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 (-42 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) | $232.73 | $645.73 (+177%) | 2026-03-31 |
| DASH DoorDash, Inc. Class A Common Stock | 6.6% | 4.3M | $642M | ▲ 19% (+697K) | $98.89 | $172.08 (+74%) | 2026-03-31 |
| MELI Mercado Libre, Inc | 6.2% | 351K | $607M | ▲ 14% (+43K) | $1,950.87 | $1,589.45 (−19%) | 2026-03-31 |
| APG APi Group Corporation | 6.2% | 14.8M | $599M | ▼ 1.6% (−242K) | $33.02 | $42.78 (+30%) | 2026-03-31 |
| Q Qnity Electronics, Inc. | 6.0% | 5.1M | $587M | ▲ 82% (+2.3M) | $81.65 | $175.64 (+115%) | 2026-03-31 |
| XPO XPO, Inc. | 5.9% | 2.9M | $571M | ▼ 26% (−1.0M) | $131.15 | $201.19 (+53%) | 2026-03-31 |
| FERG Ferguson Enterprises Inc. | 5.3% | 2.2M | $511M | ▲ 40% (+631K) | $160.23 | $237.28 (+48%) | 2026-03-31 |
| MDLN Medline Inc. Class A common stock | 3.3% | 7.3M | $323M | ▲ 5.3% (+366K) | $42.00 | $34.71 (−17%) | 2026-03-31 |
| CVNA Carvana Co. | 3.2% | 996K | $313M | ▲ 7.6% (+71K) | $128.72 | $66.67 (−48%) | 2026-03-31 |
| CLH Clean Harbors, Inc | 3.1% | 1.1M | $301M | ▲ 26% (+216K) | $232.22 | $289.36 (+25%) | 2026-03-31 |
| ULS UL Solutions Inc. | 2.9% | 3.3M | $282M | ▲ 28% (+728K) | $78.86 | $89.71 (+14%) | 2026-03-31 |
| RKT Rocket Companies, Inc. | 2.8% | 19.3M | $275M | ▲ 11% (+1.8M) | $19.38 | $13.34 (−31%) | 2026-03-31 |
| FOUR Shift4 Payments, Inc. | 2.8% | 6.2M | $270M | ▼ 6.7% (−441K) | $75.80 | $38.57 (−49%) | 2026-03-31 |
| VSEC VSE Corp | 2.7% | 1.4M | $259M | ▲ 60% (+526K) | $88.28 | $215.55 (+144%) | 2026-03-31 |
| AFRM Affirm Holdings, Inc. Class A Common Stock | 2.7% | 5.6M | $259M | ▲ 53% (+2.0M) | $40.82 | $72.20 (+77%) | 2026-03-31 |
| IWM Ishares Tr | 2.6% | 1.0M | $255M | ▲ 962% (+931K) | $178.40 | $298.18 (+67%) | 2026-03-31 |
| PRVA Privia Health Group, Inc. Common Stock | 2.6% | 12.1M | $249M | — | $26.11 | $23.49 (−10%) | 2026-03-31 |
| CPNG Coupang, Inc. | 2.5% | 12.9M | $243M | ▼ 47% (−11.6M) | $16.00 | $17.31 (+8%) | 2026-03-31 |
| OPCH Option Care Health, Inc. Common Stock | 2.5% | 9.0M | $242M | — | $31.30 | $21.30 (−32%) | 2026-03-31 |
| TECH Bio-Techne Corp. | 2.4% | 4.5M | $233M | ▲ 113% (+2.4M) | $55.63 | $55.61 (−0%) | 2026-03-31 |
| WIX WIX.com Ltd. | 1.9% | 2.0M | $184M | NEW (+2.0M) | $214.55 | $41.86 (−80%) | 2026-03-31 |
| CRH CRH Public Limited Company | 1.6% | 1.5M | $155M | NEW (+1.5M) | $105.12 | $111.25 (+6%) | 2026-03-31 |
| YOU Clear Secure, Inc. | 1.5% | 3.0M | $144M | ▼ 14% (−490K) | $26.17 | $51.96 (+99%) | 2026-03-31 |
| WRBY Warby Parker Inc. | 1.4% | 6.4M | $135M | ▼ 13% (−914K) | $10.59 | $26.99 (+155%) | 2026-03-31 |
| SHOP Shopify Inc. Class A subordinate voting shares | 1.2% | 972K | $115M | ▼ 52% (−1.1M) | $77.90 | $107.98 (+39%) | 2026-03-31 |
| ENTG Entegris Inc | 1.2% | 972K | $114M | NEW (+972K) | $110.82 | $184.00 (+66%) | 2026-03-31 |
| FN Fabrinet | 1.2% | 216K | $113M | NEW (+216K) | $521.52 | $617.09 (+18%) | 2026-03-31 |
| AYI Acuity Inc. | 1.0% | 356K | $100M | ▼ 56% (−460K) | $275.39 | $321.67 (+17%) | 2026-03-31 |
| CIGI Colliers International Group Inc. Subordinate Voting Shares | 0.9% | 829K | $89M | ▼ 75% (−2.5M) | $105.55 | $89.61 (−15%) | 2026-03-31 |
| AIT Applied Industrial Technologies, Inc. | 0.8% | 297K | $79M | NEW (+297K) | $265.32 | $338.07 (+27%) | 2026-03-31 |
| FLS Flowserve Corporation | 0.7% | 952K | $70M | NEW (+952K) | $73.51 | $81.58 (+11%) | 2026-03-31 |
| GSHD Goosehead Insurance, Inc. Class A Common Stock | 0.7% | 1.6M | $67M | — | $52.20 | $39.01 (−25%) | 2026-03-31 |
| ANDG Andersen Group Inc. | 0.5% | 1.7M | $45M | — | $25.93 | $35.93 (+39%) | 2026-03-31 |
| RBLX Roblox Corporation | 0.4% | 646K | $37M | ▼ 44% (−516K) | $57.86 | $47.27 (−18%) | 2026-03-31 |
| AUR Aurora Innovation, Inc. Class A Common Stock | 0.1% | 1.5M | $6M | ▼ 78% (−5.3M) | $2.35 | $6.56 (+179%) | 2026-03-31 |
| ESAB ESAB Corporation | 0.0% | 34K | $3M | NEW (+34K) | $116.50 | $102.28 (−12%) | 2026-03-31 |
| XMTR Xometry, Inc. Class A Common Stock | 0.0% | 55K | $2M | NEW (+55K) | $54.47 | $91.56 (+68%) | 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), -42 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.