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Focused investors/Henry Ellenbogen

Henry Ellenbogen - Durable Capital Partners

As of Q2 2026, Henry Ellenbogen reported 36 long-equity positions worth $10.28B in aggregate.

Copy-investor backtest

Full auditCompare with peers
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 44 rows. Rows without a quote are marked unavailable.

1SPYSPDR S&P 500 ETF TR43.91%Add +7.9%8,378,523$2.16B$257.7552w: $218.26 - $339.08; reported $257.75
2IWMISHARES TR10.60%Add +51.0%4,553,535$521.2M$114.4652w: $95.69 - $170.56; reported $114.46
3ROPROPER TECHNOLOGIES INC3.19%New502,645$156.73M$311.8152w: $240.00 - $395.00; reported $311.81
4WSTWEST PHARMACEUTICAL SVSC INC2.92%New942,821$143.54M$152.2552w: $124.53 - $176.66; reported $152.25
5RDFNREDFIN CORP2.85%New9,093,415$140.22MNo quoteNo quote
6MSCIMSCI INC2.33%New396,073$114.45M$288.9652w: $218.65 - $335.43; reported $288.96
7TEAMATLASSIAN CORP PLC2.31%New826,554$113.45MNo quoteNo quote
8KWRQUAKER CHEM CORP2.17%New845,994$106.83M$126.2852w: $113.94 - $189.03; reported $126.28
9BFAMBRIGHT HORIZONS FAM SOL IN D2.16%New1,043,028$106.39M$102.0052w: $64.23 - $176.98; reported $102.00
10XPXP INC2.08%-5,500,000$102.14M$18.5752w: $15.50 - $43.52; reported $18.57
11MTNVAIL RESORTS INC1.77%New590,814$87.27M$147.7152w: $125.00 - $255.37; reported $147.71
12COUPCOUPA SOFTWARE INC1.74%New611,055$85.38MNo quoteNo quote
13FSVFIRSTSERVICE CORP NEW1.49%New947,969$73.11M$77.1252w: $57.38 - $114.87; reported $77.12
14ODFLOLD DOMINION FREIGHT LINE IN1.45%New543,882$71.39M$131.2652w: $52.90 - $75.74; reported $131.26
15IRINGERSOLL RAND INC1.30%New2,569,140$63.72M$24.8052w: $17.01 - $38.96; reported $24.80
16GFLGFL ENVIRONMENTAL INC1.29%New4,210,424$63.37M$15.0552w: $13.80 - $17.95; reported $15.05
17CDAYCERIDIAN HCM HLDG INC1.18%New1,159,358$58.05MNo quoteNo quote
18IDXXIDEXX LABS INC1.12%New227,540$55.12M$242.2452w: $168.65 - $296.25; reported $242.24
19TRUTRANSUNION1.07%New798,260$52.83M$66.1852w: $52.50 - $101.16; reported $66.18
20CARGCARGURUS INC1.05%New2,714,288$51.41MNo quoteNo quote
21BKIBLACK KNIGHT INC1.04%New883,153$51.28MNo quoteNo quote
22TWLOTWILIO INC1.00%New550,338$49.25M$89.4952w: $68.06 - $133.00; reported $89.49
23ITGARTNER INC1.00%New493,755$49.16M$99.5752w: $76.91 - $165.27; reported $99.57
24WCNWASTE CONNECTIONS INC0.96%New609,955$47.27M$77.5052w: $70.87 - $105.17; reported $77.50
25RBCRBC BEARINGS INC0.92%New399,048$45.01M$112.7952w: $77.63 - $185.06; reported $112.79
26IACIAC INTERACTIVECORP0.85%New233,077$41.77M$179.23No quote
27CABOCABLE ONE INC0.71%New21,255$34.94M$1643.9952w: $1031.39 - $1830.50; reported $1643.99
28TTCTORO CO0.57%New431,856$28.11M$65.0952w: $52.07 - $84.26; reported $65.09
29AWIARMSTRONG WORLD INDS INC0.51%New318,566$25.3M$79.4252w: $62.03 - $111.46; reported $79.42
30BURLBURLINGTON STORES INC0.50%New156,593$24.81MNo quoteNo quote
31INTUINTUIT0.49%New103,807$23.88M$230.0052w: $187.68 - $306.89; reported $230.00
32OUTOUTFRONT MEDIA INC0.48%New1,751,699$23.61M$13.4852w: $7.24 - $31.97; reported $13.48
33EYENATIONAL VISION HLDGS INC0.43%New1,090,552$21.18M$19.4252w: $11.70 - $39.88; reported $19.42
34DDOGDATADOG INC0.39%New534,472$19.23M$35.9852w: $28.88 - $50.12; reported $35.98
35SVMKSVMK INC0.35%New1,281,416$17.31MNo quoteNo quote
36DSGXDESCARTES SYS GROUP INC0.32%New456,815$15.71M$34.3952w: $24.35 - $47.43; reported $34.39
37ANGIANGI HOMESERVICES INC0.26%New2,441,685$12.82M$5.2552w: $41.00 - $97.00; reported $5.25
38FTCHFARFETCH LTD0.25%New1,564,620$12.36MNo quoteNo quote
39GSHDGOOSEHEAD INS INC0.22%New243,616$10.87M$44.6352w: $38.51 - $63.07; reported $44.63
40ROLROLLINS INC0.22%New300,000$10.84M$36.1452w: $20.48 - $27.25; reported $36.14
41WIXWIX COM LTD0.20%New96,136$9.69M$100.8252w: $76.81 - $156.40; reported $100.82
42EBEVENTBRITE INC0.13%New852,900$6.23MNo quoteNo quote
43LIILENNOX INTL INC0.12%New32,914$5.98M$181.7852w: $163.40 - $261.75; reported $181.78
44EXASEXACT SCIENCES CORP0.12%New99,439$5.77M$58.00No quote