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.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 46 of 68 rows. Rows without a quote are marked unavailable.
| 1 | SHOP | SHOPIFY INC | 5.51% | Reduce -7.7% | 536,829 | $727.82M | $1355.78 | |
| 2 | INTU | INTUIT | 5.20% | Reduce -8.4% | 1,273,292 | $686.95M | $539.51 | |
| 3 | FSV | FIRSTSERVICE CORP NEW | 4.47% | Reduce -0.1% | 3,266,607 | $589.56M | $180.48 | |
| 4 | JBHT | HUNT J B TRANS SVCS INC | 4.24% | Reduce -2.3% | 3,347,189 | $559.72M | $167.22 | |
| 5 | MSCI | MSCI INC | 4.10% | - | 889,942 | $541.39M | $608.34 | |
| 6 | RH | RH | 3.98% | Reduce -7.3% | 788,117 | $525.6M | $666.91 | |
| 7 | RDFN | REDFIN CORP | 3.40% | Reduce -2.4% | 8,946,046 | $448.2M | No quote | No quote |
| 8 | DASH | DOORDASH INC | 3.35% | Reduce -32.5% | 2,145,077 | $441.84M | $205.98 | |
| 9 | BKI | BLACK KNIGHT INC | 3.26% | Reduce -13.2% | 5,976,562 | $430.31M | No quote | No quote |
| 10 | WRBY | WARBY PARKER INC | 3.17% | New | 7,887,525 | $418.43M | $53.05 | |
| 11 | MTN | VAIL RESORTS INC | 2.88% | Add +98.5% | 1,136,419 | $379.62M | $334.05 | |
| 12 | WST | WEST PHARMACEUTICAL SVSC INC | 2.76% | Reduce -9.7% | 859,210 | $364.77M | $424.54 | |
| 13 | KWR | QUAKER CHEM CORP | 2.69% | Add +2.1% | 1,495,780 | $355.58M | $237.72 | |
| 14 | TWLO | TWILIO INC | 2.68% | Add +61.4% | 1,108,360 | $353.62M | $319.05 | |
| 15 | CFLT | CONFLUENT INC | 2.65% | Add +11.3% | 6,005,057 | $349.54M | No quote | No quote |
| 16 | ROP | ROPER TECHNOLOGIES INC | 2.60% | - | 768,829 | $343M | $446.13 | |
| 17 | YOU | CLEAR SECURE INC | 2.59% | - | 8,566,942 | $342.17M | $39.94 | |
| 18 | CDAY | CERIDIAN HCM HLDG INC | 2.45% | Add +56.2% | 2,867,439 | $322.93M | No quote | No quote |
| 19 | RBC | RBC BEARINGS INC | 2.27% | Add +117.4% | 1,409,069 | $299M | $212.20 | |
| 20 | AFRM | AFFIRM HLDGS INC | 2.18% | Reduce -48.3% | 2,413,663 | $287.54M | $119.13 | |
| 21 | IR | INGERSOLL RAND INC | 2.07% | Reduce -27.5% | 5,425,313 | $273.49M | $50.41 | |
| 22 | FOUR | SHIFT4 PMTS INC | 1.84% | Add +14.8% | 3,134,819 | $243.01M | $77.52 | |
| 23 | COUP | COUPA SOFTWARE INC | 1.80% | Reduce -20.9% | 1,082,766 | $237.32M | No quote | No quote |
| 24 | SAM | BOSTON BEER INC | 1.79% | Reduce -18.8% | 463,899 | $236.47M | $509.75 | |
| 25 | CPNG | COUPANG INC | 1.79% | Add +196.7% | 8,476,833 | $236.08M | $27.85 | |
| 26 | CFX | COLFAX CORP | 1.67% | New | 4,814,239 | $220.97M | No quote | No quote |
| 27 | XP | XP INC | 1.64% | Add +80.3% | 5,398,511 | $216.86M | $40.17 | |
| 28 | WCN | WASTE CONNECTIONS INC | 1.44% | Reduce -5.0% | 1,512,779 | $190.5M | $125.93 | |
| 29 | IAC | IAC INTERACTIVECORP NEW | 1.44% | Reduce -10.8% | 1,457,772 | $189.93M | $130.29 | |
| 30 | ONON | ON HLDG AG | 1.42% | New | 6,465,000 | $187.16M | $28.95 | |
| 31 | CWAN | CLEARWATER ANALYTICS HLDGS I | 1.34% | New | 7,037,371 | $176.37M | $25.06 | |
| 32 | TOST | TOAST INC | 1.31% | New | 3,650,355 | $173.23M | $47.45 | |
| 33 | AGL | AGILON HEALTH INC | 1.27% | Add +4.0% | 6,446,363 | $167.78M | $26.03 | No quote |
| 34 | DUOL | DUOLINGO INC | 0.98% | New | 794,981 | $129.35M | $162.71 | |
| 35 | EYE | NATIONAL VISION HLDGS INC | 0.96% | Reduce -22.3% | 2,235,741 | $126.92M | $56.77 | |
| 36 | GSHD | GOOSEHEAD INS INC | 0.95% | Reduce -5.0% | 826,404 | $125.85M | $152.29 | |
| 37 | WIX | WIX COM LTD | 0.94% | Reduce -17.8% | 630,689 | $123.6M | $195.97 | |
| 38 | DSGX | DESCARTES SYS GROUP INC | 0.84% | Reduce -5.0% | 1,360,249 | $110.53M | $81.26 | |
| 39 | UPWK | UPWORK INC | 0.80% | Add +57.0% | 2,347,652 | $105.72M | $45.03 | |
| 40 | VRM | VROOM INC | 0.70% | Reduce -30.8% | 4,188,509 | $92.44M | $22.07 | No quote |
| 41 | BURL | BURLINGTON STORES INC | 0.69% | Reduce -50.0% | 322,921 | $91.57M | No quote | No quote |
| 42 | XMTR | XOMETRY INC | 0.62% | - | 1,445,516 | $81.98M | $56.71 | |
| 43 | FTCH | FARFETCH LTD | 0.61% | Add +38.6% | 2,141,032 | $80.25M | No quote | No quote |
| 44 | DOCS | DOXIMITY INC | 0.46% | - | 750,000 | $60.53M | $80.70 | |
| 45 | SOFI | SOFI TECHNOLOGIES INC | 0.43% | Reduce -70.3% | 3,597,334 | $57.13M | $15.88 | |
| 46 | ACCD | ACCOLADE INC | 0.40% | Reduce -5.0% | 1,250,329 | $52.73M | No quote | No quote |
| 47 | VMEO | VIMEO INC | 0.38% | Reduce -36.1% | 1,723,541 | $50.62M | No quote | No quote |
| 48 | MNDY | MONDAY COM LTD | 0.37% | - | 150,000 | $48.93M | $326.20 | |
| 49 | BFAM | BRIGHT HORIZONS FAM SOL IN D | 0.31% | Reduce -57.1% | 294,277 | $41.03M | $139.42 | |
| 50 | CZOO | CAZOO GROUP LTD | 0.29% | New | 5,127,547 | $38.18M | No quote | No quote |
| 51 | XM | QUALTRICS INTL INC | 0.26% | Reduce -20.1% | 798,577 | $34.13M | No quote | No quote |
| 52 | DNUT | KRISPY KREME INC | 0.26% | New | 2,421,191 | $33.9M | No quote | No quote |
| 53 | ACVA | ACV AUCTIONS INC | 0.23% | Reduce -30.8% | 1,688,020 | $30.2M | No quote | No quote |
| 54 | SRAD | SPORTRADAR GROUP AG | 0.17% | New | 1,000,000 | $22.63M | $22.63 | |
| 55 | BILL | BILL COM HLDGS INC | 0.15% | Reduce -69.2% | 76,388 | $20.39M | $266.95 | |
| 56 | ALHC | ALIGNMENT HEALTHCARE INC | 0.15% | Reduce -33.1% | 1,229,776 | $19.65M | No quote | No quote |
| 57 | LFST | LIFESTANCE HEALTH GROUP INC | 0.15% | Reduce -11.6% | 1,325,747 | $19.22M | $14.50 | |
| 58 | UP | WHEELS UP EXPERIENCE INC | 0.12% | New | 2,500,000 | $16.48M | No quote | No quote |
| 59 | IDXX | IDEXX LABS INC | 0.12% | Reduce -78.7% | 25,402 | $15.8M | $621.92 | |
| 60 | CARG | CARGURUS INC | 0.10% | Reduce -81.2% | 419,423 | $13.17M | No quote | No quote |
| 61 | DDOG | DATADOG INC | 0.10% | New | 92,737 | $13.11M | $141.35 | |
| 62 | ABCM | ABCAM PLC | 0.08% | - | 500,000 | $10.14M | No quote | No quote |
| 63 | GFL | GFL ENVIRONMENTAL INC | 0.07% | Reduce -92.6% | 264,194 | $9.82M | $37.15 | |
| 64 | LTCH | LATCH INC | 0.05% | Reduce -76.7% | 583,764 | $6.58M | No quote | No quote |
| 65 | TTC | TORO CO | 0.00% | Reduce -99.9% | 1,247 | $121K | $97.03 | |
| 68 | STNE | STONECO LTD | - | Sold | 0 | $0 | No quote | No quote |
| 67 | FTDR | FRONTDOOR INC | - | Sold | 0 | $0 | No quote | No quote |
| 66 | ABNB | AIRBNB INC | - | Sold | 0 | $0 | No quote | No quote |