $277.77 | $303M | +229,467 | +$96M |
| ONON - ON AG | 2.06% | New | 5,618,322 | $50.15 | $282M | +5,618,322 | +$282M |
| VEEV - Veeva Sys · CL A | 1.91% | Add +5.7% | 1,244,664 | $209.87 | $261M | +67,569 | +$46M |
| IWM - Ishares Tr | 1.91% | New | 1,181,911 | $220.89 | $261M | +1,181,911 | +$261M |
| SSNC - SS&C Technologies | 1.77% | Reduce −12.2% | 3,263,508 | $74.21 | $242M | −454,184 | +$9M |
| ODFL - Old Dominion Freight | 1.75% | Add +13.4% | 1,203,120 | $198.64 | $239M | +142,304 | +$52M |
| RH | 1.63% | Reduce −24.6% | 666,936 | $334.43 | $223M | −218,112 | +$7M |
| CPRT - Copart | 1.62% | Reduce −12.9% | 4,228,360 | $52.40 | $222M | −628,765 | −$41M |
| AVTR - Avantor | 1.51% | Add +32.4% | 7,992,098 | $25.87 | $207M | +1,954,253 | +$79M |
| PRVA - Privia Health Group | 1.48% | Add +22.2% | 11,109,588 | $18.21 | $202M | +2,018,679 | +$44M |
| ENTG - Entegris | 1.44% | Add +44.3% | 1,745,006 | $112.53 | $196M | +535,605 | +$33M |
| SHOP - Shopify · CL A | 1.24% | Reduce −24.4% | 2,114,054 | $80.14 | $169M | −680,748 | −$15M |
| BIRK - Birkenstock | 1.06% | Reduce −5.6% | 2,950,092 | $49.29 | $145M | −173,548 | −$25M |
| ACHC — | 1.05% | Add +1.7% | 2,255,059 | $63.41 | $143M | +37,268 | −$7M |
| Sweetgreen · CL A | 1.04% | New | 4,004,906 | $35.45 | $142M | +4,004,906 | +$142M |
| WRBY - Warby Parker · CL A | 0.98% | Add +19.3% | 8,177,028 | $16.33 | $134M | +1,325,061 | +$23M |
| PTC - PTC Inc | 0.89% | Reduce −5.1% | 674,241 | $180.66 | $122M | −36,075 | −$7M |
| AFRM - Affirm · CL A | 0.89% | New | 2,969,456 | $40.82 | $121M | +2,969,456 | +$121M |
| TTC - TORO | 0.86% | Reduce −28.2% | 1,348,433 | $86.73 | $117M | −530,082 | −$59M |
| AYI - Acuity Brands | 0.85% | New | 420,429 | $275.39 | $116M | +420,429 | +$116M |
| MSCI - MSCI Inc | 0.77% | Reduce −43.0% | 180,610 | $582.93 | $105M | −135,989 | −$47M |
| FND - Floor & Decor · CL A | 0.66% | New | 724,851 | $124.17 | $90M | +724,851 | +$90M |
| OPCH - Option Care Health | 0.55% | New | 2,396,385 | $31.30 | $75M | +2,396,385 | +$75M |
| LFST - Lifestance Health Group | 0.53% | Reduce −15.8% | 10,441,068 | $7.00 | $73M | −1,954,017 | +$12M |
| AUR - Aurora Innovation · CLASS A | 0.51% | Reduce −13.5% | 11,770,680 | $5.92 | $70M | −1,835,358 | +$32M |
| ALHC - Alignment Healthcare | 0.47% | Add +37.6% | 5,476,828 | $11.82 | $65M | +1,495,879 | +$34M |
| APG - API Group | 0.40% | New | 1,670,071 | $33.02 | $55M | +1,670,071 | +$55M |
| YOU - Clear Secure · CL A | 0.32% | Reduce −12.2% | 1,326,241 | $33.14 | $44M | −184,075 | +$16M |
| TEAM - Atlassian · CL A | 0.31% | Reduce −81.1% | 262,726 | $158.81 | $42M | −1,126,977 | −$204M |
| VSEC - VSE | 0.24% | Add +28.2% | 392,144 | $82.73 | $32M | +86,284 | +$5M |
| K4F - Onestream · CL A | 0.12% | New | 500,000 | $33.90 | $17M | +500,000 | +$17M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CHE - Chemed | 2.45% | Exit | 0 | $542.58 | $299M | −550,204 | −$299M |
| JBHT - Hunt J B Trans Svcs | 1.44% | Exit | 0 | $160.00 | $175M | −1,096,496 | −$175M |
| ROL - Rollins | 1.37% | Exit | 0 | $48.79 | $167M | −3,415,400 | −$167M |
| DDOG - Datadog · CL A | 0.91% | Exit | 0 | $129.69 | $111M | −858,880 | −$111M |
| IR - Ingersoll Rand | 0.90% | Exit | 0 | $90.84 | $109M | −1,201,176 | −$109M |
| GGG - Graco | 0.77% | Exit | 0 | $79.28 | $94M | −1,182,481 | −$94M |
| WCN - Waste Connections | 0.59% | Exit | 0 | $175.36 | $72M | −411,641 | −$72M |
| SAIA — | 0.57% | Exit | 0 | $474.29 | $69M | −145,447 | −$69M |
| SGRY - Surgery Partners | 0.56% | Exit | 0 | $23.79 | $69M | −2,881,227 | −$69M |
| GSHD - Goosehead Ins · CL A | 0.02% | Exit | 0 | $57.43 | $2M | −38,256 | −$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