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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These are the positions the manager opened or added to this quarter, showing where they put more money to work. 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 |
| VSEC | VSE CORP | Add +59.8% | 2.67% | 1,404,771 | $259.04M | $184.40 | $164.11 - $231.60(30%)$181.32 -> $184.40 |
| 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 |
| 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 |
| DASH | DOORDASH INC | Add +19.5% | 6.61% | 4,276,006 | $642.04M | $150.15 | $143.30 - $234.43(8%)$219.79 -> $150.15 |
| MELI | MERCADOLIBRE INC | Add +13.9% | 6.24% | 350,845 | $606.62M | $1729.02 | $1593.21 - $2342.00(18%)$1973.70 -> $1729.02 |
| 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 |
| MDLN | MEDLINE INC | Add +5.3% | 3.33% | 7,265,853 | $323.33M | $44.50 | $38.50 - $50.88(48%)$40.62 -> $44.50 |
| WIX | WIX COM LTD | New | 1.89% | 2,041,688 | $183.89M | $90.07 | $60.22 - $106.43(65%)$100.97 -> $90.07 |
| 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 |