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 44 of 63 rows. Rows without a quote are marked unavailable.
| 1 | MSCI | MSCI INC | 7.14% | Add +24.8% | 1,507,918 | $621.49M | $412.15 | |
| 2 | INTU | INTUIT | 6.87% | Add +9.2% | 1,553,465 | $598.77M | $385.44 | |
| 3 | ROP | ROPER TECHNOLOGIES INC | 6.62% | Add +4.7% | 1,461,019 | $576.59M | $394.65 | |
| 4 | TEAM | ATLASSIAN CORP PLC | 5.58% | Add +75.4% | 2,591,520 | $485.65M | No quote | No quote |
| 5 | FSV | FIRSTSERVICE CORP NEW | 5.09% | Add +8.0% | 3,660,794 | $443.69M | $121.20 | |
| 6 | JBHT | HUNT J B TRANS SVCS INC | 4.58% | Reduce -21.9% | 2,535,391 | $399.25M | $157.47 | |
| 7 | DUOL | DUOLINGO INC | 3.80% | Add +16.3% | 3,776,894 | $330.67M | $87.55 | |
| 8 | RBC | RBC BEARINGS INC | 3.71% | Add +8.9% | 1,747,198 | $323.14M | $184.95 | |
| 9 | WST | WEST PHARMACEUTICAL SVSC INC | 3.45% | Add +32.8% | 994,036 | $300.57M | $302.37 | |
| 10 | DDOG | DATADOG INC | 3.44% | Add +24.1% | 3,144,519 | $299.48M | $95.24 | |
| 11 | MOH | MOLINA HEALTHCARE INC | 2.95% | Add +43.2% | 920,393 | $257.35M | $279.61 | |
| 12 | WCN | WASTE CONNECTIONS INC | 2.75% | Add +9.6% | 1,929,733 | $239.21M | $123.96 | |
| 13 | DSGX | DESCARTES SYS GROUP INC | 2.72% | Add +47.8% | 3,819,658 | $237.05M | $62.06 | |
| 14 | HUBS | HUBSPOT INC | 2.65% | Add +28.6% | 768,865 | $231.16M | No quote | No quote |
| 15 | YOU | CLEAR SECURE INC | 2.64% | Add +6.8% | 11,476,588 | $229.53M | $20.00 | |
| 16 | IR | INGERSOLL RAND INC | 2.22% | Reduce -7.0% | 4,593,000 | $193.27M | $42.08 | |
| 17 | KWR | QUAKER HOUGHTON | 2.21% | Reduce -8.8% | 1,288,333 | $192.63M | $149.52 | |
| 18 | TDY | TELEDYNE TECHNOLOGIES INC | 2.06% | Add +61.2% | 478,681 | $179.56M | $375.11 | |
| 19 | CFLT | CONFLUENT INC | 1.94% | Reduce -0.9% | 7,262,459 | $168.78M | No quote | No quote |
| 20 | ENOV | ENOVIS CORPORATION | 1.93% | New | 3,057,030 | $168.14M | $55.00 | |
| 21 | WRBY | WARBY PARKER INC | 1.91% | - | 14,808,493 | $166.74M | $11.26 | |
| 22 | AGL | AGILON HEALTH INC | 1.76% | Add +135.4% | 7,036,921 | $153.62M | $21.83 | No quote |
| 23 | ONON | ON HLDG AG | 1.42% | Reduce -36.5% | 7,005,090 | $123.92M | $17.69 | |
| 24 | CWAN | CLEARWATER ANALYTICS HLDGS I | 1.34% | Add +8.2% | 9,675,988 | $116.5M | $12.04 | |
| 25 | EYE | NATIONAL VISION HLDGS INC | 1.32% | Add +22.8% | 4,189,497 | $115.21M | $27.50 | |
| 26 | TTC | TORO CO | 1.30% | Reduce -15.0% | 1,499,591 | $113.65M | $75.79 | |
| 27 | FOUR | SHIFT4 PMTS INC | 1.20% | Add +37.5% | 3,170,633 | $104.82M | $33.06 | |
| 28 | TOST | TOAST INC | 1.18% | Add +657.0% | 7,943,291 | $102.79M | $12.94 | |
| 29 | RH | RH | 1.15% | Reduce -30.4% | 471,900 | $100.17M | $212.26 | |
| 30 | BKI | BLACK KNIGHT INC | 1.12% | Reduce -64.2% | 1,488,174 | $97.31M | No quote | No quote |
| 31 | XP | XP INC | 1.11% | Add +19.9% | 5,398,948 | $96.97M | $17.96 | |
| 32 | IAC | IAC INTERACTIVECORP NEW | 0.93% | Add +49.5% | 1,066,277 | $81.01M | $75.97 | |
| 33 | MTN | VAIL RESORTS INC | 0.93% | Reduce -42.0% | 369,681 | $80.61M | $218.05 | |
| 34 | ALHC | ALIGNMENT HEALTHCARE INC | 0.87% | Add +12.1% | 6,623,343 | $75.57M | No quote | No quote |
| 35 | BSY | BENTLEY SYS INC | 0.85% | Add +871.6% | 2,227,383 | $74.17M | $33.30 | |
| 36 | DOCS | DOXIMITY INC | 0.72% | Add +8.5% | 1,789,546 | $62.31M | $34.82 | |
| 37 | RDFN | REDFIN CORP | 0.71% | Add +0.4% | 7,514,585 | $61.92M | No quote | No quote |
| 38 | DASH | DOORDASH INC | 0.62% | Reduce -24.2% | 841,420 | $53.99M | $64.17 | |
| 39 | SGRY | SURGERY PARTNERS INC | 0.56% | Reduce -11.7% | 1,694,280 | $49M | $28.92 | |
| 40 | EXFY | EXPENSIFY INC | 0.54% | Add +28.1% | 2,652,266 | $47.18M | No quote | No quote |
| 41 | SHOP | SHOPIFY INC | 0.53% | Reduce -64.5%10:1 split | 1,474,410 | $46.06M | $31.24 | |
| 42 | GSHD | GOOSEHEAD INS INC | 0.47% | Reduce -4.4% | 891,776 | $40.73M | $45.67 | |
| 43 | ROL | ROLLINS INC | 0.46% | Reduce -34.5% | 1,153,922 | $40.3M | $34.92 | |
| 44 | IDXX | IDEXX LABS INC | 0.46% | New | 113,166 | $39.69M | $350.73 | |
| 45 | ACHC | ACADIA HEALTHCARE COMPANY IN | 0.44% | New | 560,841 | $37.93M | $67.63 | |
| 46 | CPNG | COUPANG INC | 0.40% | Reduce -12.8% | 2,748,752 | $35.05M | $12.75 | |
| 47 | XMTR | XOMETRY INC | 0.36% | Reduce -17.2% | 912,009 | $30.94M | $33.93 | |
| 48 | UPWK | UPWORK INC | 0.27% | Add +30.9% | 1,157,818 | $23.94M | $20.68 | |
| 49 | SG | SWEETGREEN INC | 0.22% | Reduce -37.1% | 1,654,983 | $19.28M | No quote | No quote |
| 50 | SRAD | SPORTRADAR GROUP AG | 0.19% | Reduce -37.4% | 2,069,597 | $16.35M | $7.90 | |
| 51 | LIND | LINDBLAD EXPEDITIONS HLDGS I | 0.19% | New | 1,996,540 | $16.17M | $8.10 | |
| 52 | ABCM | ABCAM PLC | 0.08% | - | 500,000 | $7.23M | No quote | No quote |
| 53 | BFAM | BRIGHT HORIZONS FAM SOL IN D | 0.03% | Reduce -70.4% | 29,785 | $2.52M | $84.51 | |
| 63 | SPY | SPDR S&P 500 ETF TR | - | Sold | 0 | $0 | No quote | No quote |
| 62 | PTON | PELOTON INTERACTIVE INC | - | Sold | 0 | $0 | No quote | No quote |
| 61 | IWM | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 60 | COUP | COUPA SOFTWARE INC | - | Sold | 0 | $0 | No quote | No quote |
| 59 | CFX | COLFAX CORP | - | Sold | 0 | $0 | No quote | No quote |
| 58 | CDAY | CERIDIAN HCM HLDG INC | - | Sold | 0 | $0 | No quote | No quote |
| 57 | CZOO | CAZOO GROUP LTD | - | Sold | 0 | $0 | No quote | No quote |
| 56 | BURL | BURLINGTON STORES INC | - | Sold | 0 | $0 | No quote | No quote |
| 55 | SAM | BOSTON BEER INC | - | Sold | 0 | $0 | No quote | No quote |
| 54 | AFRM | AFFIRM HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |