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 38 of 61 rows. Rows without a quote are marked unavailable.
| 1 | SAM | BOSTON BEER INC | 6.15% | Add +3.9% | 602,876 | $727.24M | $1206.28 | |
| 2 | RDFN | REDFIN CORP | 4.84% | Reduce -4.4% | 8,587,640 | $571.85M | No quote | No quote |
| 3 | JBHT | HUNT J B TRANS SVCS INC | 4.69% | Add +51.0% | 3,299,050 | $554.47M | $168.07 | |
| 4 | RH | RH | 4.57% | Reduce -4.3% | 905,277 | $540.09M | $596.60 | |
| 5 | SHOP | SHOPIFY INC | 4.49% | Add +11.1% | 479,750 | $530.84M | $1106.50 | |
| 6 | BKI | BLACK KNIGHT INC | 4.44% | Add +33.4% | 7,090,810 | $524.65M | No quote | No quote |
| 7 | INTU | INTUIT | 4.34% | Add +13.0% | 1,340,946 | $513.66M | $383.06 | |
| 8 | FSV | FIRSTSERVICE CORP NEW | 3.99% | Add +4.6% | 3,187,445 | $472.35M | $148.19 | |
| 9 | DASH | DOORDASH INC | 3.47% | - | 3,178,350 | $409.99M | $128.99 | |
| 10 | IAC | IAC INTERACTIVECORP NEW | 3.46% | Reduce -8.0% | 1,893,952 | $409.68M | $216.31 | |
| 11 | VRM | VROOM INC | 3.15% | Add +77.4% | 9,568,448 | $373.07M | $38.99 | No quote |
| 12 | IR | INGERSOLL RAND INC | 2.95% | Add +44.2% | 7,087,501 | $348.78M | $49.21 | |
| 13 | KWR | QUAKER CHEM CORP | 2.79% | Reduce -13.2% | 1,355,459 | $330.42M | $243.77 | |
| 14 | MSCI | MSCI INC | 2.76% | Add +10.6% | 778,498 | $326.41M | $419.28 | |
| 15 | STNE | STONECO LTD | 2.72% | - | 5,260,000 | $322.02M | No quote | No quote |
| 16 | AFRM | AFFIRM HLDGS INC | 2.69% | New | 4,663,868 | $317.65M | $68.11 | |
| 17 | WST | WEST PHARMACEUTICAL SVSC INC | 2.31% | - | 968,625 | $272.94M | $281.78 | |
| 18 | TWLO | TWILIO INC | 2.17% | Reduce -19.6% | 752,035 | $256.26M | $340.76 | |
| 19 | BFAM | BRIGHT HORIZONS FAM SOL IN D | 2.14% | Reduce -33.9% | 1,478,558 | $253.5M | $171.45 | |
| 20 | COUP | COUPA SOFTWARE INC | 2.13% | Reduce -13.1% | 988,933 | $251.66M | No quote | No quote |
| 21 | FOUR | SHIFT4 PMTS INC | 2.00% | Reduce -2.0% | 2,881,952 | $236.35M | $82.01 | |
| 22 | BURL | BURLINGTON STORES INC | 2.00% | Add +24.0% | 789,850 | $236.01M | No quote | No quote |
| 23 | ROP | ROPER TECHNOLOGIES INC | 1.97% | Add +2.8% | 577,656 | $232.99M | $403.34 | |
| 24 | WIX | WIX COM LTD | 1.86% | Add +34.1% | 786,229 | $219.53M | $279.22 | |
| 25 | ABNB | AIRBNB INC | 1.75% | - | 1,100,000 | $206.73M | $187.94 | |
| 26 | WCN | WASTE CONNECTIONS INC | 1.60% | - | 1,753,717 | $189.37M | $107.98 | |
| 27 | GFL | GFL ENVIRONMENTAL INC | 1.59% | - | 5,365,339 | $187.52M | $34.95 | |
| 28 | CDAY | CERIDIAN HCM HLDG INC | 1.32% | Reduce -1.9% | 1,849,624 | $155.87M | No quote | No quote |
| 29 | CPNG | COUPANG INC | 1.19% | New | 2,857,142 | $141M | $49.35 | |
| 30 | RBC | RBC BEARINGS INC | 1.19% | Reduce -26.3% | 716,401 | $140.97M | $196.77 | |
| 31 | TTC | TORO CO | 1.16% | Reduce -15.3% | 1,330,422 | $137.22M | $103.14 | |
| 32 | EYE | NATIONAL VISION HLDGS INC | 1.14% | Add +16.2% | 3,087,241 | $135.31M | $43.83 | |
| 33 | XP | XP INC | 1.14% | Reduce -18.8% | 3,577,352 | $134.76M | $37.67 | |
| 34 | FTCH | FARFETCH LTD | 1.00% | Reduce -31.5% | 2,226,931 | $118.07M | No quote | No quote |
| 35 | FTDR | FRONTDOOR INC | 0.96% | New | 2,108,363 | $113.33M | No quote | No quote |
| 36 | DDOG | DATADOG INC | 0.83% | Reduce -18.2% | 1,175,360 | $97.96M | $83.34 | |
| 37 | DSGX | DESCARTES SYS GROUP INC | 0.76% | Add +2.0% | 1,476,125 | $89.91M | $60.91 | |
| 38 | BILL | BILL COM HLDGS INC | 0.75% | Add +12.8% | 613,653 | $89.29M | $145.50 | |
| 39 | ACVA | ACV AUCTIONS INC | 0.70% | New | 2,438,020 | $82.3M | No quote | No quote |
| 40 | CARG | CARGURUS INC | 0.69% | Reduce -28.7% | 3,445,622 | $82.11M | No quote | No quote |
| 41 | ACCD | ACCOLADE INC | 0.52% | Add +108.7% | 1,356,841 | $61.56M | No quote | No quote |
| 42 | IDXX | IDEXX LABS INC | 0.51% | Reduce -38.5% | 122,950 | $60.16M | $489.31 | |
| 43 | SNOW | SNOWFLAKE INC | 0.44% | Reduce -62.4% | 226,509 | $51.93M | $229.28 | |
| 44 | GSHD | GOOSEHEAD INS INC | 0.40% | Reduce -10.5% | 435,828 | $46.71M | $107.18 | |
| 45 | EXAS | EXACT SCIENCES CORP | 0.36% | Reduce -32.0% | 320,456 | $42.23M | $131.78 | No quote |
| 46 | ALHC | ALIGNMENT HEALTHCARE INC | 0.33% | New | 1,839,069 | $39.15M | No quote | No quote |
| 47 | NCNO | NCINO INC | 0.31% | Add +15.8% | 550,000 | $36.7M | No quote | No quote |
| 48 | XM | QUALTRICS INTL INC | 0.28% | New | 1,000,000 | $32.91M | No quote | No quote |
| 49 | CABO | CABLE ONE INC | 0.26% | Reduce -37.9% | 16,763 | $30.65M | $1828.37 | |
| 50 | DCT | DUCK CREEK TECHNOLOGIES INC | 0.22% | Add +62.1% | 567,391 | $25.61M | No quote | No quote |
| 51 | MTN | VAIL RESORTS INC | 0.20% | New | 80,753 | $23.55M | $291.65 | |
| 52 | MKTX | MARKETAXESS HLDGS INC | 0.20% | New | 46,683 | $23.24M | $497.91 | |
| 53 | ABCM | ABCAM PLC | 0.08% | - | 500,000 | $9.61M | No quote | No quote |
| 54 | ROOT | ROOT INC | 0.07% | Reduce -58.4% | 687,347 | $8.75M | $12.73 | |
| 61 | SQ | SQUARE INC | - | Sold | 0 | $0 | No quote | No quote |
| 60 | LIND | LINDBLAD EXPEDITIONS HLDGS I | - | Sold | 0 | $0 | No quote | No quote |
| 59 | EB | EVENTBRITE INC | - | Sold | 0 | $0 | No quote | No quote |
| 58 | DNB | DUN & BRADSTREET HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 57 | CIGI | COLLIERS INTL GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 56 | BIGC | BIGCOMMERCE HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 55 | TEAM | ATLASSIAN CORP PLC | - | Sold | 0 | $0 | No quote | No quote |