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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 34 of 52 rows. Rows without a quote are marked unavailable.
| 1 | BFAM | BRIGHT HORIZONS FAM SOL IN D | 6.22% | Add +308.4% | 4,260,161 | $499.29M | $117.20 | |
| 2 | IAC | IAC INTERACTIVECORP | 5.97% | Add +536.4% | 1,483,303 | $479.7M | $323.40 | No quote |
| 3 | WIX | WIX COM LTD | 5.67% | Add +1749.4% | 1,777,925 | $455.54M | $256.22 | |
| 4 | RDFN | REDFIN CORP | 4.75% | - | 9,093,415 | $381.11M | No quote | No quote |
| 5 | FSV | FIRSTSERVICE CORP NEW | 3.65% | Add +206.5% | 2,905,843 | $292.76M | $100.75 | |
| 6 | WST | WEST PHARMACEUTICAL SVSC INC | 3.51% | Add +31.6% | 1,241,191 | $281.96M | $227.17 | |
| 7 | KWR | QUAKER CHEM CORP | 3.49% | Add +78.3% | 1,508,330 | $280.02M | $185.65 | |
| 8 | BKI | BLACK KNIGHT INC | 3.48% | Add +336.1% | 3,851,355 | $279.45M | No quote | No quote |
| 9 | COUP | COUPA SOFTWARE INC | 3.45% | Add +63.4% | 998,531 | $276.63M | No quote | No quote |
| 10 | TWLO | TWILIO INC | 3.44% | Add +128.4% | 1,257,186 | $275.85M | $219.42 | |
| 11 | VRM | VROOM INC | 3.41% | New | 5,425,934 | $273.64M | $50.43 | No quote |
| 12 | INTU | INTUIT | 3.31% | Add +764.3% | 897,225 | $265.75M | $296.19 | |
| 13 | ROP | ROPER TECHNOLOGIES INC | 3.16% | Add +30.0% | 653,309 | $253.65M | $388.26 | |
| 14 | XP | XP INC | 3.14% | Add +9.3% | 6,010,358 | $252.5M | $42.01 | |
| 15 | MSCI | MSCI INC | 2.81% | Add +70.9% | 676,982 | $225.99M | $333.82 | |
| 16 | SHOP | SHOPIFY INC | 2.75% | New | 232,915 | $221.08M | $949.20 | |
| 17 | RH | RH | 2.56% | New | 824,329 | $205.18M | $248.90 | |
| 18 | LII | LENNOX INTL INC | 2.55% | Add +2574.7% | 880,365 | $205.12M | $232.99 | |
| 19 | SAM | BOSTON BEER INC | 2.45% | New | 367,086 | $197M | $536.65 | |
| 20 | DDOG | DATADOG INC | 2.44% | Add +321.0% | 2,250,133 | $195.65M | $86.95 | |
| 21 | WCN | WASTE CONNECTIONS INC | 2.23% | Add +212.9% | 1,908,390 | $178.99M | $93.79 | |
| 22 | CARG | CARGURUS INC | 2.10% | Add +144.8% | 6,644,147 | $168.43M | No quote | No quote |
| 23 | TEAM | ATLASSIAN CORP PLC | 2.10% | Add +12.9% | 933,559 | $168.29M | No quote | No quote |
| 24 | IR | INGERSOLL RAND INC | 1.88% | Add +108.8% | 5,364,757 | $150.86M | $28.12 | |
| 25 | IDXX | IDEXX LABS INC | 1.87% | Add +100.3% | 455,834 | $150.5M | $330.16 | |
| 26 | RBC | RBC BEARINGS INC | 1.74% | Add +161.2% | 1,042,279 | $139.71M | $134.04 | |
| 27 | CDAY | CERIDIAN HCM HLDG INC | 1.62% | Add +41.3% | 1,638,147 | $129.86M | No quote | No quote |
| 28 | MTN | VAIL RESORTS INC | 1.48% | Add +10.5% | 652,618 | $118.87M | $182.15 | |
| 29 | JBHT | HUNT J B TRANS SVCS INC | 1.48% | New | 985,129 | $118.55M | $120.34 | |
| 30 | EXAS | EXACT SCIENCES CORP | 1.26% | Add +1072.8% | 1,166,192 | $101.39M | $86.94 | No quote |
| 31 | FTCH | FARFETCH LTD | 1.23% | Add +265.9% | 5,725,351 | $98.88M | No quote | No quote |
| 32 | TTC | TORO CO | 1.15% | Add +222.8% | 1,394,157 | $92.49M | $66.34 | |
| 33 | EYE | NATIONAL VISION HLDGS INC | 1.07% | Add +158.3% | 2,816,700 | $85.97M | $30.52 | |
| 34 | BURL | BURLINGTON STORES INC | 1.03% | Add +168.0% | 419,651 | $82.64M | No quote | No quote |
| 35 | DSGX | DESCARTES SYS GROUP INC | 0.95% | Add +214.6% | 1,437,194 | $76.03M | $52.90 | |
| 36 | GFL | GFL ENVIRONMENTAL INC | 0.82% | Reduce -17.1% | 3,492,185 | $65.55M | $18.77 | |
| 37 | ANGI | ANGI HOMESERVICES INC | 0.77% | Add +108.4% | 5,088,370 | $61.82M | $12.15 | |
| 38 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.65% | Reduce -43.4% | 307,646 | $52.17M | $169.59 | |
| 39 | FOUR | SHIFT4 PMTS INC | 0.59% | New | 1,329,148 | $47.19M | $35.50 | |
| 40 | CNNE | CANNAE HLDGS INC | 0.55% | New | 1,076,773 | $44.26M | No quote | No quote |
| 41 | GSHD | GOOSEHEAD INS INC | 0.48% | Add +110.4% | 512,612 | $38.53M | $75.16 | |
| 42 | CABO | CABLE ONE INC | 0.48% | Add +1.8% | 21,643 | $38.41M | $1774.85 | |
| 43 | BILL | BILL COM HLDGS INC | 0.28% | New | 250,816 | $22.63M | $90.21 | |
| 52 | TRU | TRANSUNION | - | Sold | 0 | $0 | No quote | No quote |
| 51 | SVMK | SVMK INC | - | Sold | 0 | $0 | No quote | No quote |
| 50 | SPY | SPDR S&P 500 ETF TR | - | Sold | 0 | $0 | No quote | No quote |
| 49 | ROL | ROLLINS INC | - | Sold | 0 | $0 | No quote | No quote |
| 48 | OUT | OUTFRONT MEDIA INC | - | Sold | 0 | $0 | No quote | No quote |
| 47 | IWM | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 46 | IT | GARTNER INC | - | Sold | 0 | $0 | No quote | No quote |
| 45 | EB | EVENTBRITE INC | - | Sold | 0 | $0 | No quote | No quote |
| 44 | AWI | ARMSTRONG WORLD INDS INC | - | Sold | 0 | $0 | No quote | No quote |