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 | 7.57% | Hold | 2,631,346 | $321.77 | $847M | — | — |
| DUOL - Duolingo · CL A | 4.70% | Reduce −26.9% | 1,694,283 | $310.54 | $526M | −625,011 | −$226M |
| CPNG - Coupang · CL A | 4.51% | Reduce −19.7% | 23,009,002 | $21.93 | $505M | −5,627,285 | −$125M |
| HUBS - Hubspot | 4.33% | Reduce −12.2% | 847,463 | $571.29 | $484M | −117,861 | −$188M |
| FOUR - Shift4 Pmts · CL A | 4.32% | Add +15.4% | 5,919,793 | $81.71 | $484M | +788,952 | −$49M |
| INTU - Intuit | 3.83% | Reduce −17.0% | 697,567 | $613.99 | $428M | −142,966 | −$100M |
| BKNG - Booking | 3.82% | Reduce −1.5% | 92,883 | $4,607 | $428M | −1,413 | −$41M |
| SHOP - Shopify · CL A | 3.65% | Add +8.2% | 4,275,819 | $95.48 | $408M | +325,471 | −$12M |
| CVNA - Carvana · CL A | 3.61% | Reduce −10.9% | 1,932,972 | $209.08 | $404M | −235,260 | −$37M |
| CIGI - Colliers Intl Group | 3.22% | Add +12.4% | 2,972,757 | $121.30 | $361M | +328,430 | +$1M |
| TOST - Toast · CL A | 3.21% | Reduce −29.8% | 10,836,694 | $33.17 | $359M | −4,607,464 | −$203M |
| FSV - Firstservice | 3.20% | Reduce −16.2% | 2,156,713 | $165.95 | $358M | −417,555 | −$108M |
| WST - West Pharmaceutical Svsc | 3.15% | Add +146.8% | 1,573,119 | $223.88 | $352M | +935,721 | +$143M |
| ROP - Roper Technologies | 2.98% | Reduce −12.0% | 564,799 | $589.58 | $333M | −76,845 | −$564K |
| APG - API Group | 2.85% | Add +78.0% | 8,911,171 | $35.76 | $319M | +3,903,632 | +$139M |
| AFRM - Affirm · CL A | 2.66% | Add +12.3% | 6,580,882 | $45.19 | $297M | +722,599 | −$59M |
| AYI - Acuity | 2.59% | Add +0.9% | 1,098,485 | $263.35 | $289M | +10,008 | −$29M |
| DSGX - Descartes Sys Group | 2.54% | Reduce −3.3% | 2,818,757 | $100.83 | $284M | −96,807 | −$47M |
| PRVA - Privia Health Group | 2.30% | Hold | 11,487,843 | $22.45 | $258M | — | — |
| ENTG - Entegris | 2.28% | Add +43.3% | 2,914,417 | $87.48 | $255M | +881,198 | +$54M |
| IWM - Ishares Tr | 2.25% | Add +46.9% | 1,263,352 | $199.49 | $252M | +403,325 | +$62M |
| XPO - Xpo Logistics | 1.93% | Add +246.4% | 2,005,297 | $107.58 | $216M | +1,426,394 | +$140M |
| RBLX - Roblox · CL A | 1.81% | Reduce −18.7% | 3,466,575 | $58.29 | $202M | −794,754 | −$44M |
| DASH - Doordash · CL A | 1.68% | Add +351.2% | 1,026,649 | $182.77 | $188M | +799,096 | +$149M |
| Masimo | 1.68% | New | 1,125,619 | $166.60 | $188M | +1,125,619 | +$188M |
| WRBY - Warby Parker · CL A | 1.66% | Add +13.2% | 10,212,383 | $18.23 | $186M | +1,194,558 | −$32M |
| MOH - Molina Healthcare | 1.59% | Add +13.1% | 541,605 | $329.39 | $178M | +62,899 | +$39M |
| IDXX - Idexx Labs | 1.37% | New | 364,757 | $419.95 | $153M | +364,757 | +$153M |
| OPCH - Option Care Health | 1.10% | New | 3,516,589 | $34.95 | $123M | +3,516,589 | +$123M |
| FERG - Ferguson Enterprises | 1.05% | New | 730,754 | $160.23 | $117M | +730,754 | +$117M |
| ESAB — | 1.02% | New | 979,119 | $116.50 | $114M | +979,119 | +$114M |
| Sweetgreen · CL A | 1.01% | Add +29.5% | 4,525,109 | $25.02 | $113M | +1,030,176 | +$1M |
| MELI - Mercadolibre | 1.01% | New | 57,958 | $1,951 | $113M | +57,958 | +$113M |
| VSEC - VSE | 0.93% | Add +41.9% | 865,017 | $119.99 | $104M | +255,434 | +$46M |
| AUR - Aurora Innovation · CLASS A | 0.90% | Add +17.0% | 14,922,269 | $6.72 | $100M | +2,165,114 | +$20M |
| ONON - ON AG | 0.89% | Reduce −58.7% | 2,265,569 | $43.92 | $100M | −3,215,733 | −$201M |
| WIX — | 0.85% | Add +38.7% | 580,808 | $163.38 | $95M | +162,075 | +$5M |
| APP - Applovin · CL A | 0.79% | New | 335,558 | $264.97 | $89M | +335,558 | +$89M |
| YOU - Clear Secure · CL A | 0.69% | New | 2,959,190 | $25.91 | $77M | +2,959,190 | +$77M |
| BFAM — | 0.64% | Reduce −56.5% | 568,078 | $127.04 | $72M | −738,636 | −$73M |
| RH | 0.60% | Reduce −53.5% | 286,996 | $234.41 | $67M | −329,935 | −$176M |
| ALHC - Alignment Healthcare | 0.60% | Reduce −21.7% | 3,589,745 | $18.62 | $67M | −996,365 | +$15M |
| PCOR - Procore Technologies | 0.49% | Add +83.3% | 825,120 | $66.02 | $54M | +375,020 | +$21M |
| TTAN - Servicetitan · CL A | 0.44% | Reduce −30.3% | 516,403 | $95.11 | $49M | −225,000 | −$27M |
| FLUT - Flutter Entmt | 0.42% | New | 211,016 | $221.55 | $47M | +211,016 | +$47M |
| MNDY - Monday | 0.40% | Reduce −60.2% | 186,312 | $243.16 | $45M | −281,290 | −$65M |
| PTC - PTC Inc | 0.33% | Reduce −46.7% | 235,065 | $154.95 | $36M | −205,777 | −$45M |
| Outset Med | 0.17% | New | 1,740,216 | $11.06 | $19M | +1,740,216 | +$19M |
| KRMN - Karman | 0.17% | New | 575,000 | $33.42 | $19M | +575,000 | +$19M |
| BIRK - Birkenstock | 0.13% | Reduce −83.4% | 326,630 | $45.85 | $15M | −1,635,454 | −$96M |
| CHWY - Chewy · CL A | 0.10% | Reduce −85.1% | 351,266 | $32.51 | $11M | −2,009,151 | −$68M |
Showing top 50 of 51 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TEAM - Atlassian · CL A | 3.13% | Exit | 0 | $243.38 | $383M | −1,575,546 | −$383M |
| ODFL - Old Dominion Freight | 1.43% | Exit | 0 | $176.40 | $176M | −996,514 | −$176M |
| DOCS - Doximity · CL A | 1.26% | Exit | 0 | $53.39 | $154M | −2,889,675 | −$154M |
| CPRT - Copart | 1.00% | Exit | 0 | $57.39 | $123M | −2,143,957 | −$123M |
| AVTR - Avantor | 0.83% | Exit | 0 | $21.07 | $101M | −4,809,948 | −$101M |
| LFST - Lifestance Health Group | 0.57% | Exit | 0 | $7.37 | $70M | −9,508,826 | −$70M |
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