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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.

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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 40 of 65 rows. Rows without a quote are marked unavailable.

1SHOPSHOPIFY INC6.27%Add +21.2%581,511$849.58M$1460.9852w: $83.94 - $155.22; reported $1460.98
2INTUINTUIT5.03%Add +3.7%1,390,768$681.71M$490.1752w: $280.99 - $492.60; reported $490.17
3SAMBOSTON BEER INC4.30%Reduce -5.3%570,973$582.85M$1020.8052w: $534.63 - $1349.98; reported $1020.80
4RDFNREDFIN CORP4.29%Add +6.7%9,163,912$581.08MNo quoteNo quote
5RHRH4.26%Reduce -6.0%850,684$577.61M$679.0052w: $248.76 - $733.05; reported $679.00
6DASHDOORDASH INC4.18%-3,178,350$566.8M$178.3352w: $110.13 - $256.09; reported $178.33
7FSVFIRSTSERVICE CORP NEW4.13%Add +2.6%3,271,113$560.21M$171.2652w: $98.48 - $177.04; reported $171.26
8JBHTHUNT J B TRANS SVCS INC4.12%Add +3.8%3,424,638$558.05M$162.9552w: $117.25 - $183.80; reported $162.95
9BKIBLACK KNIGHT INC3.96%Reduce -2.9%6,885,837$536.96MNo quoteNo quote
10MSCIMSCI INC3.50%Add +14.3%889,942$474.41M$533.0852w: $329.83 - $543.29; reported $533.08
11IRINGERSOLL RAND INC2.70%Add +5.6%7,487,246$365.45M$48.8152w: $27.16 - $52.12; reported $48.81
12ROPROPER TECHNOLOGIES INC2.67%Add +33.1%768,829$361.5M$470.2052w: $362.90 - $472.09; reported $470.20
13COUPCOUPA SOFTWARE INC2.65%Add +38.4%1,368,733$358.76MNo quoteNo quote
14KWRQUAKER CHEM CORP2.56%Add +8.1%1,465,603$347.63M$237.1952w: $170.31 - $301.99; reported $237.19
15WSTWEST PHARMACEUTICAL SVSC INC2.52%Reduce -1.8%951,263$341.6M$359.1052w: $222.97 - $364.53; reported $359.10
16YOUCLEAR SECURE INC2.43%New8,566,942$329.64M$38.4852w: $38.26 - $44.79; reported $38.48
17AFRMAFFIRM HLDGS INC2.32%-4,663,868$314.11M$67.3552w: $46.50 - $146.90; reported $67.35
18TWLOTWILIO INC2.00%Reduce -8.7%686,670$270.66M$394.1652w: $214.32 - $457.30; reported $394.16
19FOURSHIFT4 PMTS INC1.89%Reduce -5.3%2,729,570$255.82M$93.7252w: $33.18 - $104.11; reported $93.72
20VRMVROOM INC1.87%Reduce -36.7%6,055,588$253.49M$41.86No quote
21IACIAC INTERACTIVECORP NEW1.86%Reduce -13.7%1,635,030$252.07M$154.1752w: $66.68 - $179.12; reported $154.17
22AGLAGILON HEALTH INC1.80%New6,199,700$244.38M$39.42No quote
23CFLTCONFLUENT INC1.76%New5,393,231$238.37MNo quoteNo quote
24SOFISOFI TECHNOLOGIES INC1.71%New12,101,541$231.99M$19.1752w: $11.80 - $28.26; reported $19.17
25WIXWIX COM LTD1.64%Reduce -2.4%767,428$222.77M$290.2852w: $213.12 - $362.07; reported $290.28
26BURLBURLINGTON STORES INC1.53%Reduce -18.2%646,165$208.06MNo quoteNo quote
27WCNWASTE CONNECTIONS INC1.40%Reduce -9.2%1,592,399$190.18M$119.4352w: $91.20 - $124.95; reported $119.43
28MTNVAIL RESORTS INC1.34%Add +608.8%572,408$181.18M$316.5252w: $174.39 - $338.50; reported $316.52
29CDAYCERIDIAN HCM HLDG INC1.30%Reduce -0.7%1,836,236$176.13MNo quoteNo quote
30ABNBAIRBNB INC1.24%-1,100,000$168.45M$153.1452w: $121.50 - $219.94; reported $153.14
31EYENATIONAL VISION HLDGS INC1.09%Reduce -6.7%2,879,036$147.21M$51.1352w: $27.10 - $53.68; reported $51.13
32TTCTORO CO1.05%Reduce -3.0%1,290,509$141.8M$109.8852w: $64.06 - $118.13; reported $109.88
33VMEOVIMEO INC0.98%New2,699,377$132.27MNo quoteNo quote
34STNESTONECO LTD0.97%Reduce -62.6%1,964,819$131.76MNo quoteNo quote
35XPXP INC0.96%Reduce -16.3%2,993,710$130.38M$43.5552w: $34.53 - $52.95; reported $43.55
36RBCRBC BEARINGS INC0.95%Reduce -9.5%648,237$129.27M$199.4252w: $113.40 - $208.11; reported $199.42
37XMTRXOMETRY INC0.91%New1,445,516$123.34M$85.3252w: $66.00 - $97.57; reported $85.32
38CPNGCOUPANG INC0.88%-2,857,142$119.49M$41.8252w: $30.65 - $69.00; reported $41.82
39GFLGFL ENVIRONMENTAL INC0.84%Reduce -33.3%3,578,384$114.22M$31.9252w: $17.19 - $36.70; reported $31.92
40GSHDGOOSEHEAD INS INC0.82%Add +99.6%869,899$110.74M$127.3052w: $74.83 - $174.79; reported $127.30
41BFAMBRIGHT HORIZONS FAM SOL IN D0.75%Reduce -53.5%686,827$101.04M$147.1152w: $105.86 - $182.50; reported $147.11
42DSGXDESCARTES SYS GROUP INC0.73%Reduce -3.0%1,431,841$99.03M$69.1652w: $50.53 - $70.52; reported $69.16
43UPWKUPWORK INC0.64%New1,495,276$87.16M$58.2952w: $12.96 - $63.88; reported $58.29
44FTDRFRONTDOOR INC0.58%Reduce -24.6%1,589,842$79.21MNo quoteNo quote
45FTCHFARFETCH LTD0.57%Reduce -30.6%1,544,820$77.8MNo quoteNo quote
46IDXXIDEXX LABS INC0.56%Reduce -3.0%119,261$75.32M$631.5552w: $329.69 - $639.65; reported $631.55
47ACCDACCOLADE INC0.53%Reduce -3.0%1,316,136$71.48MNo quoteNo quote
48ACVAACV AUCTIONS INC0.46%-2,438,020$61.86MNo quoteNo quote
49CARGCARGURUS INC0.43%Reduce -35.4%2,226,155$58.39MNo quoteNo quote
50BILLBILL COM HLDGS INC0.34%Reduce -59.5%248,364$45.5M$183.1852w: $77.81 - $195.95; reported $183.18
51DOCSDOXIMITY INC0.32%New750,000$43.65M$58.2052w: $41.17 - $65.42; reported $58.20
52ALHCALIGNMENT HEALTHCARE INC0.31%-1,839,069$42.51MNo quoteNo quote
53LFSTLIFESTANCE HEALTH GROUP INC0.31%New1,500,000$41.79M$27.8652w: $19.55 - $29.67; reported $27.86
54XMQUALTRICS INTL INC0.28%-1,000,000$38.25MNo quoteNo quote
55MNDYMONDAY COM LTD0.25%New150,000$33.54M$223.5952w: $155.01 - $237.50; reported $223.59
56LTCHLATCH INC0.22%New2,500,000$29.35MNo quoteNo quote
57ABCMABCAM PLC0.07%-500,000$9.52MNo quoteNo quote
65SNOWSNOWFLAKE INC-Sold0$0No quoteNo quote
64ROOTROOT INC-Sold0$0No quoteNo quote
63NCNONCINO INC-Sold0$0No quoteNo quote
62MKTXMARKETAXESS HLDGS INC-Sold0$0No quoteNo quote
61EXASEXACT SCIENCES CORP-Sold0$0No quoteNo quote
60DCTDUCK CREEK TECHNOLOGIES INC-Sold0$0No quoteNo quote
59DDOGDATADOG INC-Sold0$0No quoteNo quote
58CABOCABLE ONE INC-Sold0$0No quoteNo quote