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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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| ENTG | ENTEGRIS INC | Reduce -69.8% | 0.51% | 293,139 | $52.72M | $179.86 | $112.88 - $186.94(90%)$118.71 -> $179.86 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |