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Focused investors/Henry Ellenbogen

Henry Ellenbogen - Durable Capital Partners

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

As of Q1 2026, Henry Ellenbogen's Durable Capital Partners held 37 long-equity positions with a reported value of $9.71B.

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Updated 2026-05-10 from SEC 13F data.

Live quotes available for 43 of 57 rows. Rows without a quote are marked unavailable.

1INTUINTUIT7.64%Reduce -0.7%1,416,101$930.68M$657.2152w: $444.19 - $676.62; reported $657.21
2ROPROPER TECHNOLOGIES INC5.87%Add +6.2%1,268,797$715.17M$563.6652w: $471.93 - $569.50; reported $563.66
3RBCRBC BEARINGS INC5.30%Add +2.0%2,392,576$645.47M$269.7852w: $203.65 - $299.25; reported $269.78
4DUOLDUOLINGO INC5.04%Reduce -5.2%2,943,622$614.25M$208.6752w: $121.89 - $251.30; reported $208.67
5BFAMBRIGHT HORIZONS FAM SOL IN D4.92%Add +9.1%5,450,019$599.94M$110.0852w: $71.65 - $119.21; reported $110.08
6FSVFIRSTSERVICE CORP NEW4.42%Add +16.4%3,534,869$538.61M$152.3752w: $134.77 - $171.94; reported $152.37
7BKNGBOOKING HOLDINGS INC4.24%Add +3.8%130,497$516.96M$3961.5052w: $104.98 - $161.60; reported $3961.50
8HUBSHUBSPOT INC3.97%Reduce -24.9%819,106$483.1MNo quoteNo quote
9CPNGCOUPANG INC3.87%Add +143.2%22,527,909$471.96M$20.9552w: $13.51 - $23.77; reported $20.95
10TOSTTOAST INC3.84%Add +14.0%18,174,146$468.35M$25.7752w: $13.77 - $27.90; reported $25.77
11FOURSHIFT4 PMTS INC2.99%Add +4.2%4,968,955$364.47M$73.3552w: $42.91 - $92.30; reported $73.35
12WSTWEST PHARMACEUTICAL SVSC INC2.81%Add +0.9%1,040,524$342.74M$329.3952w: $310.00 - $415.73; reported $329.39
13DSGXDESCARTES SYS GROUP INC2.75%Reduce -4.9%3,455,887$334.67M$96.8452w: $69.59 - $100.69; reported $96.84
14CHECHEMED CORP NEW2.45%Reduce -3.5%550,204$298.53MNo quoteNo quote
15CPRTCOPART INC2.16%Add +11.0%4,857,125$263.06M$54.1652w: $42.41 - $58.58; reported $54.16
16TEAMATLASSIAN CORPORATION2.02%Reduce -33.3%1,389,703$245.81MNo quoteNo quote
17CIGICOLLIERS INTL GROUP INC1.96%Add +5.9%2,137,705$238.67M$111.6552w: $83.38 - $131.05; reported $111.65
18SSNCSS&C TECHNOLOGIES HLDGS INC1.91%Reduce -21.6%3,717,692$232.99M$62.6752w: $46.61 - $65.86; reported $62.67
19RHRH1.78%Add +36.7%885,048$216.34M$244.4452w: $207.26 - $406.38; reported $244.44
20VEEVVEEVA SYS INC1.77%Add +25.1%1,177,095$215.42M$183.0152w: $162.72 - $236.90; reported $183.01
21MNDYMONDAY COM LTD1.70%New859,813$207.01M$240.7652w: $122.13 - $249.00; reported $240.76
22MOHMOLINA HEALTHCARE INC1.59%Reduce -25.0%651,327$193.64M$297.3052w: $288.79 - $423.92; reported $297.30
23ODFLOLD DOMINION FREIGHT LINE IN1.54%Add +605.7%1,060,816$187.34M$176.6052w: $165.49 - $227.80; reported $176.60
24SHOPSHOPIFY INC1.52%Add +153.8%2,794,802$184.6M$66.0552w: $45.50 - $91.57; reported $66.05
25TTCTORO CO1.44%Add +144.5%1,878,515$175.66M$93.5152w: $77.15 - $106.68; reported $93.51
26JBHTHUNT J B TRANS SVCS INC1.44%Reduce -66.0%1,096,496$175.44M$160.0052w: $153.12 - $219.51; reported $160.00
27DOCSDOXIMITY INC1.43%Add +39.6%6,218,067$173.92M$27.9752w: $19.71 - $36.29; reported $27.97
28BIRKBIRKENSTOCK HOLDING PLC1.40%Reduce -22.9%3,123,640$169.96M$54.4152w: $35.83 - $61.83; reported $54.41
29ROLROLLINS INC1.37%Reduce -0.7%3,415,400$166.64M$48.7952w: $32.19 - $50.09; reported $48.79
30ENTGENTEGRIS INC1.34%Add +65.9%1,209,401$163.75M$135.4052w: $84.13 - $146.91; reported $135.40
31PRVAPRIVIA HEALTH GROUP INC1.30%-9,090,909$158M$17.3852w: $15.92 - $28.23; reported $17.38
32MSCIMSCI INC1.25%Reduce -43.4%316,599$152.52M$481.7552w: $439.95 - $617.39; reported $481.75
33ACHCACADIA HEALTHCARE COMPANY IN1.23%Add +58.8%2,217,791$149.79M$67.5452w: $62.04 - $87.77; reported $67.54
34PTCPTC INC1.06%Reduce -9.3%710,316$129.04MNo quoteNo quote
35AVTRAVANTOR INC1.05%Reduce -29.0%6,037,845$128M$21.2052w: $16.63 - $26.16; reported $21.20
36DDOGDATADOG INC0.91%Reduce -13.9%858,880$111.39M$129.6952w: $77.81 - $138.61; reported $129.69
37WRBYWARBY PARKER INC0.90%Add +65.0%6,851,967$110.04M$16.0652w: $9.83 - $17.95; reported $16.06
38IRINGERSOLL RAND INC0.90%Reduce -20.3%1,201,176$109.11M$90.8452w: $59.20 - $96.67; reported $90.84
39CVNACARVANA CO0.89%New840,131$108.14M$128.7252w: $4.69 - $27.38; reported $128.72
40GGGGRACO INC0.77%Reduce -19.5%1,182,481$93.75M$79.2852w: $69.78 - $94.77; reported $79.28
41WCNWASTE CONNECTIONS INC0.59%Reduce -47.9%411,641$72.19M$175.3652w: $126.12 - $177.25; reported $175.36
42SAIASAIA INC0.57%Add +5.6%145,447$68.98M$474.2952w: $331.23 - $628.34; reported $474.29
43SGRYSURGERY PARTNERS INC0.56%Reduce -39.8%2,881,227$68.54MNo quoteNo quote
44LFSTLIFESTANCE HEALTH GROUP INC0.50%Add +19.7%12,395,085$60.86M$4.9152w: $4.64 - $9.52; reported $4.91
45AURAURORA INNOVATION INC0.31%Reduce -31.9%13,606,038$37.69M$2.7752w: $1.60 - $4.81; reported $2.77
46ALHCALIGNMENT HEALTHCARE INC0.26%New3,980,949$31.13MNo quoteNo quote
47YOUCLEAR SECURE INC0.23%Reduce -56.1%1,510,316$28.26M$18.7152w: $15.28 - $27.75; reported $18.71
48VSECVSE CORP0.22%New305,860$27M$88.2852w: $48.47 - $91.73; reported $88.28
49GSHDGOOSEHEAD INS INC0.02%Reduce -80.8%38,256$2.2M$57.4452w: $50.47 - $92.76; reported $57.44
57TDYTELEDYNE TECHNOLOGIES INC-Sold0$0No quoteNo quote
56SPYSPDR S&P 500 ETF TR-Sold0$0No quoteNo quote
55PCTYPAYLOCITY HLDG CORP-Sold0$0No quoteNo quote
54IWMISHARES TR-Sold0$0No quoteNo quote
53IACIAC INC-Sold0$0No quoteNo quote
52ITGARTNER INC-Sold0$0No quoteNo quote
51DASHDOORDASH INC-Sold0$0No quoteNo quote
50AGLAGILON HEALTH INC-Sold0$0No quoteNo quote