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 | 12.72% | Reduce −3.0% | 2,275,636 | $543.12 | $1.2B | −69,275 | +$184M |
| DASH - Doordash · CL A | 6.61% | Add +19.5% | 4,276,006 | $150.15 | $642M | +697,261 | −$168M |
| MELI - Mercadolibre | 6.24% | Add +13.9% | 350,845 | $1,729 | $607M | +42,913 | −$14M |
| APG - API Group | 6.16% | Reduce −1.6% | 14,775,236 | $40.52 | $599M | −242,142 | +$24M |
| Q - Qnity | 6.04% | Add +81.7% | 5,088,108 | $115.38 | $587M | +2,287,247 | +$358M |
| XPO - Xpo Logistics | 5.88% | Reduce −25.7% | 2,935,934 | $194.55 | $571M | −1,013,166 | +$34M |
| FERG - Ferguson Enterprises | 5.26% | Add +40.4% | 2,191,975 | $233.26 | $511M | +630,633 | +$164M |
| MDLN - Medline · CL A | 3.33% | Add +5.3% | 7,265,853 | $44.50 | $323M | +365,853 | +$34M |
| CVNA - Carvana · CL A | 3.22% | Add +7.6% | 995,741 | $314.38 | $313M | +70,696 | −$77M |
| CLH - Clean Harbors | 3.10% | Add +25.9% | 1,050,973 | $286.73 | $301M | +216,210 | +$106M |
| ULS - Ul Solutions · CLASS A | 2.90% | Add +28.4% | 3,291,516 | $85.71 | $282M | +727,993 | +$80M |
| RKT - Rocket Cos · CL A | 2.83% | Add +10.5% | 19,305,725 | $14.25 | $275M | +1,835,528 | −$63M |
| FOUR - Shift4 Pmts · CL A | 2.78% | Reduce −6.7% | 6,165,793 | $43.73 | $270M | −441,176 | −$146M |
| VSEC - VSE | 2.67% | Add +59.8% | 1,404,771 | $184.40 | $259M | +525,543 | +$107M |
| AFRM - Affirm · CL A | 2.66% | Add +53.5% | 5,649,434 | $45.82 | $259M | +1,968,261 | −$15M |
| IWM - Ishares Tr | 2.62% | Add +961.8% | 1,027,614 | $248.00 | $255M | +930,838 | +$231M |
| PRVA - Privia Health Group | 2.56% | Hold | 12,087,843 | $20.57 | $249M | — | — |
| CPNG - Coupang · CL A | 2.50% | Reduce −47.4% | 12,866,806 | $18.88 | $243M | −11,586,179 | −$334M |
| OPCH - Option Care Health | 2.49% | Hold | 8,991,254 | $26.92 | $242M | — | — |
| TECH - Bio-Techne | 2.40% | Add +113.3% | 4,456,017 | $52.26 | $233M | +2,367,126 | +$110M |
| WIX — | 1.89% | New | 2,041,688 | $90.07 | $184M | +2,041,688 | +$184M |
| CRH - CRH PLC | 1.60% | New | 1,477,777 | $105.12 | $155M | +1,477,777 | +$155M |
| YOU - Clear Secure · CL A | 1.48% | Reduce −14.2% | 2,971,595 | $48.41 | $144M | −489,954 | +$22M |
| WRBY - Warby Parker · CL A | 1.39% | Reduce −12.5% | 6,396,513 | $21.07 | $135M | −914,092 | −$25M |
| SHOP - Shopify · CL A | 1.19% | Reduce −52.4% | 971,814 | $118.62 | $115M | −1,071,405 | −$214M |
| ENTG - Entegris | 1.17% | New | 971,701 | $117.24 | $114M | +971,701 | +$114M |
| FN - Fabrinet | 1.16% | New | 216,472 | $521.52 | $113M | +216,472 | +$113M |
| AYI - Acuity | 1.03% | Reduce −56.4% | 355,729 | $280.22 | $100M | −459,593 | −$194M |
| CIGI - Colliers Intl Group | 0.91% | Reduce −75.4% | 828,839 | $106.89 | $89M | −2,540,921 | −$407M |
| AIT — | 0.81% | New | 296,601 | $265.32 | $79M | +296,601 | +$79M |
| FLS - Flowserve | 0.72% | New | 951,798 | $73.51 | $70M | +951,798 | +$70M |
| GSHD - Goosehead Ins · CL A | 0.69% | Hold | 1,562,969 | $42.66 | $67M | — | — |
| ANDG - Andersen Group · CL A | 0.47% | Hold | 1,670,485 | $27.20 | $45M | — | — |
| RBLX - Roblox · CL A | 0.38% | Reduce −44.4% | 646,429 | $56.56 | $37M | −516,301 | −$58M |
| AUR - Aurora Innovation · CL A | 0.06% | Reduce −78.0% | 1,486,036 | $4.12 | $6M | −5,282,549 | −$20M |
| ESAB — | 0.03% | New | 34,315 | $96.66 | $3M | +34,315 | +$3M |
| XMTR - Xometry · CLASS A | 0.02% | New | 55,405 | $40.84 | $2M | +55,405 | +$2M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| VEEV - Veeva Sys · CL A | 2.01% | Exit | 0 | $223.23 | $212M | −951,896 | −$212M |
| DSGX - Descartes Sys Group | 1.42% | Exit | 0 | $87.66 | $150M | −1,710,202 | −$150M |
| SRAD - Sportradar Group AG · CLASS A | 1.34% | Exit | 0 | $23.77 | $142M | −5,956,331 | −$142M |
| TWLO - Twilio · CL A | 1.29% | Exit | 0 | $142.24 | $137M | −962,089 | −$137M |
| APP - Applovin · CL A | 1.04% | Exit | 0 | $673.82 | $110M | −163,405 | −$110M |
| BKNG - Booking | 0.93% | Exit | 0 | $5,355 | $98M | −18,274 | −$98M |
| CBZ - CBIZ | 0.78% | Exit | 0 | $50.45 | $82M | −1,631,969 | −$82M |
| TOST - Toast · CL A | 0.77% | Exit | 0 | $35.51 | $82M | −2,299,023 | −$82M |
| FSV - Firstservice | 0.64% | Exit | 0 | $155.53 | $68M | −436,598 | −$68M |
| FIG - Figma · CLASS A | 0.61% | Exit | 0 | $37.37 | $65M | −1,727,263 | −$65M |
| DUOL - Duolingo · CL A | 0.20% | Exit | 0 | $175.50 | $21M | −119,181 | −$21M |
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