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.
Get email alerts when Henry Ellenbogen files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 37 of 54 rows. Rows without a quote are marked unavailable.
| 1 | BFAM | BRIGHT HORIZONS FAM SOL IN D | 6.14% | Reduce -13.8% | 3,670,748 | $558.1M | $152.04 | |
| 2 | RH | RH | 5.08% | Add +46.4% | 1,207,104 | $461.86M | $382.62 | |
| 3 | SAM | BOSTON BEER INC | 4.81% | Add +34.8% | 494,770 | $437.06M | $883.36 | |
| 4 | RDFN | REDFIN CORP | 4.45% | Reduce -10.9% | 8,102,895 | $404.58M | No quote | No quote |
| 5 | FSV | FIRSTSERVICE CORP NEW | 4.39% | Add +4.2% | 3,027,108 | $399.25M | $131.89 | |
| 6 | SHOP | SHOPIFY INC | 4.30% | Add +64.0% | 382,104 | $390.88M | $1022.97 | |
| 7 | BKI | BLACK KNIGHT INC | 4.09% | Add +11.0% | 4,273,745 | $372.03M | No quote | No quote |
| 8 | WST | WEST PHARMACEUTICAL SVSC INC | 3.35% | Reduce -10.9% | 1,106,118 | $304.07M | $274.90 | |
| 9 | INTU | INTUIT | 3.34% | Add +3.6% | 929,704 | $303.28M | $326.21 | |
| 10 | TWLO | TWILIO INC | 3.24% | Reduce -5.3% | 1,190,625 | $294.19M | $247.09 | |
| 11 | COUP | COUPA SOFTWARE INC | 3.20% | Add +6.1% | 1,059,187 | $290.47M | No quote | No quote |
| 12 | KWR | QUAKER CHEM CORP | 3.09% | Add +3.5% | 1,561,810 | $280.67M | $179.71 | |
| 13 | STNE | STONECO LTD | 3.06% | New | 5,260,000 | $278.2M | No quote | No quote |
| 14 | WIX | WIX COM LTD | 2.94% | Reduce -41.0% | 1,049,219 | $267.39M | $254.85 | |
| 15 | ROP | ROPER TECHNOLOGIES INC | 2.81% | Reduce -1.2% | 645,699 | $255.12M | $395.11 | |
| 16 | MSCI | MSCI INC | 2.49% | Reduce -6.5% | 633,312 | $225.95M | $356.78 | |
| 17 | VRM | VROOM INC | 2.38% | Reduce -21.3% | 4,271,569 | $216.09M | $50.59 | No quote |
| 18 | WCN | WASTE CONNECTIONS INC | 2.19% | Add +0.5% | 1,917,856 | $199.07M | $103.80 | |
| 19 | XP | XP INC | 2.07% | Reduce -24.9% | 4,511,947 | $188.1M | $41.69 | |
| 20 | JBHT | HUNT J B TRANS SVCS INC | 1.99% | Add +45.3% | 1,431,787 | $180.95M | $126.38 | |
| 21 | IR | INGERSOLL RAND INC | 1.72% | Reduce -18.4% | 4,379,303 | $155.9M | $35.60 | |
| 22 | CDAY | CERIDIAN HCM HLDG INC | 1.71% | Add +15.1% | 1,884,982 | $155.79M | No quote | No quote |
| 23 | IAC | IAC INTERACTIVECORP NEW | 1.71% | New | 1,299,891 | $155.7M | $119.78 | |
| 24 | IDXX | IDEXX LABS INC | 1.66% | Reduce -16.0% | 383,058 | $150.58M | $393.11 | |
| 25 | DDOG | DATADOG INC | 1.62% | Reduce -36.1% | 1,436,833 | $146.79M | $102.16 | |
| 26 | SNOW | SNOWFLAKE INC | 1.60% | New | 602,012 | $145.53M | $241.74 | |
| 27 | LII | LENNOX INTL INC | 1.51% | Reduce -42.9% | 503,013 | $137.13M | $272.61 | |
| 28 | FTCH | FARFETCH LTD | 1.48% | Reduce -6.8% | 5,334,823 | $134.22M | No quote | No quote |
| 29 | TEAM | ATLASSIAN CORP PLC | 1.41% | Reduce -24.5% | 704,502 | $128.07M | No quote | No quote |
| 30 | FOUR | SHIFT4 PMTS INC | 1.39% | Add +97.0% | 2,618,069 | $126.61M | $48.36 | |
| 31 | RBC | RBC BEARINGS INC | 1.39% | Reduce -0.2% | 1,040,637 | $126.14M | $121.21 | |
| 32 | DNB | DUN & BRADSTREET HLDGS INC | 1.37% | New | 4,863,636 | $124.8M | No quote | No quote |
| 33 | CARG | CARGURUS INC | 1.29% | Reduce -18.4% | 5,423,275 | $117.31M | No quote | No quote |
| 34 | MTN | VAIL RESORTS INC | 1.15% | Reduce -25.0% | 489,512 | $104.74M | $213.97 | |
| 35 | EYE | NATIONAL VISION HLDGS INC | 1.12% | Reduce -5.7% | 2,657,241 | $101.61M | $38.24 | |
| 36 | TTC | TORO CO | 1.10% | Reduce -14.7% | 1,189,765 | $99.88M | $83.95 | |
| 37 | BURL | BURLINGTON STORES INC | 0.90% | Reduce -5.0% | 398,669 | $82.16M | No quote | No quote |
| 38 | DSGX | DESCARTES SYS GROUP INC | 0.86% | Reduce -5.0% | 1,365,335 | $77.8M | $56.98 | |
| 39 | GFL | GFL ENVIRONMENTAL INC | 0.72% | Reduce -11.5% | 3,091,604 | $65.73M | $21.26 | |
| 40 | BILL | BILL COM HLDGS INC | 0.67% | Add +140.3% | 602,768 | $60.46M | $100.31 | |
| 41 | EXAS | EXACT SCIENCES CORP | 0.60% | Reduce -54.4% | 531,358 | $54.17M | $101.95 | No quote |
| 42 | CABO | CABLE ONE INC | 0.56% | Add +24.8% | 26,999 | $50.91M | $1885.44 | |
| 43 | EB | EVENTBRITE INC | 0.54% | New | 4,519,597 | $49.04M | No quote | No quote |
| 44 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.48% | Reduce -21.0% | 242,926 | $43.95M | $180.92 | |
| 45 | GSHD | GOOSEHEAD INS INC | 0.46% | Reduce -5.0% | 486,982 | $42.17M | $86.59 | |
| 46 | ANGI | ANGI HOMESERVICES INC | 0.42% | Reduce -31.6% | 3,479,904 | $38.61M | $11.10 | |
| 47 | CIGI | COLLIERS INTL GROUP INC | 0.31% | New | 426,284 | $28.43M | $66.69 | |
| 48 | DCT | DUCK CREEK TECHNOLOGIES INC | 0.17% | New | 350,000 | $15.9M | No quote | No quote |
| 49 | NCNO | NCINO INC | 0.15% | New | 175,000 | $13.94M | No quote | No quote |
| 50 | BIGC | BIGCOMMERCE HLDGS INC | 0.15% | New | 166,250 | $13.85M | No quote | No quote |
| 51 | ACCD | ACCOLADE INC | 0.13% | New | 300,000 | $11.66M | No quote | No quote |
| 52 | CNNE | CANNAE HLDGS INC | 0.12% | Reduce -72.7% | 294,304 | $10.97M | No quote | No quote |
| 53 | ROL | ROLLINS INC | 0.11% | New | 192,557 | $10.44M | $54.19 | |
| 54 | IAC | IAC INTERACTIVECORP | - | Sold | 0 | $0 | No quote | No quote |