Durable Capital (Henry Ellenbogen)
Famous investors & activistsFiles as Durable Capital Partners LP (SEC CIK 1798849). Portfolio from its latest quarterly 13F-HR filing.
- $10.28B
- Tracked value
- 36
- Positions
- Q2 2026
- Portfolio as of
- Aug 14, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | RBCRBC Bearings INC | 10.7% | ▼ 24.9% | 1,708,921 | $1.1B |
| 2 | DASHDoorDash, Inc. | 7.5% | ▼ 2.8% | 4,154,183 | $766.57M |
| 3 | QQnity Electronics, Inc. | 7.2% | ▼ 10.5% | 4,553,414 | $743.62M |
| 4 | FERGFerguson Enterprises Inc. /DE/ | 6.9% | ▲ 35.9% | 2,979,735 | $707.18M |
| 5 | MELIMERCADOLIBRE INC | 5.1% | ▼ 12.0% | 308,663 | $523.92M |
| 6 | APGAPi Group Corp | 5.0% | ▼ 17.9% | 12,131,313 | $513.76M |
| 7 | XPOXPO, Inc. | 4.8% | ▼ 17.4% | 2,424,919 | $497.81M |
| 8 | CVNACARVANA CO. | 4.3% | ▲ 35.0% | 6,720,882 | $442.37M |
| 9 | MAIRMadison Air Solutions Corp | 3.9% | NEW | 10,196,486 | $397.66M |
| 10 | TWLOTWILIO INC | 3.7% | NEW | 1,846,153 | $380.92M |
| 11 | AFRMAffirm Holdings, Inc. | 3.5% | ▼ 21.7% | 4,425,406 | $360.89M |
| 12 | FNFabrinet | 3.3% | ▲ 179% | 603,340 | $339.13M |
| 13 | PRVAPrivia Health Group, Inc. | 2.9% | ▼ 3.7% | 11,635,948 | $299.39M |
| 14 | ULSUL Solutions Inc. | 2.9% | ▼ 10.8% | 2,937,488 | $299.21M |
| 15 | CRHCRH PUBLIC LTD CO | 2.8% | ▲ 80.4% | 2,665,296 | $285.19M |
| 16 | SHOPSHOPIFY INC. | 2.6% | ▲ 140% | 2,335,694 | $266.69M |
| 17 | CLHCLEAN HARBORS INC | 2.6% | ▼ 15.1% | 892,405 | $266.61M |
| 18 | RKTRocket Companies, Inc. | 2.5% | ▼ 14.6% | 16,488,238 | $259.69M |
| 19 | VSECVSE CORP | 2.2% | ▼ 30.2% | 980,310 | $224M |
| 20 | FLSFLOWSERVE CORP | 2.1% | ▲ 206% | 2,911,004 | $215.88M |
| 21 | FOURShift4 Payments, Inc. | 2.1% | ▼ 28.3% | 4,423,633 | $215.17M |
| 22 | WRBYWarby Parker Inc. | 1.9% | unch. | 6,396,513 | $194.07M |
| 23 | OPCHOption Care Health, Inc. | 1.3% | ▼ 31.4% | 6,163,722 | $129.25M |
| 24 | MDLNMedline Inc. | 1.0% | ▼ 63.8% | 2,627,321 | $103.62M |
| 25 | XMTRXometry, Inc. | 1.0% | ▲ 1,732% | 1,014,976 | $97.97M |
| 26 | WIXWix.com Ltd. | 0.9% | unch. | 2,041,688 | $92.63M |
| 27 | GSHDGoosehead Insurance, Inc. | 0.9% | ▲ 17.5% | 1,837,151 | $89.1M |
| 28 | AURAurora Innovation, Inc. | 0.7% | ▲ 633% | 10,889,415 | $74.27M |
| 29 | CPNGCoupang, Inc. | 0.7% | ▼ 69.8% | 3,881,925 | $67.43M |
| 30 | ANDGAndersen Group Inc. | 0.6% | unch. | 1,670,485 | $63.01M |
| 31 | AITAPPLIED INDUSTRIAL TECHNOLOGIES INC | 0.5% | ▼ 45.4% | 162,070 | $54.8M |
| 32 | ENTGENTEGRIS INC | 0.5% | ▼ 69.8% | 293,139 | $52.72M |
| 33 | ROLROLLINS INC | 0.5% | NEW | 1,165,673 | $48.66M |
| 34 | AGLagilon health, inc. | 0.5% | NEW | 440,642 | $47.23M |
| 35 | TECHBIO-TECHNE Corp | 0.3% | ▼ 88.7% | 501,963 | $35.46M |
| 36 | AYIACUITY INC. (DE) | 0.3% | ▼ 80.7% | 68,646 | $25.86M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.