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 | 7.35% | Reduce −4.2% | 2,521,043 | $384.80 | $970M | −110,303 | +$123M |
| CPNG - Coupang · CL A | 5.61% | Add +7.5% | 24,743,982 | $29.96 | $741M | +1,734,980 | +$237M |
| FOUR - Shift4 Pmts · CL A | 5.00% | Add +12.6% | 6,665,443 | $99.11 | $661M | +745,650 | +$177M |
| INTU - Intuit | 4.67% | Add +12.1% | 782,292 | $787.63 | $616M | +84,725 | +$188M |
| IWM - Ishares Tr | 4.24% | Add +105.5% | 2,596,668 | $215.79 | $560M | +1,333,316 | +$308M |
| APG - API Group | 4.11% | Add +19.2% | 10,623,568 | $51.05 | $542M | +1,712,397 | +$224M |
| SHOP - Shopify · CL A | 3.97% | Add +6.3% | 4,543,835 | $115.35 | $524M | +268,016 | +$116M |
| AFRM - Affirm · CL A | 3.87% | Add +12.3% | 7,389,337 | $69.14 | $511M | +808,455 | +$214M |
| RBLX - Roblox · CL A | 3.66% | Add +32.4% | 4,588,728 | $105.20 | $483M | +1,122,153 | +$281M |
| CIGI - Colliers Intl Group | 3.58% | Add +22.0% | 3,625,501 | $130.54 | $473M | +652,744 | +$113M |
| XPO - Xpo Logistics | 3.44% | Add +79.3% | 3,595,056 | $126.29 | $454M | +1,589,759 | +$238M |
| TOST - Toast · CL A | 3.44% | Reduce −5.5% | 10,245,724 | $44.29 | $454M | −590,970 | +$94M |
| DUOL - Duolingo · CL A | 3.33% | Reduce −36.6% | 1,073,356 | $410.02 | $440M | −620,927 | −$86M |
| MELI - Mercadolibre | 2.93% | Add +155.3% | 147,984 | $2,614 | $387M | +90,026 | +$274M |
| AYI - Acuity | 2.82% | Add +13.8% | 1,249,899 | $298.34 | $373M | +151,414 | +$84M |
| FSV - Firstservice | 2.60% | Reduce −9.0% | 1,963,565 | $174.62 | $343M | −193,148 | −$15M |
| HUBS - Hubspot | 2.53% | Reduce −29.1% | 600,539 | $556.63 | $334M | −246,924 | −$150M |
| CVNA - Carvana · CL A | 2.28% | Reduce −53.8% | 892,477 | $336.96 | $301M | −1,040,495 | −$103M |
| VEEV - Veeva Sys · CL A | 2.13% | New | 976,981 | $287.98 | $281M | +976,981 | +$281M |
| OPCH - Option Care Health | 2.03% | Add +134.2% | 8,237,577 | $32.48 | $268M | +4,720,988 | +$145M |
| PRVA - Privia Health Group | 2.00% | Hold | 11,487,843 | $23.00 | $264M | — | — |
| DASH - Doordash · CL A | 1.92% | Hold | 1,026,649 | $246.51 | $253M | — | — |
| ENTG - Entegris | 1.87% | Add +4.9% | 3,055,914 | $80.65 | $246M | +141,497 | −$8M |
| DSGX - Descartes Sys Group | 1.73% | Reduce −20.0% | 2,253,704 | $101.64 | $229M | −565,053 | −$55M |
| WST - West Pharmaceutical Svsc | 1.72% | Reduce −33.8% | 1,040,648 | $218.80 | $228M | −532,471 | −$124M |
| BKNG - Booking | 1.64% | Reduce −59.8% | 37,306 | $5,789 | $216M | −55,577 | −$212M |
| WRBY - Warby Parker · CL A | 1.59% | Reduce −6.0% | 9,597,808 | $21.93 | $210M | −614,575 | +$24M |
| YOU - Clear Secure · CL A | 1.57% | Add +153.1% | 7,490,351 | $27.76 | $208M | +4,531,161 | +$131M |
| Masimo | 1.48% | Add +3.4% | 1,163,898 | $168.22 | $196M | +38,279 | +$8M |
| ROP - Roper Technologies | 1.42% | Reduce −41.6% | 329,709 | $566.84 | $187M | −235,090 | −$146M |
| ESAB — | 1.26% | Add +41.5% | 1,385,176 | $120.55 | $167M | +406,057 | +$53M |
| MOH - Molina Healthcare | 1.21% | Reduce −1.0% | 535,967 | $297.90 | $160M | −5,638 | −$19M |
| RH | 0.92% | Add +125.1% | 646,097 | $189.01 | $122M | +359,101 | +$55M |
| VSEC - VSE | 0.86% | Hold | 865,017 | $130.98 | $113M | — | — |
| AUR - Aurora Innovation · CLASS A | 0.81% | Add +36.7% | 20,404,238 | $5.24 | $107M | +5,481,969 | +$7M |
| FND - Floor & Decor · CL A | 0.80% | New | 1,398,378 | $75.96 | $106M | +1,398,378 | +$106M |
| FLUT - Flutter Entmt | 0.72% | Add +57.6% | 332,481 | $285.76 | $95M | +121,465 | +$48M |
| EVH - Evolent Health · CL A | 0.55% | New | 6,423,293 | $11.26 | $72M | +6,423,293 | +$72M |
| GSHD - Goosehead Ins · CL A | 0.54% | New | 680,812 | $105.51 | $72M | +680,812 | +$72M |
| APP - Applovin · CL A | 0.50% | Reduce −44.0% | 187,836 | $350.08 | $66M | −147,722 | −$23M |
| MNDY - Monday | 0.45% | Add +1.8% | 189,684 | $314.48 | $60M | +3,372 | +$14M |
| PTC - PTC Inc | 0.36% | Add +18.6% | 278,710 | $172.34 | $48M | +43,645 | +$12M |
| Outset Med | 0.24% | Reduce −4.8% | 1,657,126 | $19.21 | $32M | −83,090 | +$13M |
| Sweetgreen · CL A | 0.24% | Reduce −52.8% | 2,137,996 | $14.88 | $32M | −2,387,113 | −$81M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| IDXX - Idexx Labs | 1.37% | Exit | 0 | $419.95 | $153M | −364,757 | −$153M |
| FERG - Ferguson Enterprises | 1.05% | Exit | 0 | $160.23 | $117M | −730,754 | −$117M |
| ONON - ON AG | 0.89% | Exit | 0 | $43.92 | $100M | −2,265,569 | −$100M |
| WIX — | 0.85% | Exit | 0 | $163.38 | $95M | −580,808 | −$95M |
| BFAM — | 0.64% | Exit | 0 | $127.04 | $72M | −568,078 | −$72M |
| ALHC - Alignment Healthcare | 0.60% | Exit | 0 | $18.62 | $67M | −3,589,745 | −$67M |
| PCOR - Procore Technologies | 0.49% | Exit | 0 | $66.02 | $54M | −825,120 | −$54M |
| TTAN - Servicetitan · CL A | 0.44% | Exit | 0 | $95.11 | $49M | −516,403 | −$49M |
| KRMN - Karman | 0.17% | Exit | 0 | $33.42 | $19M | −575,000 | −$19M |
| BIRK - Birkenstock | 0.13% | Exit | 0 | $45.85 | $15M | −326,630 | −$15M |
| CHWY - Chewy · CL A | 0.10% | Exit | 0 | $32.51 | $11M | −351,266 | −$11M |
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