Henry Ellenbogen - Durable Capital Partners
As of Q1 2026, Henry Ellenbogen reported 37 long-equity positions worth $9.71B in aggregate.
Copy-investor backtest
- 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 2026-05-11 from SEC 13F data.
Live quotes available for 39 of 55 rows. Rows without a quote are marked unavailable.
| 1 | INTU | INTUIT | 7.00% | Reduce -4.5% | 1,672,378 | $745.6M | $445.83 | |
| 2 | ROP | ROPER TECHNOLOGIES INC | 6.97% | - | 1,684,142 | $742.18M | $440.69 | |
| 3 | MSCI | MSCI INC | 6.47% | Reduce -10.3% | 1,230,395 | $688.64M | $559.69 | |
| 4 | DUOL | DUOLINGO INC | 5.57% | - | 4,156,738 | $592.71M | $142.59 | |
| 5 | FSV | FIRSTSERVICE CORP NEW | 5.18% | Reduce -2.0% | 3,913,940 | $551.83M | $140.99 | |
| 6 | RBC | RBC BEARINGS INC | 4.37% | Add +7.7% | 1,999,000 | $465.23M | $232.73 | |
| 7 | WST | WEST PHARMACEUTICAL SVSC INC | 4.04% | Add +11.5% | 1,241,818 | $430.25M | $346.47 | |
| 8 | HUBS | HUBSPOT INC | 3.98% | Add +0.2% | 987,902 | $423.56M | No quote | No quote |
| 9 | TEAM | ATLASSIAN CORPORATION | 3.47% | Reduce -20.2% | 2,160,078 | $369.74M | No quote | No quote |
| 10 | JBHT | HUNT J B TRANS SVCS INC | 3.45% | Add +4.4% | 2,091,454 | $366.97M | $175.46 | |
| 11 | MOH | MOLINA HEALTHCARE INC | 3.41% | Add +9.5% | 1,358,192 | $363.3M | $267.49 | |
| 12 | BKNG | BOOKING HOLDINGS INC | 3.39% | Add +86.4% | 136,131 | $361.08M | $2652.41 | |
| 13 | FOUR | SHIFT4 PMTS INC | 3.05% | Reduce -6.2% | 4,290,972 | $325.26M | $75.80 | |
| 14 | DSGX | DESCARTES SYS GROUP INC | 2.89% | Reduce -3.5% | 3,820,189 | $307.95M | $80.61 | |
| 15 | WCN | WASTE CONNECTIONS INC | 2.88% | - | 2,205,428 | $306.71M | $139.07 | |
| 16 | YOU | CLEAR SECURE INC | 2.82% | - | 11,476,588 | $300.34M | $26.17 | |
| 17 | TDY | TELEDYNE TECHNOLOGIES INC | 2.53% | Add +21.2% | 601,187 | $268.95M | $447.36 | |
| 18 | KWR | QUAKER HOUGHTON | 2.31% | Reduce -3.5% | 1,243,574 | $246.17M | $197.95 | |
| 19 | ABCM | ABCAM PLC | 2.21% | - | 17,460,597 | $235.02M | No quote | No quote |
| 20 | TTC | TORO CO | 2.13% | Add +17.1% | 2,040,323 | $226.8M | $111.16 | |
| 21 | TOST | TOAST INC | 1.97% | Add +19.6% | 11,841,610 | $210.19M | $17.75 | |
| 22 | SGRY | SURGERY PARTNERS INC | 1.76% | Reduce -6.9% | 5,449,469 | $187.84M | No quote | No quote |
| 23 | ENOV | ENOVIS CORPORATION | 1.36% | - | 2,714,032 | $145.17M | $53.49 | |
| 24 | CHE | CHEMED CORP NEW | 1.35% | Add +38.1% | 267,191 | $143.68M | No quote | No quote |
| 25 | CWAN | CLEARWATER ANALYTICS HLDGS I | 1.32% | Reduce -8.8% | 8,826,623 | $140.87M | $15.96 | |
| 26 | BFAM | BRIGHT HORIZONS FAM SOL IN D | 1.31% | New | 1,808,275 | $139.22M | $76.99 | |
| 27 | ACHC | ACADIA HEALTHCARE COMPANY IN | 1.27% | Reduce -3.4% | 1,876,108 | $135.55M | $72.25 | |
| 28 | AGL | AGILON HEALTH INC | 1.23% | Reduce -37.8% | 5,503,139 | $130.7M | No quote | No quote |
| 29 | WRBY | WARBY PARKER INC | 1.10% | Reduce -5.5% | 11,035,909 | $116.87M | $10.59 | |
| 30 | IR | INGERSOLL RAND INC | 1.06% | Add +5.3% | 1,933,832 | $112.51M | $58.18 | |
| 31 | CTLT | CATALENT INC | 0.91% | New | 1,477,116 | $97.06M | No quote | No quote |
| 32 | ONON | ON HLDG AG | 0.86% | Reduce -57.3% | 2,959,360 | $91.83M | $31.03 | |
| 33 | BSY | BENTLEY SYS INC | 0.63% | Reduce -29.7% | 1,566,362 | $67.34M | $42.99 | |
| 34 | HUM | HUMANA INC | 0.63% | Reduce -32.8% | 137,796 | $66.89M | $485.46 | |
| 35 | DDOG | DATADOG INC | 0.56% | Reduce -70.7% | 817,044 | $59.37M | $72.66 | |
| 36 | CPRT | COPART INC | 0.55% | New | 778,132 | $58.52M | $75.21 | |
| 37 | CIGI | COLLIERS INTL GROUP INC | 0.53% | New | 536,050 | $56.58M | $105.55 | |
| 38 | EFX | EQUIFAX INC | 0.49% | Reduce -22.9% | 255,778 | $51.88M | $202.84 | |
| 39 | GSHD | GOOSEHEAD INS INC | 0.48% | - | 969,925 | $50.63M | $52.20 | |
| 40 | IWM | ISHARES TR | 0.46% | - | 276,718 | $49.37M | $178.40 | |
| 41 | XP | XP INC | 0.40% | Add +19.5% | 3,593,738 | $42.66M | $11.87 | |
| 42 | RH | RH | 0.39% | Add +8.9% | 171,102 | $41.67M | $243.55 | |
| 43 | IAC | IAC INC | 0.33% | Reduce -23.3% | 670,678 | $34.61M | $51.60 | |
| 44 | ALHC | ALIGNMENT HEALTHCARE INC | 0.32% | Add +43.6% | 5,412,156 | $34.42M | No quote | No quote |
| 45 | CARG | CARGURUS INC | 0.27% | Reduce -52.6% | 1,542,553 | $28.81M | No quote | No quote |
| 46 | ROL | ROLLINS INC | 0.15% | - | 436,238 | $16.37M | $37.53 | |
| 47 | CPNG | COUPANG INC | 0.13% | Reduce -75.8% | 872,438 | $13.96M | $16.00 | |
| 48 | EXFY | EXPENSIFY INC | 0.04% | Reduce -65.8% | 547,526 | $4.46M | No quote | No quote |
| 49 | UPWK | UPWORK INC | 0.02% | - | 196,592 | $2.23M | $11.32 | |
| 55 | XMTR | XOMETRY INC | - | Sold | 0 | $0 | No quote | No quote |
| 54 | MTN | VAIL RESORTS INC | - | Sold | 0 | $0 | No quote | No quote |
| 53 | RDFN | REDFIN CORP | - | Sold | 0 | $0 | No quote | No quote |
| 52 | EYE | NATIONAL VISION HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 51 | IDXX | IDEXX LABS INC | - | Sold | 0 | $0 | No quote | No quote |
| 50 | CFLT | CONFLUENT INC | - | Sold | 0 | $0 | No quote | No quote |