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 | 7.29% | Hold | 2,521,043 | $390.29 | $984M | — | — |
| CPNG - Coupang · CL A | 5.93% | Add +0.4% | 24,833,189 | $32.20 | $800M | +89,207 | +$58M |
| SHOP - Shopify · CL A | 5.00% | Hold | 4,543,835 | $148.61 | $675M | — | — |
| CIGI - Colliers Intl Group | 4.28% | Add +2.0% | 3,699,124 | $156.21 | $578M | +73,623 | +$105M |
| XPO - Xpo Logistics | 4.15% | Add +20.5% | 4,331,280 | $129.27 | $560M | +736,224 | +$106M |
| APG - API Group | 3.79% | Add +40.2% | 14,898,178 | $34.37 | $512M | +4,274,610 | −$30M |
| RBLX - Roblox · CL A | 3.62% | Reduce −23.1% | 3,529,982 | $138.52 | $489M | −1,058,746 | +$6M |
| AYI - Acuity | 3.48% | Add +9.1% | 1,363,619 | $344.39 | $470M | +113,720 | +$97M |
| AFRM - Affirm · CL A | 3.39% | Reduce −15.2% | 6,268,515 | $73.08 | $458M | −1,120,822 | −$53M |
| DASH - Doordash · CL A | 3.37% | Add +62.8% | 1,671,659 | $271.99 | $455M | +645,010 | +$202M |
| FOUR - Shift4 Pmts · CL A | 3.23% | Reduce −15.6% | 5,626,484 | $77.40 | $435M | −1,038,959 | −$225M |
| MELI - Mercadolibre | 3.04% | Add +18.6% | 175,436 | $2,337 | $410M | +27,452 | +$23M |
| VEEV - Veeva Sys · CL A | 2.78% | Add +28.9% | 1,258,853 | $297.91 | $375M | +281,872 | +$94M |
| FSV - Firstservice | 2.71% | Add +12.9% | 2,216,720 | $164.74 | $365M | +253,155 | +$22M |
| ENTG - Entegris | 2.58% | Add +23.2% | 3,765,035 | $92.46 | $348M | +709,121 | +$102M |
| CVNA - Carvana · CL A | 2.49% | Hold | 892,477 | $377.24 | $337M | — | — |
| FLUT - Flutter Entmt | 2.34% | Add +274.2% | 1,243,988 | $254.00 | $316M | +911,507 | +$221M |
| WST - West Pharmaceutical Svsc | 2.28% | Add +12.7% | 1,172,583 | $262.33 | $308M | +131,935 | +$80M |
| BKNG - Booking | 2.21% | Add +48.3% | 55,319 | $5,399 | $299M | +18,013 | +$83M |
| INTU - Intuit | 2.21% | Reduce −44.1% | 437,256 | $682.91 | $299M | −345,036 | −$318M |
| PRVA - Privia Health Group | 2.16% | Add +1.8% | 11,691,685 | $24.90 | $291M | +203,842 | +$27M |
| DUOL - Duolingo · CL A | 2.09% | Reduce −18.5% | 874,919 | $321.84 | $282M | −198,437 | −$159M |
| FIG - Figma · CLASS A | 2.06% | New | 5,369,380 | $51.87 | $279M | +5,369,380 | +$279M |
| FERG - Ferguson Enterprises | 1.81% | New | 1,088,970 | $224.58 | $245M | +1,088,970 | +$245M |
| WRBY - Warby Parker · CL A | 1.79% | Reduce −8.8% | 8,752,607 | $27.58 | $241M | −845,201 | +$31M |
| TOST - Toast · CL A | 1.72% | Reduce −37.9% | 6,360,898 | $36.51 | $232M | −3,884,826 | −$222M |
| ESAB — | 1.61% | Add +40.5% | 1,945,854 | $111.74 | $217M | +560,678 | +$50M |
| RKT - Rocket Cos · CL A | 1.58% | New | 10,991,236 | $19.38 | $213M | +10,991,236 | +$213M |
| YOU - Clear Secure · CL A | 1.57% | Reduce −15.0% | 6,366,367 | $33.38 | $213M | −1,123,984 | +$5M |
| CBZ - CBIZ | 1.54% | New | 3,925,067 | $52.96 | $208M | +3,925,067 | +$208M |
| OPCH - Option Care Health | 1.53% | Reduce −9.8% | 7,431,769 | $27.76 | $206M | −805,808 | −$61M |
| WIX — | 1.36% | New | 1,031,844 | $177.63 | $183M | +1,031,844 | +$183M |
| HUBS - Hubspot | 1.13% | Reduce −45.6% | 326,711 | $467.80 | $153M | −273,828 | −$181M |
| VSEC - VSE | 1.07% | Hold | 865,017 | $166.24 | $144M | — | — |
| APP - Applovin · CL A | 1.00% | Hold | 187,836 | $718.54 | $135M | — | — |
| CLH - Clean Harbors | 0.99% | New | 573,666 | $232.22 | $133M | +573,666 | +$133M |
| FND - Floor & Decor · CL A | 0.90% | Add +17.7% | 1,645,369 | $73.70 | $121M | +246,991 | +$15M |
| GSHD - Goosehead Ins · CL A | 0.85% | Add +126.5% | 1,542,186 | $74.42 | $115M | +861,374 | +$43M |
| Masimo | 0.68% | Reduce −46.7% | 620,619 | $147.55 | $92M | −543,279 | −$104M |
| TECH - Bio-Techne | 0.58% | New | 1,395,966 | $55.63 | $78M | +1,395,966 | +$78M |
| AUR - Aurora Innovation · CLASS A | 0.48% | Reduce −41.0% | 12,044,163 | $5.39 | $65M | −8,360,075 | −$42M |
| RH | 0.33% | Reduce −65.7% | 221,434 | $203.16 | $45M | −424,663 | −$77M |
| BIRK - Birkenstock | 0.30% | New | 886,660 | $45.25 | $40M | +886,660 | +$40M |
| XMTR - Xometry · CLASS A | 0.27% | New | 669,274 | $54.47 | $36M | +669,274 | +$36M |
| ROP - Roper Technologies | 0.21% | Reduce −82.9% | 56,448 | $498.69 | $28M | −273,261 | −$159M |
| Outset Med | 0.11% | Reduce −38.2% | 1,023,706 | $14.12 | $14M | −633,420 | −$17M |
| VIA - Via Transn · CL A | 0.07% | New | 200,000 | $48.08 | $10M | +200,000 | +$10M |
| Sweetgreen · CL A | 0.04% | Reduce −68.9% | 663,890 | $7.98 | $5M | −1,474,106 | −$27M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| IWM - Ishares Tr | 4.24% | Exit | 0 | $215.79 | $560M | −2,596,668 | −$560M |
| DSGX - Descartes Sys Group | 1.73% | Exit | 0 | $101.65 | $229M | −2,253,704 | −$229M |
| MOH - Molina Healthcare | 1.21% | Exit | 0 | $297.90 | $160M | −535,967 | −$160M |
| EVH - Evolent Health · CL A | 0.55% | Exit | 0 | $11.26 | $72M | −6,423,293 | −$72M |
| MNDY - Monday | 0.45% | Exit | 0 | $314.48 | $60M | −189,684 | −$60M |
| PTC - PTC Inc | 0.36% | Exit | 0 | $172.34 | $48M | −278,710 | −$48M |
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