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Focused investors/Henry Ellenbogen

Henry Ellenbogen - Durable Capital Partners

As of Q1 2026, Henry Ellenbogen reported 37 long-equity positions worth $9.71B in aggregate.

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Latest quarter
-3.10%
1-year
-12.34%
3-year
+22.78%
3-year top 5
+33.68%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 39 of 69 rows. Rows without a quote are marked unavailable.

1INTUINTUIT6.58%Add +2.8%1,309,106$842.04M$643.2252w: $357.69 - $716.86; reported $643.22
2JBHTHUNT J B TRANS SVCS INC5.23%Reduce -2.2%3,274,436$669.3M$204.4052w: $133.36 - $206.84; reported $204.40
3FSVFIRSTSERVICE CORP NEW4.84%Reduce -3.5%3,152,276$619.33M$196.4752w: $132.13 - $202.78; reported $196.47
4SHOPSHOPIFY INC4.83%Reduce -16.4%448,722$618.07M$1377.3952w: $100.51 - $176.29; reported $1377.39
5MSCIMSCI INC4.58%Add +7.5%956,595$586.1M$612.6952w: $380.00 - $679.85; reported $612.69
6CFLTCONFLUENT INC4.09%Add +14.3%6,863,959$523.31MNo quoteNo quote
7WRBYWARBY PARKER INC3.78%Add +31.9%10,402,912$484.36M$46.5652w: $42.03 - $60.30; reported $46.56
8MTNVAIL RESORTS INC3.66%Add +25.8%1,430,023$468.91M$327.9052w: $261.41 - $376.24; reported $327.90
9ROPROPER TECHNOLOGIES INC3.54%Add +20.0%922,357$453.67M$491.8652w: $365.23 - $505.00; reported $491.86
10WSTWEST PHARMACEUTICAL SVSC INC3.15%-859,210$402.98M$469.0152w: $253.86 - $475.35; reported $469.01
11RHRH2.77%Reduce -16.2%660,407$353.94M$535.9452w: $411.88 - $744.56; reported $535.94
12DDOGDATADOG INC2.66%Add +1964.2%1,914,308$340.96M$178.1152w: $69.73 - $199.68; reported $178.11
13KWRQUAKER HOUGHTON2.64%Reduce -2.1%1,464,443$337.96M$230.7852w: $215.86 - $301.99; reported $230.78
14BKIBLACK KNIGHT INC2.62%Reduce -32.4%4,037,988$334.71MNo quoteNo quote
15IRINGERSOLL RAND INC2.60%Reduce -0.8%5,379,462$332.83M$61.8752w: $40.64 - $62.23; reported $61.87
16RDFNREDFIN CORP2.60%Reduce -3.2%8,662,502$332.55MNo quoteNo quote
17CDAYCERIDIAN HCM HLDG INC2.44%Add +4.2%2,986,485$311.97MNo quoteNo quote
18DASHDOORDASH INC2.26%Reduce -9.6%1,939,962$288.86M$148.9052w: $110.13 - $257.25; reported $148.90
19TWLOTWILIO INC2.18%Reduce -4.6%1,057,585$278.5M$263.3452w: $235.00 - $457.30; reported $263.34
20CPNGCOUPANG INC2.14%Add +10.1%9,330,823$274.14M$29.3852w: $25.06 - $69.00; reported $29.38
21YOUCLEAR SECURE INC2.10%-8,566,942$268.75M$31.3752w: $24.02 - $65.70; reported $31.37
22RBCRBC BEARINGS INC1.98%Reduce -11.2%1,251,919$252.85M$201.9752w: $160.51 - $250.52; reported $201.97
23DUOLDUOLINGO INC1.68%Add +155.7%2,032,902$214.73M$105.6352w: $94.50 - $205.00; reported $105.63
24WCNWASTE CONNECTIONS INC1.55%Reduce -3.5%1,459,832$198.93M$136.2752w: $97.02 - $138.82; reported $136.27
25PTONPELOTON INTERACTIVE INC1.52%New5,434,782$194.35M$35.7652w: $33.91 - $171.09; reported $35.76
26ONONON HLDG AG1.47%Reduce -20.5%5,141,356$187.7M$36.5152w: $28.10 - $55.87; reported $36.51
27CWANCLEARWATER ANALYTICS HLDGS I1.41%Add +14.2%8,037,371$179.92M$22.3852w: $19.26 - $27.68; reported $22.38
28SAMBOSTON BEER INC1.16%Reduce -36.5%294,536$148.77M$505.1052w: $435.12 - $1349.98; reported $505.10
29AFRMAFFIRM HLDGS INC1.13%Reduce -40.3%1,441,576$144.97M$100.5652w: $46.50 - $176.65; reported $100.56
30BURLBURLINGTON STORES INC1.12%Add +52.2%491,554$143.29MNo quoteNo quote
31XPXP INC1.11%Reduce -8.1%4,959,518$142.54M$28.7452w: $27.65 - $53.08; reported $28.74
32EYENATIONAL VISION HLDGS INC1.09%Add +29.6%2,896,397$139M$47.9952w: $41.58 - $65.92; reported $47.99
33IACIAC INTERACTIVECORP NEW1.08%Reduce -27.5%1,056,465$138.09M$130.7152w: $119.20 - $179.12; reported $130.71
34CFXCOLFAX CORP1.07%Reduce -38.4%2,967,359$136.41MNo quoteNo quote
35COUPCOUPA SOFTWARE INC1.04%Reduce -22.0%844,533$133.48MNo quoteNo quote
36DSGXDESCARTES SYS GROUP INC1.04%Add +18.3%1,609,332$133.06M$82.6852w: $56.55 - $91.39; reported $82.68
37AGLAGILON HEALTH INC0.96%Reduce -29.3%4,556,335$123.02MNo quoteNo quote
38TOSTTOAST INC0.82%Reduce -13.6%3,155,302$104.49M$33.1152w: $30.69 - $69.93; reported $33.11
39GSHDGOOSEHEAD INS INC0.76%Reduce -9.3%749,492$97.49M$130.0852w: $78.86 - $181.30; reported $130.08
40FOURSHIFT4 PMTS INC0.69%Reduce -51.6%1,516,938$87.88M$57.9352w: $48.58 - $104.11; reported $57.93
41SGRYSURGERY PARTNERS INC0.66%New1,593,229$85.09MNo quoteNo quote
42SGSWEETGREEN INC0.64%New2,631,327$82.37MNo quoteNo quote
43XMTRXOMETRY INC0.58%-1,445,516$74.08M$51.2552w: $40.38 - $97.57; reported $51.25
44WIXWIX COM LTD0.56%Reduce -27.8%455,590$71.89M$157.7952w: $133.00 - $362.07; reported $157.79
45EXFYEXPENSIFY INC0.56%New1,623,692$71.44MNo quoteNo quote
46UPWKUPWORK INC0.49%Reduce -22.3%1,823,822$62.3M$34.1652w: $31.31 - $64.49; reported $34.16
47DOCSDOXIMITY INC0.42%Add +42.2%1,066,187$53.45M$50.1352w: $41.17 - $107.79; reported $50.13
48FTCHFARFETCH LTD0.40%Reduce -28.0%1,540,747$51.51MNo quoteNo quote
49SRADSPORTRADAR GROUP AG0.31%Add +126.3%2,263,224$39.77M$17.5752w: $13.98 - $28.22; reported $17.57
50CZOOCAZOO GROUP LTD0.24%-5,127,547$30.26MNo quoteNo quote
51XMQUALTRICS INTL INC0.22%-798,577$28.27MNo quoteNo quote
52ACCDACCOLADE INC0.22%Reduce -15.4%1,057,390$27.87MNo quoteNo quote
53VRMVROOM INC0.19%Reduce -46.1%2,256,636$24.35M$10.79No quote
54VMEOVIMEO INC0.16%Reduce -32.5%1,162,940$20.89MNo quoteNo quote
55CARGCARGURUS INC0.13%Add +22.0%511,561$17.21MNo quoteNo quote
56ABCMABCAM PLC0.09%-500,000$11.78MNo quoteNo quote
57UPWHEELS UP EXPERIENCE INC0.09%Reduce -3.5%2,412,500$11.19MNo quoteNo quote
58BFAMBRIGHT HORIZONS FAM SOL IN D0.05%Reduce -82.6%51,086$6.43M$125.8952w: $113.41 - $182.50; reported $125.89
59ALHCALIGNMENT HEALTHCARE INC0.03%Reduce -78.0%271,118$3.81MNo quoteNo quote
69TTCTORO CO-Sold0$0No quoteNo quote
68SOFISOFI TECHNOLOGIES INC-Sold0$0No quoteNo quote
67MNDYMONDAY COM LTD-Sold0$0No quoteNo quote
66LFSTLIFESTANCE HEALTH GROUP INC-Sold0$0No quoteNo quote
65LTCHLATCH INC-Sold0$0No quoteNo quote
64DNUTKRISPY KREME INC-Sold0$0No quoteNo quote
63IDXXIDEXX LABS INC-Sold0$0No quoteNo quote
62GFLGFL ENVIRONMENTAL INC-Sold0$0No quoteNo quote
61BILLBILL COM HLDGS INC-Sold0$0No quoteNo quote
60ACVAACV AUCTIONS INC-Sold0$0No quoteNo quote