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
Latest book
| RBC - Rbc Bearings | 10.70% | Reduce −24.9% | 1,708,921 | $644.06 | $1.1B | −566,715 | −$135M |
| DASH - Doordash · CL A | 7.46% | Reduce −2.8% | 4,154,183 | $184.53 | $767M | −121,823 | +$125M |
| Q - Qnity | 7.23% | Reduce −10.5% | 4,553,414 | $163.31 | $744M | −534,694 | +$157M |
| FERG - Ferguson Enterprises | 6.88% | Add +35.9% | 2,979,735 | $237.33 | $707M | +787,760 | +$196M |
| MELI - Mercadolibre | 5.10% | Reduce −12.0% | 308,663 | $1,697 | $524M | −42,182 | −$83M |
| APG - API Group | 5.00% | Reduce −17.9% | 12,131,313 | $42.35 | $514M | −2,643,923 | −$85M |
| XPO - Xpo Logistics | 4.84% | Reduce −17.4% | 2,424,919 | $205.29 | $498M | −511,015 | −$73M |
| CVNA - Carvana · CL A | 4.30% | Add +575.0% | 6,720,882 | $65.82 | $442M | +5,725,141 | +$129M |
| Madison Air Solutions · CL A | 3.87% | New | 10,196,486 | $39.00 | $398M | +10,196,486 | +$398M |
| TWLO - Twilio · CL A | 3.70% | New | 1,846,153 | $206.33 | $381M | +1,846,153 | +$381M |
| AFRM - Affirm · CL A | 3.51% | Reduce −21.7% | 4,425,406 | $81.55 | $361M | −1,224,028 | +$102M |
| FN - Fabrinet | 3.30% | Add +178.7% | 603,340 | $562.08 | $339M | +386,868 | +$226M |
| PRVA - Privia Health Group | 2.91% | Reduce −3.7% | 11,635,948 | $25.73 | $299M | −451,895 | +$51M |
| ULS - Ul Solutions · CLASS A | 2.91% | Reduce −10.8% | 2,937,488 | $101.86 | $299M | −354,028 | +$17M |
| CRH - CRH PLC | 2.77% | Add +80.4% | 2,665,296 | $107.00 | $285M | +1,187,519 | +$130M |
| SHOP - Shopify · CL A | 2.59% | Add +140.3% | 2,335,694 | $114.18 | $267M | +1,363,880 | +$151M |
| CLH - Clean Harbors | 2.59% | Reduce −15.1% | 892,405 | $298.75 | $267M | −158,568 | −$35M |
| RKT - Rocket Cos · CL A | 2.53% | Reduce −14.6% | 16,488,238 | $15.75 | $260M | −2,817,487 | −$15M |
| VSEC - VSE | 2.18% | Reduce −30.2% | 980,310 | $228.50 | $224M | −424,461 | −$35M |
| FLS - Flowserve | 2.10% | Add +205.8% | 2,911,004 | $74.16 | $216M | +1,959,206 | +$146M |
| FOUR - Shift4 Pmts · CL A | 2.09% | Reduce −28.3% | 4,423,633 | $48.64 | $215M | −1,742,160 | −$54M |
| WRBY - Warby Parker · CL A | 1.89% | Hold | 6,396,513 | $30.34 | $194M | — | — |
| OPCH - Option Care Health | 1.26% | Reduce −31.4% | 6,163,722 | $20.97 | $129M | −2,827,532 | −$113M |
| MDLN - Medline · CL A | 1.01% | Reduce −63.8% | 2,627,321 | $39.44 | $104M | −4,638,532 | −$220M |
| XMTR - Xometry · CLASS A | 0.95% | Add +1731.9% | 1,014,976 | $96.52 | $98M | +959,571 | +$96M |
| WIX — | 0.90% | Hold | 2,041,688 | $45.37 | $93M | — | — |
| GSHD - Goosehead Ins · CL A | 0.87% | Add +17.5% | 1,837,151 | $48.50 | $89M | +274,182 | +$22M |
| AUR - Aurora Innovation · CLASS A | 0.72% | Add +632.8% | 10,889,415 | $6.82 | $74M | +9,403,379 | +$68M |
| CPNG - Coupang · CL A | 0.66% | Reduce −69.8% | 3,881,925 | $17.37 | $67M | −8,984,881 | −$175M |
| ANDG - Andersen Group · CL A | 0.61% | Hold | 1,670,485 | $37.72 | $63M | — | — |
| AIT — | 0.53% | Reduce −45.4% | 162,070 | $338.15 | $55M | −134,531 | −$24M |
| ENTG - Entegris | 0.51% | Reduce −69.8% | 293,139 | $179.86 | $53M | −678,562 | −$61M |
| ROL - Rollins | 0.47% | New | 1,165,673 | $41.74 | $49M | +1,165,673 | +$49M |
| AGL - Agilon Health | 0.46% | New | 440,642 | $107.18 | $47M | +440,642 | +$47M |
| TECH - Bio-Techne | 0.34% | Reduce −88.7% | 501,963 | $70.65 | $35M | −3,954,054 | −$197M |
| AYI - Acuity | 0.25% | Reduce −80.7% | 68,646 | $376.66 | $26M | −287,083 | −$74M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| IWM - Ishares Tr | 2.62% | Exit | 0 | $248.00 | $255M | −1,027,614 | −$255M |
| YOU - Clear Secure · CL A | 1.48% | Exit | 0 | $48.41 | $144M | −2,971,595 | −$144M |
| CIGI - Colliers Intl Group | 0.91% | Exit | 0 | $106.89 | $89M | −828,839 | −$89M |
| RBLX - Roblox · CL A | 0.38% | Exit | 0 | $56.56 | $37M | −646,429 | −$37M |
| ESAB — | 0.03% | Exit | 0 | $96.66 | $3M | −34,315 | −$3M |
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