Henry Ellenbogen - Durable Capital Partners

As of Q2 2026, Henry Ellenbogen reported 36 long-equity positions worth $10.28B in aggregate.

Copy-investor backtest

Latest quarter: +8.60%
1-year: -8.04%
3-year: +24.30%
5-year: -12.64%
3-year vs S&P 500: -48.94%
5-year vs S&P 500: -86.73%
5-year top 5: -6.01%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Filing period

Updated 2026-08-14 from SEC 13F data.

Live quotes available for 35 of 41 rows. Rows without a quote are marked unavailable.


1	RBC	RBC BEARINGS INC	10.70%	Reduce -24.9%	1,708,921	$1.1B	$644.06
2	DASH	DOORDASH INC	7.46%	Reduce -2.9%	4,154,183	$766.57M	$184.53
3	Q	QNITY ELECTRONICS INC	7.23%	Reduce -10.5%	4,553,414	$743.62M	$163.31
4	FERG	FERGUSON ENTERPRISES INC	6.88%	Add +35.9%	2,979,735	$707.18M	$237.33
5	MELI	MERCADOLIBRE INC	5.10%	Reduce -12.0%	308,663	$523.92M	$1697.39
6	APG	API GROUP CORP	5.00%	Reduce -17.9%	12,131,313	$513.76M	$42.35
7	XPO	XPO INC	4.84%	Reduce -17.4%	2,424,919	$497.81M	$205.29
8	CVNA	CARVANA CO	4.30%	Add +35.0%5:1 split	6,720,882	$442.37M	$65.82
9	MAIR	MADISON AIR SOLUTIONS CORP	3.87%	New	10,196,486	$397.66M	$39.00	No quote
10	TWLO	TWILIO INC	3.70%	New	1,846,153	$380.92M	$206.33
11	AFRM	AFFIRM HLDGS INC	3.51%	Reduce -21.7%	4,425,406	$360.89M	$81.55
12	FN	FABRINET	3.30%	Add +178.7%	603,340	$339.13M	$562.08
13	PRVA	PRIVIA HEALTH GROUP INC	2.91%	Reduce -3.7%	11,635,948	$299.39M	$25.73
14	ULS	UL SOLUTIONS INC	2.91%	Reduce -10.8%	2,937,488	$299.21M	$101.86
15	CRHCF	CRH PLC	2.77%	Add +80.4%	2,665,296	$285.19M	No quote	No quote
16	SHOP	SHOPIFY INC	2.59%	Add +140.3%	2,335,694	$266.69M	$114.18
17	CLH	CLEAN HARBORS INC	2.59%	Reduce -15.1%	892,405	$266.61M	$298.75
18	RKT	ROCKET COS INC	2.53%	Reduce -14.6%	16,488,238	$259.69M	$15.75
19	VSEC	VSE CORP	2.18%	Reduce -30.2%	980,310	$224M	$228.50
20	FLS	FLOWSERVE CORP	2.10%	Add +205.8%	2,911,004	$215.88M	$74.16
21	FOUR	SHIFT4 PMTS INC	2.09%	Reduce -28.3%	4,423,633	$215.17M	$48.64
22	WRBY	WARBY PARKER INC	1.89%	-	6,396,513	$194.07M	$30.34
23	OPCH	OPTION CARE HEALTH INC	1.26%	Reduce -31.4%	6,163,722	$129.25M	$20.97
24	MDLN	MEDLINE INC	1.01%	Reduce -63.8%	2,627,321	$103.62M	$39.44
25	XMTR	XOMETRY INC	0.95%	Add +1731.9%	1,014,976	$97.97M	$96.52
26	WIX	WIX COM LTD	0.90%	-	2,041,688	$92.63M	$45.37
27	GSHD	GOOSEHEAD INS INC	0.87%	Add +17.5%	1,837,151	$89.1M	$48.50
28	AUR	AURORA INNOVATION INC	0.72%	Add +632.8%	10,889,415	$74.27M	$6.82
29	CPNG	COUPANG INC	0.66%	Reduce -69.8%	3,881,925	$67.43M	$17.37
30	ANDG	ANDERSEN GROUP INC	0.61%	-	1,670,485	$63.01M	$37.72
31	AIT	APPLIED INDL TECHNOLOGIES IN	0.53%	Reduce -45.4%	162,070	$54.8M	$338.15
32	ENTG	ENTEGRIS INC	0.51%	Reduce -69.8%	293,139	$52.72M	$179.86
33	ROL	ROLLINS INC	0.47%	New	1,165,673	$48.66M	$41.74
34	AGL	AGILON HEALTH INC	0.46%	New	440,642	$47.23M	$107.18
35	TECH	BIO-TECHNE CORP	0.34%	Reduce -88.7%	501,963	$35.46M	$70.65
36	AYI	ACUITY INC	0.25%	Reduce -80.7%	68,646	$25.86M	$376.66
41	RBLX	ROBLOX CORP	-	Sold	0	$0	No quote	No quote
40	IWM	ISHARES TR	-	Sold	0	$0	No quote	No quote
39	ESAB	ESAB CORPORATION	-	Sold	0	$0	No quote	No quote
38	CIGI	COLLIERS INTL GROUP INC	-	Sold	0	$0	No quote	No quote
37	YOU	CLEAR SECURE INC	-	Sold	0	$0	No quote	No quote