As of Q1 2026, this manager reported 37 long-equity positions worth $9.71B in aggregate.
As of Q1 2026, Henry Ellenbogen's Durable Capital Partners held 37 long-equity positions with a reported value of $9.71B.
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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 Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | Add +961.9% | 2.62% | 1,027,614 | $254.85M | $248.00 | $238.69 - $271.60(28%)$248.78 -> $248.00 |
| TECH | BIO-TECHNE CORP | Add +113.3% | 2.40% | 4,456,017 | $232.87M | $52.26 | $48.25 - $72.16(17%)$59.65 -> $52.26 |
| Q | QNITY ELECTRONICS INC | Add +81.7% | 6.04% | 5,088,108 | $587.07M | $115.38 | $81.61 - $140.60(57%)$84.98 -> $115.38 |
| AUR | AURORA INNOVATION INC | Reduce -78.0% | 0.06% | 1,486,036 | $6.12M | $4.12 | $3.75 - $5.08(28%)$3.87 -> $4.12 |
| CIGI | COLLIERS INTL GROUP INC | Reduce -75.4% | 0.91% | 828,839 | $88.59M | $106.89 | $95.66 - $149.67(21%)$145.22 -> $106.89 |
| VSEC | VSE CORP | Add +59.8% | 2.67% | 1,404,771 | $259.04M | $184.40 | $164.11 - $231.60(30%)$181.32 -> $184.40 |
| AYI | ACUITY INC | Reduce -56.4% | 1.03% | 355,729 | $99.68M | $280.22 | $257.04 - $380.17(19%)$373.33 -> $280.22 |
| AFRM | AFFIRM HLDGS INC | Add +53.5% | 2.66% | 5,649,434 | $258.86M | $45.82 | $42.09 - $84.65(9%)$74.03 -> $45.82 |
| SHOP | SHOPIFY INC | Reduce -52.4% | 1.19% | 971,814 | $115.28M | $118.62 | $104.92 - $170.90(21%)$157.20 -> $118.62 |
| CPNG | COUPANG INC | Reduce -47.4% | 2.50% | 12,866,806 | $242.93M | $18.88 | $16.74 - $23.70(31%)$23.37 -> $18.88 |
| RBLX | ROBLOX CORP | Reduce -44.4% | 0.38% | 646,429 | $36.56M | $56.56 | $51.23 - $91.09(13%)$80.95 -> $56.56 |
| FERG | FERGUSON ENTERPRISES INC | Add +40.4% | 5.26% | 2,191,975 | $511.3M | $233.26 | $214.51 - $271.64(33%)$225.02 -> $233.26 |
| ULS | UL SOLUTIONS INC | Add +28.4% | 2.90% | 3,291,516 | $282.12M | $85.71 | $68.38 - $89.45(82%)$80.91 -> $85.71 |
| CLH | CLEAN HARBORS INC | Add +25.9% | 3.10% | 1,050,973 | $301.35M | $286.73 | $233.73 - $298.12(82%)$243.44 -> $286.73 |
| XPO | XPO INC | Reduce -25.7% | 5.88% | 2,935,934 | $571.19M | $194.55 | $135.14 - $220.50(70%)$138.79 -> $194.55 |
| DASH | DOORDASH INC | Add +19.5% | 6.61% | 4,276,006 | $642.04M | $150.15 | $143.30 - $234.43(8%)$219.79 -> $150.15 |
| YOU | CLEAR SECURE INC | Reduce -14.2% | 1.48% | 2,971,595 | $143.85M | $48.41 | $30.98 - $56.51(68%)$34.38 -> $48.41 |
| MELI | MERCADOLIBRE INC | Add +13.9% | 6.24% | 350,845 | $606.62M | $1729.02 | $1593.21 - $2342.00(18%)$1973.70 -> $1729.02 |
| WRBY | WARBY PARKER INC | Reduce -12.5% | 1.39% | 6,396,513 | $134.77M | $21.07 | $19.96 - $30.00(11%)$22.62 -> $21.07 |
| RKT | ROCKET COS INC | Add +10.5% | 2.83% | 19,305,725 | $275.11M | $14.25 | $13.43 - $24.36(8%)$19.88 -> $14.25 |
| CVNA | CARVANA CO | Add +7.6% | 3.22% | 995,741 | $313.04M | $314.38 | $54.46 - $97.38(100%)$80.05 -> $62.88 |
| FOUR | SHIFT4 PMTS INC | Reduce -6.7% | 2.78% | 6,165,793 | $269.63M | $43.73 | $40.60 - $68.57(11%)$62.68 -> $43.73 |
| MDLN | MEDLINE INC | Add +5.3% | 3.33% | 7,265,853 | $323.33M | $44.50 | $38.50 - $50.88(48%)$40.62 -> $44.50 |
| RBC | RBC BEARINGS INC | Reduce -3.0% | 12.72% | 2,275,636 | $1.24B | $543.12 | $447.35 - $589.17(68%)$458.79 -> $543.12 |
| WIX | WIX COM LTD | New | 1.89% | 2,041,688 | $183.89M | $90.07 | $60.22 - $106.43(65%)$100.97 -> $90.07 |
| APG | API GROUP CORP | Reduce -1.6% | 6.16% | 14,775,236 | $598.69M | $40.52 | $38.26 - $46.89(26%)$38.97 -> $40.52 |
| CRHCF | CRH PLC | New | 1.60% | 1,477,777 | $155.34M | — | - |
| ENTG | ENTEGRIS INC | New | 1.17% | 971,701 | $113.92M | $117.24 | $85.36 - $142.50(56%)$89.56 -> $117.24 |
| FN | FABRINET | New | 1.16% | 216,472 | $112.89M | $521.52 | $412.08 - $632.99(50%)$479.42 -> $521.52 |
| AIT | APPLIED INDL TECHNOLOGIES IN | New | 0.81% | 296,601 | $78.69M | $265.32 | $250.90 - $296.70(31%)$259.63 -> $265.32 |
| FLS | FLOWSERVE CORP | New | 0.72% | 951,798 | $69.97M | $73.51 | $68.89 - $92.41(20%)$70.75 -> $73.51 |
| ESAB | ESAB CORPORATION | New | 0.03% | 34,315 | $3.32M | $96.66 | $89.41 - $137.42(15%)$112.57 -> $96.66 |
| XMTR | XOMETRY INC | New | 0.02% | 55,405 | $2.26M | $40.84 | $35.86 - $73.87(13%)$62.76 -> $40.84 |
| APP | APPLOVIN CORP | Sold | — | 0 | $0 | — | - |
| BKNG | BOOKING HOLDINGS INC | Sold | — | 0 | $0 | — | - |
| CBZ | CBIZ INC | Sold | — | 0 | $0 | — | - |
| DSGX | DESCARTES SYS GROUP INC | Sold | — | 0 | $0 | — | - |
| DUOL | DUOLINGO INC | Sold | — | 0 | $0 | — | - |
| FIG | FIGMA INC | Sold | — | 0 | $0 | — | - |
| FSV | FIRSTSERVICE CORP NEW | Sold | — | 0 | $0 | — | - |
| SRAD | SPORTRADAR GROUP AG | Sold | — | 0 | $0 | — | - |
| TOST | TOAST INC | Sold | — | 0 | $0 | — | - |
| TWLO | TWILIO INC | Sold | — | 0 | $0 | — | - |
| VEEV | VEEVA SYS INC | Sold | — | 0 | $0 | — | - |