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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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. 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 |
| 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 |
| 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 | — | - |
| 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 |
| 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 |
| XMTR | XOMETRY INC | Add +1731.9% | 0.95% | 1,014,976 | $97.97M | $96.52 | $39.39 - $99.86(94%)$41.78 -> $96.52 |
| 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 |
| 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 |