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 | 9.95% | Reduce −7.0% | 2,344,911 | $448.43 | $1.1B | −176,132 | +$68M |
| DASH - Doordash · CL A | 7.67% | Add +114.1% | 3,578,745 | $226.48 | $811M | +1,907,086 | +$356M |
| MELI - Mercadolibre | 5.87% | Add +75.5% | 307,932 | $2,014 | $620M | +132,496 | +$210M |
| CPNG - Coupang · CL A | 5.46% | Reduce −1.5% | 24,452,985 | $23.59 | $577M | −380,204 | −$223M |
| APG - API Group | 5.44% | Add +0.8% | 15,017,378 | $38.26 | $575M | +119,200 | +$63M |
| XPO - Xpo Logistics | 5.08% | Reduce −8.8% | 3,949,100 | $135.91 | $537M | −382,180 | −$23M |
| CIGI - Colliers Intl Group | 4.69% | Reduce −8.9% | 3,369,760 | $147.01 | $495M | −329,364 | −$82M |
| FOUR - Shift4 Pmts · CL A | 3.94% | Add +17.4% | 6,606,969 | $62.97 | $416M | +980,485 | −$19M |
| CVNA - Carvana · CL A | 3.69% | Add +3.6% | 925,045 | $422.02 | $390M | +32,568 | +$54M |
| FERG - Ferguson Enterprises | 3.29% | Add +43.4% | 1,561,342 | $222.63 | $348M | +472,372 | +$103M |
| RKT - Rocket Cos · CL A | 3.20% | Add +58.9% | 17,470,197 | $19.36 | $338M | +6,478,961 | +$125M |
| SHOP - Shopify · CL A | 3.11% | Reduce −55.0% | 2,043,219 | $160.97 | $329M | −2,500,616 | −$346M |
| AYI - Acuity | 2.78% | Reduce −40.2% | 815,322 | $360.04 | $294M | −548,297 | −$176M |
| MDLN - Medline · CL A | 2.74% | New | 6,900,000 | $42.00 | $290M | +6,900,000 | +$290M |
| PRVA - Privia Health Group | 2.71% | Add +3.4% | 12,087,843 | $23.71 | $287M | +396,158 | −$5M |
| OPCH - Option Care Health | 2.71% | Add +21.0% | 8,991,254 | $31.86 | $286M | +1,559,485 | +$80M |
| AFRM - Affirm · CL A | 2.59% | Reduce −41.3% | 3,681,173 | $74.43 | $274M | −2,587,342 | −$184M |
| Q - Qnity | 2.16% | New | 2,800,861 | $81.65 | $229M | +2,800,861 | +$229M |
| VEEV - Veeva Sys · CL A | 2.01% | Reduce −24.4% | 951,896 | $223.23 | $212M | −306,957 | −$163M |
| ULS - Ul Solutions · CLASS A | 1.91% | New | 2,563,523 | $78.86 | $202M | +2,563,523 | +$202M |
| CLH - Clean Harbors | 1.85% | Add +45.5% | 834,763 | $234.48 | $196M | +261,097 | +$63M |
| WRBY - Warby Parker · CL A | 1.51% | Reduce −16.5% | 7,310,605 | $21.79 | $159M | −1,442,002 | −$82M |
| VSEC - VSE | 1.44% | Add +1.6% | 879,228 | $172.77 | $152M | +14,211 | +$8M |
| DSGX - Descartes Sys Group | 1.42% | New | 1,710,202 | $87.66 | $150M | +1,710,202 | +$150M |
| SRAD - Sportradar Group AG · CLASS A | 1.34% | New | 5,956,331 | $23.77 | $142M | +5,956,331 | +$142M |
| TWLO - Twilio · CL A | 1.29% | New | 962,089 | $142.24 | $137M | +962,089 | +$137M |
| TECH - Bio-Techne | 1.16% | Add +49.6% | 2,088,891 | $58.81 | $123M | +692,925 | +$45M |
| YOU - Clear Secure · CL A | 1.15% | Reduce −45.6% | 3,461,549 | $35.08 | $121M | −2,904,818 | −$91M |
| GSHD - Goosehead Ins · CL A | 1.09% | Add +1.3% | 1,562,969 | $73.65 | $115M | +20,783 | +$343K |
| APP - Applovin · CL A | 1.04% | Reduce −13.0% | 163,405 | $673.82 | $110M | −24,431 | −$25M |
| BKNG - Booking | 0.93% | Reduce −67.0% | 18,274 | $5,355 | $98M | −37,045 | −$201M |
| RBLX - Roblox · CL A | 0.89% | Reduce −67.1% | 1,162,730 | $81.03 | $94M | −2,367,252 | −$395M |
| CBZ - CBIZ | 0.78% | Reduce −58.4% | 1,631,969 | $50.45 | $82M | −2,293,098 | −$126M |
| TOST - Toast · CL A | 0.77% | Reduce −63.9% | 2,299,023 | $35.51 | $82M | −4,061,875 | −$151M |
| FSV - Firstservice | 0.64% | Reduce −80.3% | 436,598 | $155.53 | $68M | −1,780,122 | −$297M |
| FIG - Figma · CLASS A | 0.61% | Reduce −67.8% | 1,727,263 | $37.37 | $65M | −3,642,117 | −$214M |
| ANDG - Andersen Group · CL A | 0.41% | New | 1,670,485 | $25.93 | $43M | +1,670,485 | +$43M |
| AUR - Aurora Innovation · CLASS A | 0.25% | Reduce −43.8% | 6,768,585 | $3.84 | $26M | −5,275,578 | −$39M |
| IWM - Ishares Tr | 0.23% | New | 96,776 | $246.16 | $24M | +96,776 | +$24M |
| DUOL - Duolingo · CL A | 0.20% | Reduce −86.4% | 119,181 | $175.50 | $21M | −755,738 | −$261M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ENTG - Entegris | 2.58% | Exit | 0 | $92.46 | $348M | −3,765,035 | −$348M |
| FLUT - Flutter Entmt | 2.34% | Exit | 0 | $254.00 | $316M | −1,243,988 | −$316M |
| WST - West Pharmaceutical Svsc | 2.28% | Exit | 0 | $262.33 | $308M | −1,172,583 | −$308M |
| INTU - Intuit | 2.21% | Exit | 0 | $682.91 | $299M | −437,256 | −$299M |
| ESAB — | 1.61% | Exit | 0 | $111.74 | $217M | −1,945,854 | −$217M |
| WIX — | 1.36% | Exit | 0 | $177.63 | $183M | −1,031,844 | −$183M |
| HUBS - Hubspot | 1.13% | Exit | 0 | $467.80 | $153M | −326,711 | −$153M |
| FND - Floor & Decor · CL A | 0.90% | Exit | 0 | $73.70 | $121M | −1,645,369 | −$121M |
| Masimo | 0.68% | Exit | 0 | $147.55 | $92M | −620,619 | −$92M |
| RH | 0.33% | Exit | 0 | $203.16 | $45M | −221,434 | −$45M |
| BIRK - Birkenstock | 0.30% | Exit | 0 | $45.25 | $40M | −886,660 | −$40M |
| XMTR - Xometry · CLASS A | 0.27% | Exit | 0 | $54.47 | $36M | −669,274 | −$36M |
| ROP - Roper Technologies | 0.21% | Exit | 0 | $498.69 | $28M | −56,448 | −$28M |
| Outset Med | 0.11% | Exit | 0 | $14.12 | $14M | −1,023,706 | −$14M |
| VIA - Via Transn · CL A | 0.07% | Exit | 0 | $48.08 | $10M | −200,000 | −$10M |
| Sweetgreen · CL A | 0.04% | Exit | 0 | $7.98 | $5M | −663,890 | −$5M |
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