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
| RBC - Rbc Bearings | 6.42% | Add +1.9% | 2,631,346 | $299.14 | $787M | +48,287 | +$14M |
| DUOL - Duolingo · CL A | 6.13% | Reduce −23.4% | 2,319,294 | $324.23 | $752M | −710,481 | −$102M |
| HUBS - Hubspot | 5.49% | Reduce −5.4% | 965,324 | $696.77 | $673M | −54,733 | +$130M |
| CPNG - Coupang · CL A | 5.13% | Add +13.6% | 28,636,287 | $21.98 | $629M | +3,420,133 | +$10M |
| TOST - Toast · CL A | 4.59% | Reduce −5.0% | 15,444,158 | $36.45 | $563M | −819,737 | +$103M |
| FOUR - Shift4 Pmts · CL A | 4.34% | Reduce −15.9% | 5,130,841 | $103.78 | $532M | −970,122 | −$8M |
| INTU - Intuit | 4.31% | Reduce −40.4% | 840,533 | $628.50 | $528M | −568,624 | −$347M |
| BKNG - Booking | 3.82% | Reduce −23.0% | 94,296 | $4,968 | $469M | −28,111 | −$47M |
| FSV - Firstservice | 3.80% | Reduce −23.9% | 2,574,268 | $181.02 | $466M | −806,968 | −$151M |
| CVNA - Carvana · CL A | 3.60% | Add +6.3% | 2,168,232 | $203.36 | $441M | +129,246 | +$86M |
| SHOP - Shopify · CL A | 3.43% | Add +86.9% | 3,950,348 | $106.33 | $420M | +1,836,294 | +$251M |
| TEAM - Atlassian · CL A | 3.13% | Add +499.7% | 1,575,546 | $243.38 | $383M | +1,312,820 | +$342M |
| CIGI - Colliers Intl Group | 2.93% | Add +4.0% | 2,644,327 | $135.97 | $360M | +102,586 | −$26M |
| AFRM - Affirm · CL A | 2.91% | Add +97.3% | 5,858,283 | $60.90 | $357M | +2,888,827 | +$236M |
| ROP - Roper Technologies | 2.72% | Reduce −43.1% | 641,644 | $519.85 | $334M | −485,764 | −$294M |
| DSGX - Descartes Sys Group | 2.70% | Reduce −15.6% | 2,915,564 | $113.60 | $331M | −540,323 | −$25M |
| AYI - Acuity Brands | 2.59% | Add +158.9% | 1,088,477 | $292.13 | $318M | +668,048 | +$202M |
| ONON - ON AG | 2.45% | Reduce −2.4% | 5,481,302 | $54.77 | $300M | −137,020 | +$18M |
| RBLX - Roblox · CL A | 2.01% | New | 4,261,329 | $57.86 | $247M | +4,261,329 | +$247M |
| RH | 1.98% | Reduce −7.5% | 616,931 | $393.59 | $243M | −50,005 | +$20M |
| PRVA - Privia Health Group | 1.83% | Add +3.4% | 11,487,843 | $19.55 | $225M | +378,255 | +$22M |
| WRBY - Warby Parker · CL A | 1.78% | Add +10.3% | 9,017,825 | $24.21 | $218M | +840,797 | +$85M |
| WST - West Pharmaceutical Svsc | 1.70% | Reduce −41.3% | 637,398 | $327.56 | $209M | −448,521 | −$117M |
| ENTG - Entegris | 1.64% | Add +16.5% | 2,033,219 | $99.06 | $201M | +288,213 | +$5M |
| IWM - Ishares Tr | 1.55% | Reduce −27.2% | 860,027 | $220.96 | $190M | −321,884 | −$71M |
| APG - API Group | 1.47% | Add +199.8% | 5,007,539 | $35.97 | $180M | +3,337,468 | +$125M |
| ODFL - Old Dominion Freight | 1.43% | Reduce −17.2% | 996,514 | $176.40 | $176M | −206,606 | −$63M |
| DOCS - Doximity · CL A | 1.26% | Reduce −63.1% | 2,889,675 | $53.39 | $154M | −4,933,734 | −$187M |
| BFAM — | 1.18% | Reduce −69.6% | 1,306,714 | $110.85 | $145M | −2,996,527 | −$458M |
| MOH - Molina Healthcare | 1.14% | Reduce −54.4% | 478,706 | $291.05 | $139M | −570,456 | −$222M |
| CPRT - Copart | 1.00% | Reduce −49.3% | 2,143,957 | $57.39 | $123M | −2,084,403 | −$99M |
| Sweetgreen · CL A | 0.91% | Reduce −12.7% | 3,494,933 | $32.06 | $112M | −509,973 | −$30M |
| BIRK - Birkenstock | 0.91% | Reduce −33.5% | 1,962,084 | $56.66 | $111M | −988,008 | −$34M |
| MNDY - Monday | 0.90% | Reduce −57.1% | 467,602 | $235.44 | $110M | −621,678 | −$192M |
| AVTR - Avantor | 0.83% | Reduce −39.8% | 4,809,948 | $21.07 | $101M | −3,182,150 | −$105M |
| WIX — | 0.73% | New | 418,733 | $214.55 | $90M | +418,733 | +$90M |
| PTC - PTC Inc | 0.66% | Reduce −34.6% | 440,842 | $183.87 | $81M | −233,399 | −$41M |
| AUR - Aurora Innovation · CLASS A | 0.66% | Add +8.4% | 12,757,155 | $6.30 | $80M | +986,475 | +$11M |
| CHWY - Chewy · CL A | 0.64% | New | 2,360,417 | $33.49 | $79M | +2,360,417 | +$79M |
| TTAN - Servicetitan · CL A | 0.62% | New | 741,403 | $102.87 | $76M | +741,403 | +$76M |
| XPO - Xpo Logistics | 0.62% | New | 578,903 | $131.15 | $76M | +578,903 | +$76M |
| LFST - Lifestance Health Group | 0.57% | Reduce −8.9% | 9,508,826 | $7.37 | $70M | −932,242 | −$3M |
| VSEC - VSE | 0.47% | Add +55.4% | 609,583 | $95.10 | $58M | +217,439 | +$26M |
| ALHC - Alignment Healthcare | 0.42% | Reduce −16.3% | 4,586,110 | $11.25 | $52M | −890,718 | −$13M |
| DASH - Doordash · CL A | 0.31% | New | 227,553 | $167.75 | $38M | +227,553 | +$38M |
| PCOR - Procore Technologies | 0.28% | New | 450,100 | $74.93 | $34M | +450,100 | +$34M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| VEEV - Veeva Sys · CL A | 1.91% | Exit | 0 | $209.87 | $261M | −1,244,664 | −$261M |
| SSNC - SS&C Technologies | 1.77% | Exit | 0 | $74.21 | $242M | −3,263,508 | −$242M |
| ACHC — | 1.05% | Exit | 0 | $63.41 | $143M | −2,255,059 | −$143M |
| TTC - TORO | 0.86% | Exit | 0 | $86.73 | $117M | −1,348,433 | −$117M |
| MSCI - MSCI Inc | 0.77% | Exit | 0 | $582.93 | $105M | −180,610 | −$105M |
| FND - Floor & Decor · CL A | 0.66% | Exit | 0 | $124.17 | $90M | −724,851 | −$90M |
| OPCH - Option Care Health | 0.55% | Exit | 0 | $31.30 | $75M | −2,396,385 | −$75M |
| YOU - Clear Secure · CL A | 0.32% | Exit | 0 | $33.14 | $44M | −1,326,241 | −$44M |
| K4F - Onestream · CL A | 0.12% | Exit | 0 | $33.90 | $17M | −500,000 | −$17M |
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