Henry Ellenbogen
Henry Ellenbogen's Durable Capital Partners LP holds 37 U.S.-equity positions worth $9.7B (SEC 13F, Q1 2026). Top positions: RBC Bearings Incorporated 12.7%, DoorDash, Inc. Class A Common Stock 6.6%, Mercado Libre, Inc 6.2%. 13F-replication return is +30% over 3 years (-34 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| RBC RBC Bearings Incorporated | 12.7% | 2.3M | $1.2B | ▼ 3.0% (−69K) | $242.01 | $551.31 (+128%) | 2026-03-31 |
| DASH DoorDash, Inc. Class A Common Stock | 6.6% | 4.3M | $642M | ▲ 19% (+697K) | $205.94 | $196.16 (−5%) | 2026-03-31 |
| MELI Mercado Libre, Inc | 6.2% | 351K | $607M | ▲ 14% (+43K) | $2,147.94 | $1,877.95 (−13%) | 2026-03-31 |
| APG APi Group Corporation | 6.2% | 14.8M | $599M | ▼ 1.6% (−242K) | $25.34 | $39.68 (+57%) | 2026-03-31 |
| Q Qnity Electronics, Inc. | 6.0% | 5.1M | $587M | ▲ 82% (+2.3M) | $96.81 | $131.18 (+35%) | 2026-03-31 |
| XPO XPO, Inc. | 5.9% | 2.9M | $571M | ▼ 26% (−1.0M) | $121.28 | $200.97 (+66%) | 2026-03-31 |
| FERG Ferguson Enterprises Inc. | 5.3% | 2.2M | $511M | ▲ 40% (+631K) | $205.20 | $234.33 (+14%) | 2026-03-31 |
| MDLN Medline Inc. Class A common stock | 3.3% | 7.3M | $323M | ▲ 5.3% (+366K) | $42.13 | $39.28 (−7%) | 2026-03-31 |
| CVNA Carvana Co. | 3.2% | 996K | $313M | ▲ 7.6% (+71K) | $35.60 | $62.36 (+75%) | 2026-03-31 |
| CLH Clean Harbors, Inc | 3.1% | 1.1M | $301M | ▲ 26% (+216K) | $244.00 | $312.88 (+28%) | 2026-03-31 |
| ULS UL Solutions Inc. | 2.9% | 3.3M | $282M | ▲ 28% (+728K) | $80.38 | $91.64 (+14%) | 2026-03-31 |
| RKT Rocket Companies, Inc. | 2.8% | 19.3M | $275M | ▲ 11% (+1.8M) | $18.89 | $12.90 (−32%) | 2026-03-31 |
| FOUR Shift4 Payments, Inc. | 2.8% | 6.2M | $270M | ▼ 6.7% (−441K) | $77.08 | $53.00 (−31%) | 2026-03-31 |
| VSEC VSE Corp | 2.7% | 1.4M | $259M | ▲ 60% (+526K) | $131.58 | $194.39 (+48%) | 2026-03-31 |
| AFRM Affirm Holdings, Inc. Class A Common Stock | 2.7% | 5.6M | $259M | ▲ 53% (+2.0M) | $49.97 | $71.51 (+43%) | 2026-03-31 |
| IWM Ishares Tr | 2.6% | 1.0M | $255M | ▲ 962% (+931K) | $244.84 | $291.20 (+19%) | 2026-03-31 |
| PRVA Privia Health Group, Inc. Common Stock | 2.6% | 12.1M | $249M | — | $24.49 | $23.67 (−3%) | 2026-03-31 |
| CPNG Coupang, Inc. | 2.5% | 12.9M | $243M | ▼ 47% (−11.6M) | $21.05 | $16.35 (−22%) | 2026-03-31 |
| OPCH Option Care Health, Inc. Common Stock | 2.5% | 9.0M | $242M | — | $32.37 | $23.03 (−29%) | 2026-03-31 |
| TECH Bio-Techne Corp. | 2.4% | 4.5M | $233M | ▲ 113% (+2.4M) | $54.33 | $72.09 (+33%) | 2026-03-31 |
| WIX WIX.com Ltd. | 1.9% | 2.0M | $184M | NEW (+2.0M) | $140.76 | $55.03 (−61%) | 2026-03-31 |
| CRH CRH Public Limited Company | 1.6% | 1.5M | $155M | NEW (+1.5M) | $105.12 | $95.01 (−10%) | 2026-03-31 |
| YOU Clear Secure, Inc. | 1.5% | 3.0M | $144M | ▼ 14% (−490K) | $27.08 | $55.24 (+104%) | 2026-03-31 |
| WRBY Warby Parker Inc. | 1.4% | 6.4M | $135M | ▼ 13% (−914K) | $14.80 | $26.69 (+80%) | 2026-03-31 |
| SHOP Shopify Inc. Class A subordinate voting shares | 1.2% | 972K | $115M | ▼ 52% (−1.1M) | $89.46 | $117.15 (+31%) | 2026-03-31 |
| ENTG Entegris Inc | 1.2% | 972K | $114M | NEW (+972K) | $106.49 | $119.05 (+12%) | 2026-03-31 |
| FN Fabrinet | 1.2% | 216K | $113M | NEW (+216K) | $521.52 | $435.41 (−17%) | 2026-03-31 |
| AYI Acuity Inc. | 1.0% | 356K | $100M | ▼ 56% (−460K) | $291.81 | $328.39 (+13%) | 2026-03-31 |
| CIGI Colliers International Group Inc. Subordinate Voting Shares | 0.9% | 829K | $89M | ▼ 75% (−2.5M) | $122.10 | $98.55 (−19%) | 2026-03-31 |
| AIT Applied Industrial Technologies, Inc. | 0.8% | 297K | $79M | NEW (+297K) | $265.32 | $345.21 (+30%) | 2026-03-31 |
| FLS Flowserve Corporation | 0.7% | 952K | $70M | NEW (+952K) | $73.51 | $75.99 (+3%) | 2026-03-31 |
| GSHD Goosehead Insurance, Inc. Class A Common Stock | 0.7% | 1.6M | $67M | — | $86.65 | $62.00 (−28%) | 2026-03-31 |
| ANDG Andersen Group Inc. | 0.5% | 1.7M | $45M | — | $25.93 | $47.33 (+83%) | 2026-03-31 |
| RBLX Roblox Corporation | 0.4% | 646K | $37M | ▼ 44% (−516K) | $69.44 | $35.60 (−49%) | 2026-03-31 |
| AUR Aurora Innovation, Inc. Class A Common Stock | 0.1% | 1.5M | $6M | ▼ 78% (−5.3M) | $4.61 | $6.45 (+40%) | 2026-03-31 |
| ESAB ESAB Corporation | 0.0% | 34K | $3M | NEW (+34K) | $115.97 | $86.53 (−25%) | 2026-03-31 |
| XMTR Xometry, Inc. Class A Common Stock | 0.0% | 55K | $2M | NEW (+55K) | $54.47 | $85.72 (+57%) | 2026-03-31 |
FAQ ▾
What are Henry Ellenbogen's largest holdings?
As of the latest 13F: RBC Bearings Incorporated 12.7%, DoorDash, Inc. Class A Common Stock 6.6%, Mercado Libre, Inc 6.2%, APi Group Corporation 6.2%, Qnity Electronics, Inc. 6.0%.
How big is Durable Capital Partners LP's 13F portfolio?
$9.7B across 37 disclosed U.S.-equity positions.
What is Henry Ellenbogen's 3-year performance?
+30% (13F-replication, price return), -34 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.