Henry Ellenbogen - Durable Capital Partners
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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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| 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 |
| AYI | ACUITY INC | Reduce -56.4% | 1.03% | 355,729 | $99.68M | $280.22 | $257.04 - $380.17(19%)$373.33 -> $280.22 |
| 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 |
| XPO | XPO INC | Reduce -25.7% | 5.88% | 2,935,934 | $571.19M | $194.55 | $135.14 - $220.50(70%)$138.79 -> $194.55 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 | — | - |