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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All activity
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| MAIR | MADISON AIR SOLUTIONS CORP | New | 3.87% | 10,196,486 | $397.66M | $39.00 | - |
| TWLO | TWILIO INC | New | 3.70% | 1,846,153 | $380.92M | $206.33 | $112.99 - $238.48(74%)$130.46 -> $206.33 |
| RBC | RBC BEARINGS INC | Reduce -24.9% | 10.70% | 1,708,921 | $1.1B | $644.06 | $535.57 - $667.69(82%)$551.99 -> $644.06 |
| TECH | BIO-TECHNE CORP | Reduce -88.7% | 0.34% | 501,963 | $35.46M | $70.65 | $43.20 - $71.23(98%)$53.48 -> $70.65 |
| FN | FABRINET | Add +178.7% | 3.30% | 603,340 | $339.13M | $562.08 | $502.01 - $748.89(24%)$534.98 -> $562.23 |
| FERG | FERGUSON ENTERPRISES INC | Add +35.9% | 6.88% | 2,979,735 | $707.18M | $237.33 | $214.44 - $268.95(42%)$239.06 -> $237.40 |
| MDLN | MEDLINE INC | Reduce -63.8% | 1.01% | 2,627,321 | $103.62M | $39.44 | $32.82 - $49.13(41%)$44.00 -> $39.44 |
| CPNG | COUPANG INC | Reduce -69.8% | 0.66% | 3,881,925 | $67.43M | $17.37 | $14.92 - $22.24(33%)$18.92 -> $17.37 |
| SHOP | SHOPIFY INC | Add +140.3% | 2.59% | 2,335,694 | $266.69M | $114.18 | $94.00 - $137.30(47%)$118.52 -> $114.18 |
| FLS | FLOWSERVE CORP | Add +205.8% | 2.10% | 2,911,004 | $215.88M | $74.16 | $63.27 - $88.38(43%)$75.40 -> $74.24 |
| CRHCF | CRH PLC | Add +80.4% | 2.77% | 2,665,296 | $285.19M | — | - |
| ENTG | ENTEGRIS INC | Reduce -69.8% | 0.51% | 293,139 | $52.72M | $179.86 | $112.88 - $186.94(90%)$118.71 -> $179.86 |
| CVNA | CARVANA CO | Add +35.0%5:1 split | 4.30% | 6,720,882 | $442.37M | $65.82 | $58.94 - $83.91(28%)$62.42 -> $65.81 |
| APG | API GROUP CORP | Reduce -17.9% | 5.00% | 12,131,313 | $513.76M | $42.35 | $39.75 - $49.99(25%)$41.53 -> $42.24 |
| AYI | ACUITY INC | Reduce -80.7% | 0.25% | 68,646 | $25.86M | $376.66 | $259.50 - $378.65(98%)$286.98 -> $376.36 |
| XPO | XPO INC | Reduce -17.4% | 4.84% | 2,424,919 | $497.81M | $205.29 | $193.33 - $232.05(31%)$198.43 -> $205.29 |
| ROL | ROLLINS INC | New | 0.47% | 1,165,673 | $48.66M | $41.74 | $41.50 - $57.44(2%)$53.49 -> $41.74 |
| AGL | AGILON HEALTH INC | New | 0.46% | 440,642 | $47.23M | $107.18 | $73.10 - $125.71(65%)$81.73 -> $108.71 |
| YOU | CLEAR SECURE INC | Sold | — | 0 | $0 | — | - |
| CIGI | COLLIERS INTL GROUP INC | Sold | — | 0 | $0 | — | - |
| ESAB | ESAB CORPORATION | Sold | — | 0 | $0 | — | - |
| IWM | ISHARES TR | Sold | — | 0 | $0 | — | - |
| RBLX | ROBLOX CORP | Sold | — | 0 | $0 | — | - |
| AFRM | AFFIRM HLDGS INC | Reduce -21.7% | 3.51% | 4,425,406 | $360.89M | $81.55 | $43.06 - $82.80(97%)$45.54 -> $81.30 |
| VSEC | VSE CORP | Reduce -30.2% | 2.18% | 980,310 | $224M | $228.50 | $156.22 - $232.61(95%)$191.86 -> $228.50 |
| XMTR | XOMETRY INC | Add +1731.9% | 0.95% | 1,014,976 | $97.97M | $96.52 | $39.39 - $99.86(94%)$41.78 -> $96.52 |
| Q | QNITY ELECTRONICS INC | Reduce -10.5% | 7.23% | 4,553,414 | $743.62M | $163.31 | $112.57 - $177.28(78%)$118.56 -> $163.31 |
| FOUR | SHIFT4 PMTS INC | Reduce -28.3% | 2.09% | 4,423,633 | $215.17M | $48.64 | $34.56 - $51.65(82%)$42.61 -> $48.66 |
| MELI | MERCADOLIBRE INC | Reduce -12.0% | 5.10% | 308,663 | $523.92M | $1697.39 | $1495.00 - $1903.00(50%)$1718.97 -> $1697.39 |
| AUR | AURORA INNOVATION INC | Add +632.8% | 0.72% | 10,889,415 | $74.27M | $6.82 | $3.95 - $8.56(62%)$4.18 -> $6.83 |
| OPCH | OPTION CARE HEALTH INC | Reduce -31.4% | 1.26% | 6,163,722 | $129.25M | $20.97 | $18.01 - $29.80(25%)$26.49 -> $20.97 |
| CLH | CLEAN HARBORS INC | Reduce -15.1% | 2.59% | 892,405 | $266.61M | $298.75 | $274.40 - $316.98(57%)$290.04 -> $298.51 |
| AIT | APPLIED INDL TECHNOLOGIES IN | Reduce -45.4% | 0.53% | 162,070 | $54.8M | $338.15 | $262.17 - $345.48(91%)$269.36 -> $339.02 |
| RKT | ROCKET COS INC | Reduce -14.6% | 2.53% | 16,488,238 | $259.69M | $15.75 | $12.37 - $17.36(68%)$14.43 -> $15.75 |
| ULS | UL SOLUTIONS INC | Reduce -10.8% | 2.91% | 2,937,488 | $299.21M | $101.86 | $81.83 - $107.54(78%)$84.57 -> $101.86 |
| DASH | DOORDASH INC | Reduce -2.9% | 7.46% | 4,154,183 | $766.57M | $184.53 | $146.11 - $191.17(85%)$150.50 -> $184.53 |
| GSHD | GOOSEHEAD INS INC | Add +17.5% | 0.87% | 1,837,151 | $89.1M | $48.50 | $33.68 - $54.94(70%)$41.80 -> $48.50 |
| PRVA | PRIVIA HEALTH GROUP INC | Reduce -3.7% | 2.91% | 11,635,948 | $299.39M | $25.73 | $20.36 - $26.03(95%)$21.07 -> $25.73 |