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 36 of 59 rows. Rows without a quote are marked unavailable.
| 1 | RDFN | REDFIN CORP | 5.48% | Add +10.9% | 8,983,194 | $616.52M | No quote | No quote |
| 2 | SAM | BOSTON BEER INC | 5.13% | Add +17.3% | 580,187 | $576.87M | $994.29 | |
| 3 | SHOP | SHOPIFY INC | 4.35% | Add +13.0% | 431,869 | $488.85M | $1131.95 | |
| 4 | BKI | BLACK KNIGHT INC | 4.18% | Add +24.4% | 5,315,099 | $469.59M | No quote | No quote |
| 5 | INTU | INTUIT | 4.01% | Add +27.7% | 1,186,870 | $450.83M | $379.85 | |
| 6 | STNE | STONECO LTD | 3.92% | - | 5,260,000 | $441.42M | No quote | No quote |
| 7 | DASH | DOORDASH INC | 3.84% | New | 3,178,350 | $431.46M | $135.75 | |
| 8 | RH | RH | 3.76% | Reduce -21.7% | 945,609 | $423.18M | $447.52 | |
| 9 | FSV | FIRSTSERVICE CORP NEW | 3.70% | Add +0.6% | 3,046,257 | $416.61M | $136.76 | |
| 10 | KWR | QUAKER CHEM CORP | 3.52% | - | 1,561,810 | $395.75M | $253.39 | |
| 11 | IAC | IAC INTERACTIVECORP NEW | 3.47% | Add +58.4% | 2,058,516 | $389.78M | $189.35 | |
| 12 | BFAM | BRIGHT HORIZONS FAM SOL IN D | 3.44% | Reduce -39.1% | 2,236,644 | $386.92M | $172.99 | |
| 13 | COUP | COUPA SOFTWARE INC | 3.43% | Add +7.4% | 1,137,583 | $385.54M | No quote | No quote |
| 14 | TWLO | TWILIO INC | 2.82% | Reduce -21.4% | 935,466 | $316.66M | $338.50 | |
| 15 | MSCI | MSCI INC | 2.79% | Add +11.2% | 703,957 | $314.34M | $446.53 | |
| 16 | JBHT | HUNT J B TRANS SVCS INC | 2.65% | Add +52.5% | 2,184,127 | $298.46M | $136.65 | |
| 17 | WST | WEST PHARMACEUTICAL SVSC INC | 2.44% | Reduce -12.4% | 968,625 | $274.42M | $283.31 | |
| 18 | ROP | ROPER TECHNOLOGIES INC | 2.15% | Reduce -12.9% | 562,147 | $242.34M | $431.09 | |
| 19 | IR | INGERSOLL RAND INC | 1.99% | Add +12.2% | 4,913,952 | $223.88M | $45.56 | |
| 20 | FOUR | SHIFT4 PMTS INC | 1.97% | Add +12.3% | 2,941,321 | $221.78M | $75.40 | |
| 21 | VRM | VROOM INC | 1.96% | Add +26.3% | 5,392,723 | $220.94M | $40.97 | No quote |
| 22 | FTCH | FARFETCH LTD | 1.85% | Reduce -39.0% | 3,252,000 | $207.51M | No quote | No quote |
| 23 | CDAY | CERIDIAN HCM HLDG INC | 1.79% | - | 1,884,982 | $200.86M | No quote | No quote |
| 24 | WCN | WASTE CONNECTIONS INC | 1.60% | Reduce -8.6% | 1,753,717 | $179.88M | $102.57 | |
| 25 | XP | XP INC | 1.55% | Reduce -2.3% | 4,407,964 | $174.86M | $39.67 | |
| 26 | RBC | RBC BEARINGS INC | 1.55% | Reduce -6.6% | 972,189 | $174.06M | $179.04 | |
| 27 | BURL | BURLINGTON STORES INC | 1.48% | Add +59.8% | 637,115 | $166.64M | No quote | No quote |
| 28 | SNOW | SNOWFLAKE INC | 1.47% | - | 602,012 | $165.15M | $274.34 | |
| 29 | ABNB | AIRBNB INC | 1.44% | New | 1,100,000 | $161.48M | $146.80 | |
| 30 | GFL | GFL ENVIRONMENTAL INC | 1.39% | Add +73.5% | 5,365,339 | $156.56M | $29.18 | |
| 31 | CARG | CARGURUS INC | 1.36% | Reduce -10.8% | 4,834,795 | $153.41M | No quote | No quote |
| 32 | DNB | DUN & BRADSTREET HLDGS INC | 1.33% | Add +23.1% | 5,988,683 | $149.12M | No quote | No quote |
| 33 | TTC | TORO CO | 1.32% | Add +32.0% | 1,570,859 | $148.98M | $94.84 | |
| 34 | WIX | WIX COM LTD | 1.30% | Reduce -44.1% | 586,281 | $146.55M | $249.96 | |
| 35 | DDOG | DATADOG INC | 1.26% | - | 1,436,833 | $141.44M | $98.44 | |
| 36 | EYE | NATIONAL VISION HLDGS INC | 1.07% | - | 2,657,241 | $120.35M | $45.29 | |
| 37 | IDXX | IDEXX LABS INC | 0.89% | Reduce -47.8% | 199,946 | $99.95M | $499.87 | |
| 38 | TEAM | ATLASSIAN CORP PLC | 0.81% | Reduce -44.5% | 390,949 | $91.43M | No quote | No quote |
| 39 | DSGX | DESCARTES SYS GROUP INC | 0.75% | Add +5.9% | 1,446,425 | $84.59M | $58.48 | |
| 40 | BILL | BILL COM HLDGS INC | 0.66% | Reduce -9.7% | 544,153 | $74.28M | $136.50 | |
| 41 | EXAS | EXACT SCIENCES CORP | 0.56% | Reduce -11.3% | 471,182 | $62.43M | $132.49 | No quote |
| 42 | GSHD | GOOSEHEAD INS INC | 0.54% | - | 486,982 | $60.76M | $124.76 | |
| 43 | CABO | CABLE ONE INC | 0.53% | - | 26,999 | $60.15M | $2227.71 | |
| 44 | CIGI | COLLIERS INTL GROUP INC | 0.49% | Add +46.2% | 623,064 | $55.53M | $89.13 | |
| 45 | EB | EVENTBRITE INC | 0.48% | Reduce -34.1% | 2,978,237 | $53.91M | No quote | No quote |
| 46 | SQ | SQUARE INC | 0.44% | New | 226,972 | $49.4M | No quote | No quote |
| 47 | NCNO | NCINO INC | 0.31% | Add +171.4% | 475,000 | $34.4M | No quote | No quote |
| 48 | ACCD | ACCOLADE INC | 0.25% | Add +116.7% | 650,000 | $28.28M | No quote | No quote |
| 49 | ROOT | ROOT INC | 0.23% | New | 1,652,576 | $25.96M | $15.71 | |
| 50 | DCT | DUCK CREEK TECHNOLOGIES INC | 0.13% | - | 350,000 | $15.16M | No quote | No quote |
| 51 | ABCM | ABCAM PLC | 0.10% | New | 500,000 | $10.78M | No quote | No quote |
| 52 | BIGC | BIGCOMMERCE HLDGS INC | 0.03% | Reduce -65.3% | 57,660 | $3.7M | No quote | No quote |
| 53 | LIND | LINDBLAD EXPEDITIONS HLDGS I | 0.03% | New | 169,738 | $2.91M | $17.12 | |
| 59 | MTN | VAIL RESORTS INC | - | Sold | 0 | $0 | No quote | No quote |
| 58 | ROL | ROLLINS INC | - | Sold | 0 | $0 | No quote | No quote |
| 57 | ODFL | OLD DOMINION FREIGHT LINE IN | - | Sold | 0 | $0 | No quote | No quote |
| 56 | LII | LENNOX INTL INC | - | Sold | 0 | $0 | No quote | No quote |
| 55 | CNNE | CANNAE HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 54 | ANGI | ANGI HOMESERVICES INC | - | Sold | 0 | $0 | No quote | No quote |