Henry Ellenbogen - Durable Capital Partners
As of Q1 2026, Henry Ellenbogen reported 37 long-equity positions worth $9.71B in aggregate.
Copy-investor backtest
- 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 41 of 53 rows. Rows without a quote are marked unavailable.
| 1 | MSCI | MSCI INC | 7.53% | Add +7.7% | 1,624,439 | $685.17M | $421.79 | |
| 2 | INTU | INTUIT | 7.26% | Add +9.7% | 1,704,270 | $660.1M | $387.32 | |
| 3 | TEAM | ATLASSIAN CORP PLC | 6.51% | Add +8.5% | 2,812,701 | $592.33M | No quote | No quote |
| 4 | ROP | ROPER TECHNOLOGIES INC | 6.41% | Add +10.9% | 1,620,297 | $582.72M | $359.64 | |
| 5 | FSV | FIRSTSERVICE CORP NEW | 5.11% | Add +6.8% | 3,908,039 | $465.1M | $119.01 | |
| 6 | MOH | MOLINA HEALTHCARE INC | 4.10% | Add +22.8% | 1,129,977 | $372.71M | $329.84 | |
| 7 | DUOL | DUOLINGO INC | 3.95% | - | 3,776,894 | $359.67M | $95.23 | |
| 8 | JBHT | HUNT J B TRANS SVCS INC | 3.94% | Reduce -9.6% | 2,292,084 | $358.53M | $156.42 | |
| 9 | RBC | RBC BEARINGS INC | 3.89% | Reduce -2.6% | 1,702,253 | $353.75M | $207.81 | |
| 10 | WST | WEST PHARMACEUTICAL SVSC INC | 3.19% | Add +18.6% | 1,179,447 | $290.24M | $246.08 | |
| 11 | DDOG | DATADOG INC | 3.19% | Add +3.9% | 3,267,227 | $290.06M | $88.78 | |
| 12 | WCN | WASTE CONNECTIONS INC | 3.16% | Add +10.4% | 2,129,652 | $287.78M | $135.13 | |
| 13 | DSGX | DESCARTES SYS GROUP INC | 2.98% | Add +11.5% | 4,260,355 | $270.66M | $63.53 | |
| 14 | YOU | CLEAR SECURE INC | 2.88% | - | 11,476,588 | $262.36M | $22.86 | |
| 15 | HUBS | HUBSPOT INC | 2.72% | Add +19.3% | 917,522 | $247.84M | No quote | No quote |
| 16 | TOST | TOAST INC | 2.70% | Add +85.1% | 14,705,314 | $245.87M | $16.72 | |
| 17 | AGL | AGILON HEALTH INC | 2.43% | Add +34.0% | 9,429,055 | $220.83M | No quote | No quote |
| 18 | WRBY | WARBY PARKER INC | 2.17% | - | 14,808,493 | $197.55M | $13.34 | |
| 19 | FOUR | SHIFT4 PMTS INC | 2.10% | Add +34.8% | 4,274,558 | $190.69M | $44.61 | |
| 20 | KWR | QUAKER HOUGHTON | 2.04% | - | 1,288,333 | $186.01M | $144.38 | |
| 21 | CWAN | CLEARWATER ANALYTICS HLDGS I | 1.79% | - | 9,675,988 | $162.46M | $16.79 | |
| 22 | ONON | ON HLDG AG | 1.47% | Add +18.8% | 8,323,446 | $133.59M | $16.05 | |
| 23 | RH | RH | 1.46% | Add +14.1% | 538,246 | $132.45M | $246.07 | |
| 24 | TDY | TELEDYNE TECHNOLOGIES INC | 1.41% | Reduce -20.4% | 380,905 | $128.54M | $337.47 | |
| 25 | CFLT | CONFLUENT INC | 1.38% | Reduce -27.3% | 5,277,220 | $125.44M | No quote | No quote |
| 26 | ENOV | ENOVIS CORPORATION | 1.36% | Reduce -12.4% | 2,679,207 | $123.43M | $46.07 | |
| 27 | ACHC | ACADIA HEALTHCARE COMPANY IN | 1.28% | Add +164.6% | 1,483,908 | $116.01M | $78.18 | |
| 28 | EYE | NATIONAL VISION HLDGS INC | 1.10% | Reduce -26.6% | 3,073,624 | $100.35M | $32.65 | |
| 29 | TTC | TORO CO | 1.09% | Reduce -23.9% | 1,141,749 | $98.74M | $86.48 | |
| 30 | CPNG | COUPANG INC | 1.07% | Add +111.9% | 5,824,375 | $97.09M | $16.67 | |
| 31 | XP | XP INC | 0.96% | Reduce -14.6% | 4,612,865 | $87.69M | $19.01 | |
| 32 | IR | INGERSOLL RAND INC | 0.87% | Reduce -60.0% | 1,836,144 | $79.43M | $43.26 | |
| 33 | BSY | BENTLEY SYS INC | 0.75% | - | 2,227,383 | $68.14M | $30.59 | |
| 34 | IDXX | IDEXX LABS INC | 0.74% | Add +83.5% | 207,714 | $67.67M | $325.80 | |
| 35 | IAC | IAC INC | 0.65% | - | 1,066,277 | $59.05M | $55.38 | |
| 36 | SG | SWEETGREEN INC | 0.57% | Add +69.3% | 2,802,281 | $51.84M | No quote | No quote |
| 37 | XMTR | XOMETRY INC | 0.57% | - | 912,009 | $51.79M | $56.79 | |
| 38 | SGRY | SURGERY PARTNERS INC | 0.55% | Add +26.0% | 2,134,229 | $49.94M | No quote | No quote |
| 39 | MTN | VAIL RESORTS INC | 0.55% | Reduce -37.5% | 231,156 | $49.85M | $215.64 | |
| 40 | RDFN | REDFIN CORP | 0.43% | Reduce -10.7% | 6,707,745 | $39.17M | No quote | No quote |
| 41 | EXFY | EXPENSIFY INC | 0.42% | Reduce -3.9% | 2,549,831 | $37.94M | No quote | No quote |
| 42 | GSHD | GOOSEHEAD INS INC | 0.39% | Add +12.0% | 998,625 | $35.59M | $35.64 | |
| 43 | ROL | ROLLINS INC | 0.17% | Reduce -62.2% | 436,238 | $15.13M | $34.68 | |
| 44 | UPWK | UPWORK INC | 0.15% | Reduce -15.8% | 974,665 | $13.28M | $13.62 | |
| 45 | ALHC | ALIGNMENT HEALTHCARE INC | 0.13% | Reduce -84.6% | 1,017,404 | $12.05M | No quote | No quote |
| 46 | DASH | DOORDASH INC | 0.10% | Reduce -77.2% | 192,264 | $9.51M | $49.45 | |
| 47 | BKI | BLACK KNIGHT INC | 0.10% | Reduce -90.2% | 146,604 | $9.49M | No quote | No quote |
| 48 | ABCM | ABCAM PLC | 0.08% | - | 500,000 | $7.5M | No quote | No quote |
| 49 | SRAD | SPORTRADAR GROUP AG | 0.06% | Reduce -70.5% | 610,875 | $5.38M | $8.80 | |
| 50 | SHOP | SHOPIFY INC | 0.06% | Reduce -86.5% | 198,473 | $5.35M | $26.94 | |
| 51 | DOCS | DOXIMITY INC | 0.03% | Reduce -95.6% | 78,515 | $2.37M | $30.22 | |
| 52 | BFAM | BRIGHT HORIZONS FAM SOL IN D | 0.02% | - | 29,785 | $1.72M | $57.65 | |
| 53 | LIND | LINDBLAD EXPEDITIONS HLDGS I | - | Sold | 0 | $0 | No quote | No quote |