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Focused investors/Henry Ellenbogen

Henry Ellenbogen - Durable Capital Partners

As of Q1 2026, Henry Ellenbogen reported 37 long-equity positions worth $9.71B in aggregate.

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Latest quarter
-3.10%
1-year
-12.34%
3-year
+22.78%
3-year top 5
+33.68%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 43 of 68 rows. Rows without a quote are marked unavailable.

1INTUINTUIT6.00%Add +8.7%1,422,541$684.02M$480.8452w: $385.66 - $716.86; reported $480.84
2ROPROPER TECHNOLOGIES INC5.79%Add +51.3%1,395,525$659.01M$472.2352w: $403.55 - $505.00; reported $472.23
3JBHTHUNT J B TRANS SVCS INC5.72%Reduce -0.8%3,247,257$652.02M$200.7952w: $155.11 - $218.18; reported $200.79
4MSCIMSCI INC5.33%Add +26.3%1,208,281$607.62M$502.8852w: $421.74 - $679.85; reported $502.88
5WRBYWARBY PARKER INC4.40%Add +42.4%14,808,493$500.68M$33.8152w: $22.59 - $60.30; reported $33.81
6FSVFIRSTSERVICE CORP NEW4.31%Add +7.6%3,391,256$491.33M$144.8852w: $130.56 - $202.78; reported $144.88
7TEAMATLASSIAN CORP PLC3.81%New1,477,536$434.14MNo quoteNo quote
8DDOGDATADOG INC3.37%Add +32.4%2,533,510$383.75M$151.4752w: $69.73 - $199.68; reported $151.47
9RBCRBC BEARINGS INC2.73%Add +28.2%1,604,993$311.18M$193.8852w: $165.99 - $250.52; reported $193.88
10DUOLDUOLINGO INC2.71%Add +59.8%3,248,046$308.92M$95.1152w: $64.81 - $205.00; reported $95.11
11WSTWEST PHARMACEUTICAL SVSC INC2.70%Reduce -12.9%748,331$307.35M$410.7152w: $278.90 - $475.35; reported $410.71
12CFLTCONFLUENT INC2.64%Add +6.8%7,329,173$300.5MNo quoteNo quote
13YOUCLEAR SECURE INC2.54%Add +25.5%10,751,370$289M$26.8852w: $18.79 - $65.70; reported $26.88
14HUBSHUBSPOT INC2.49%New597,787$283.91MNo quoteNo quote
15SHOPSHOPIFY INC2.47%Reduce -7.3%415,943$281.16M$675.9652w: $51.00 - $176.29; reported $675.96
16ONONON HLDG AG2.44%Add +114.5%11,028,390$278.36M$25.2452w: $19.75 - $55.87; reported $25.24
17IRINGERSOLL RAND INC2.18%Reduce -8.2%4,939,153$248.69M$50.3552w: $44.85 - $62.64; reported $50.35
18WCNWASTE CONNECTIONS INC2.16%Add +20.6%1,760,924$246M$139.7052w: $107.90 - $141.22; reported $139.70
19KWRQUAKER HOUGHTON2.14%Reduce -3.6%1,412,370$244.07M$172.8152w: $167.32 - $276.60; reported $172.81
20BKIBLACK KNIGHT INC2.12%Add +2.9%4,155,973$241.01MNo quoteNo quote
21RHRH1.94%Add +2.6%677,603$220.96M$326.0952w: $320.81 - $744.56; reported $326.09
22MOHMOLINA HEALTHCARE INC1.88%New642,594$214.36M$333.5952w: $229.69 - $347.62; reported $333.59
23SPYSPDR S&P 500 ETF TR1.82%New459,911$207.71M$451.6452w: $398.18 - $479.98; reported $451.64
24DSGXDESCARTES SYS GROUP INC1.66%Add +60.6%2,585,059$189.38M$73.2652w: $56.78 - $91.39; reported $73.26
25CWANCLEARWATER ANALYTICS HLDGS I1.65%Add +11.3%8,945,959$187.87M$21.0052w: $14.51 - $27.68; reported $21.00
26CFXCOLFAX CORP1.48%Add +42.9%4,241,017$168.75MNo quoteNo quote
27MTNVAIL RESORTS INC1.46%Reduce -55.4%637,702$165.98M$260.2752w: $221.38 - $376.24; reported $260.27
28TTCTORO CO1.32%New1,763,931$150.8M$85.4952w: $81.15 - $118.13; reported $85.49
29EYENATIONAL VISION HLDGS INC1.30%Add +17.8%3,411,469$148.64M$43.5752w: $34.70 - $65.92; reported $43.57
30FOURSHIFT4 PMTS INC1.25%Add +52.0%2,305,940$142.81M$61.9352w: $38.88 - $104.11; reported $61.93
31TDYTELEDYNE TECHNOLOGIES INC1.23%New296,918$140.33M$472.6352w: $391.28 - $478.09; reported $472.63
32XPXP INC1.19%Reduce -9.2%4,504,305$135.58M$30.1052w: $25.82 - $53.08; reported $30.10
33RDFNREDFIN CORP1.19%Reduce -13.6%7,483,945$135.01MNo quoteNo quote
34DASHDOORDASH INC1.14%Reduce -42.8%1,110,319$130.12M$117.1952w: $74.32 - $257.25; reported $117.19
35COUPCOUPA SOFTWARE INC1.13%Add +49.6%1,263,662$128.43MNo quoteNo quote
36SGRYSURGERY PARTNERS INC0.93%Add +20.4%1,918,450$105.61MNo quoteNo quote
37IWMISHARES TR0.88%New489,142$100.41M$205.2752w: $187.92 - $244.46; reported $205.27
38DOCSDOXIMITY INC0.75%Add +54.7%1,648,986$85.9M$52.0952w: $39.92 - $107.79; reported $52.09
39SGSWEETGREEN INC0.73%-2,631,327$82.95MNo quoteNo quote
40AGLAGILON HEALTH INC0.67%Reduce -34.4%2,989,449$75.78MNo quoteNo quote
41GSHDGOOSEHEAD INS INC0.64%Add +24.4%932,444$73.26M$78.5752w: $62.40 - $181.30; reported $78.57
42IACIAC INTERACTIVECORP NEW0.63%Reduce -32.5%713,457$71.55M$100.2852w: $93.60 - $179.12; reported $100.28
43ALHCALIGNMENT HEALTHCARE INC0.58%Add +2079.2%5,908,220$66.35MNo quoteNo quote
44BURLBURLINGTON STORES INC0.55%Reduce -30.6%341,165$62.15MNo quoteNo quote
45ROLROLLINS INC0.54%New1,763,167$61.8M$35.0552w: $28.51 - $40.11; reported $35.05
46CPNGCOUPANG INC0.49%Reduce -66.2%3,153,892$55.76M$17.6852w: $15.28 - $50.50; reported $17.68
47SAMBOSTON BEER INC0.49%Reduce -51.6%142,550$55.38M$388.4752w: $342.74 - $1349.98; reported $388.47
48SRADSPORTRADAR GROUP AG0.48%Add +46.0%3,303,309$54.97M$16.6452w: $11.06 - $28.22; reported $16.64
49PTONPELOTON INTERACTIVE INC0.39%Reduce -69.0%1,686,335$44.55M$26.4252w: $20.11 - $129.70; reported $26.42
50XMTRXOMETRY INC0.36%Reduce -23.8%1,102,004$40.5M$36.7552w: $33.01 - $97.57; reported $36.75
51EXFYEXPENSIFY INC0.32%Add +27.5%2,069,629$36.34MNo quoteNo quote
52TOSTTOAST INC0.20%Reduce -66.8%1,049,264$22.8M$21.7352w: $15.82 - $69.93; reported $21.73
53UPWKUPWORK INC0.18%Reduce -51.5%884,749$20.56M$23.2452w: $17.85 - $64.49; reported $23.24
54BFAMBRIGHT HORIZONS FAM SOL IN D0.12%Add +97.2%100,748$13.37M$132.6952w: $113.41 - $182.50; reported $132.69
55CDAYCERIDIAN HCM HLDG INC0.11%Reduce -93.8%183,567$12.55MNo quoteNo quote
56BSYBENTLEY SYS INC0.09%New229,249$10.13M$44.1852w: $34.45 - $71.92; reported $44.18
57ABCMABCAM PLC0.08%-500,000$9.15MNo quoteNo quote
58AFRMAFFIRM HLDGS INC0.07%Reduce -87.4%181,240$8.39M$46.2852w: $26.02 - $176.65; reported $46.28
59CZOOCAZOO GROUP LTD0.01%Reduce -88.5%587,351$1.62MNo quoteNo quote
68WIXWIX COM LTD-Sold0$0No quoteNo quote
67UPWHEELS UP EXPERIENCE INC-Sold0$0No quoteNo quote
66VRMVROOM INC-Sold0$0No quoteNo quote
65VMEOVIMEO INC-Sold0$0No quoteNo quote
64TWLOTWILIO INC-Sold0$0No quoteNo quote
63XMQUALTRICS INTL INC-Sold0$0No quoteNo quote
62FTCHFARFETCH LTD-Sold0$0No quoteNo quote
61CARGCARGURUS INC-Sold0$0No quoteNo quote
60ACCDACCOLADE INC-Sold0$0No quoteNo quote