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Focused investors/Henry Ellenbogen

Henry Ellenbogen - Durable Capital Partners

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

As of Q1 2026, Henry Ellenbogen's Durable Capital Partners held 37 long-equity positions with a reported value of $9.71B.

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Updated 2026-05-07 from SEC 13F data.

Live quotes available for 40 of 56 rows. Rows without a quote are marked unavailable.

1RBCRBC BEARINGS INC9.95%Reduce -7.0%2,344,911$1.05B$448.4352w: $290.56 - $465.80; reported $448.43
2DASHDOORDASH INC7.67%Add +114.1%3,578,745$810.51M$226.4852w: $155.40 - $285.50; reported $226.48
3MELIMERCADOLIBRE INC5.87%Add +75.5%307,932$620.26M$2014.2652w: $1707.31 - $2645.22; reported $2014.26
4CPNGCOUPANG INC5.46%Reduce -1.5%24,452,985$576.85M$23.5952w: $19.02 - $34.08; reported $23.59
5APGAPI GROUP CORP5.44%Add +0.8%15,017,378$574.56M$38.2652w: $20.50 - $40.58; reported $38.26
6XPOXPO INC5.08%Reduce -8.8%3,949,100$536.72M$135.9152w: $85.06 - $155.08; reported $135.91
7CIGICOLLIERS INTL GROUP INC4.69%Reduce -8.9%3,369,760$495.39M$147.0152w: $100.86 - $171.51; reported $147.01
8FOURSHIFT4 PMTS INC3.94%Add +17.4%6,606,969$416.04M$62.9752w: $61.23 - $127.50; reported $62.97
9CVNACARVANA CO3.69%Add +3.6%925,045$390.39M$422.0252w: $29.65 - $97.07; reported $422.02
10FERGFERGUSON ENTERPRISES INC3.29%Add +43.4%1,561,342$347.6M$222.6352w: $146.00 - $256.93; reported $222.63
11RKTROCKET COS INC3.20%Add +59.0%17,470,197$338.22M$19.3652w: $10.06 - $22.55; reported $19.36
12SHOPSHOPIFY INC3.11%Reduce -55.0%2,043,219$328.9M$160.9752w: $69.84 - $182.19; reported $160.97
13AYIACUITY INC2.78%Reduce -40.2%815,322$293.55M$360.0452w: $216.81 - $379.17; reported $360.04
14MDLNMEDLINE INC2.74%New6,900,000$289.8M$42.0052w: $34.89 - $45.50; reported $42.00
15PRVAPRIVIA HEALTH GROUP INC2.71%Add +3.4%12,087,843$286.6M$23.7152w: $18.77 - $26.51; reported $23.71
16OPCHOPTION CARE HEALTH INC2.71%Add +21.0%8,991,254$286.46M$31.8652w: $22.62 - $35.53; reported $31.86
17AFRMAFFIRM HLDGS INC2.59%Reduce -41.3%3,681,173$273.99M$74.4352w: $30.90 - $100.00; reported $74.43
18QQNITY ELECTRONICS INC2.16%New2,800,861$228.69M$81.6552w: $70.50 - $105.40; reported $81.65
19VEEVVEEVA SYS INC2.01%Reduce -24.4%951,896$212.49M$223.2352w: $201.54 - $310.50; reported $223.23
20ULSUL SOLUTIONS INC1.91%New2,563,523$202.16M$78.8652w: $48.54 - $91.95; reported $78.86
21CLHCLEAN HARBORS INC1.85%Add +45.5%834,763$195.74M$234.4852w: $178.29 - $251.43; reported $234.48
22WRBYWARBY PARKER INC1.51%Reduce -16.5%7,310,605$159.3M$21.7952w: $13.63 - $31.00; reported $21.79
23VSECVSE CORP1.44%Add +1.6%879,228$151.9M$172.7752w: $88.69 - $186.00; reported $172.77
24DSGXDESCARTES SYS GROUP INC1.42%New1,710,202$149.92M$87.6652w: $78.88 - $124.31; reported $87.66
25SRADSPORTRADAR GROUP AG1.34%New5,956,331$141.58M$23.7752w: $17.10 - $32.22; reported $23.77
26TWLOTWILIO INC1.29%New962,089$136.85M$142.2452w: $77.51 - $151.95; reported $142.24
27TECHBIO-TECHNE CORP1.16%Add +49.6%2,088,891$122.85M$58.8152w: $46.01 - $79.28; reported $58.81
28YOUCLEAR SECURE INC1.15%Reduce -45.6%3,461,549$121.43M$35.0852w: $21.67 - $42.29; reported $35.08
29GSHDGOOSEHEAD INS INC1.09%Add +1.4%1,562,969$115.11M$73.6552w: $64.41 - $127.99; reported $73.65
30APPAPPLOVIN CORP1.04%Reduce -13.0%163,405$110.11M$673.8252w: $200.50 - $745.61; reported $673.82
31BKNGBOOKING HOLDINGS INC0.93%Reduce -67.0%18,274$97.86M$5355.3352w: $163.85 - $233.58; reported $5355.33
32RBLXROBLOX CORP0.89%Reduce -67.1%1,162,730$94.22M$81.0352w: $50.10 - $150.59; reported $81.03
33CBZCBIZ INC0.78%Reduce -58.4%1,631,969$82.33M$50.4552w: $47.89 - $90.13; reported $50.45
34TOSTTOAST INC0.77%Reduce -63.9%2,299,023$81.64M$35.5152w: $28.12 - $49.66; reported $35.51
35FSVFIRSTSERVICE CORP NEW0.64%Reduce -80.3%436,598$67.9M$155.5352w: $147.23 - $209.66; reported $155.53
36FIGFIGMA INC0.61%Reduce -67.8%1,727,263$64.55M$37.3752w: $32.83 - $142.92; reported $37.37
37ANDGANDERSEN GROUP INC0.41%New1,670,485$43.32M$25.9352w: $20.00 - $27.51; reported $25.93
38AURAURORA INNOVATION INC0.25%Reduce -43.8%6,768,585$25.99M$3.8452w: $3.60 - $10.77; reported $3.84
39IWMISHARES TR0.23%New96,776$23.82M$246.1652w: $171.73 - $258.20; reported $246.16
40DUOLDUOLINGO INC0.20%Reduce -86.4%119,181$20.92M$175.5052w: $166.27 - $544.93; reported $175.50
56XMTRXOMETRY INC-Sold0$0No quoteNo quote
55WIXWIX COM LTD-Sold0$0No quoteNo quote
54WSTWEST PHARMACEUTICAL SVSC INC-Sold0$0No quoteNo quote
53VIAVIA TRANSN INC-Sold0$0No quoteNo quote
52SGSWEETGREEN INC-Sold0$0No quoteNo quote
51ROPROPER TECHNOLOGIES INC-Sold0$0No quoteNo quote
50RHRH-Sold0$0No quoteNo quote
49OMOUTSET MED INC-Sold0$0No quoteNo quote
48MASIMASIMO CORP-Sold0$0No quoteNo quote
47INTUINTUIT-Sold0$0No quoteNo quote
46HUBSHUBSPOT INC-Sold0$0No quoteNo quote
45FLUTFLUTTER ENTMT PLC-Sold0$0No quoteNo quote
44FNDFLOOR & DECOR HLDGS INC-Sold0$0No quoteNo quote
43ESABESAB CORPORATION-Sold0$0No quoteNo quote
42ENTGENTEGRIS INC-Sold0$0No quoteNo quote
41BIRKBIRKENSTOCK HOLDING PLC-Sold0$0No quoteNo quote