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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 2026-05-16 from SEC 13F data.

Live quotes available for 36 of 48 rows. Rows without a quote are marked unavailable.

1RBCRBC BEARINGS INC12.72%Reduce -3.0%2,275,636$1.24B$543.1252w: $297.28 - $589.17; reported $543.12
2DASHDOORDASH INC6.61%Add +19.5%4,276,006$642.04M$150.1552w: $143.30 - $285.50; reported $150.15
3MELIMERCADOLIBRE INC6.24%Add +13.9%350,845$606.62M$1729.0252w: $1593.21 - $2645.22; reported $1729.02
4APGAPI GROUP CORP6.16%Reduce -1.6%14,775,236$598.69M$40.5252w: $20.50 - $46.89; reported $40.52
5QQNITY ELECTRONICS INC6.04%Add +81.7%5,088,108$587.07M$115.3852w: $70.50 - $140.60; reported $115.38
6XPOXPO INC5.88%Reduce -25.7%2,935,934$571.19M$194.5552w: $85.06 - $220.50; reported $194.55
7FERGFERGUSON ENTERPRISES INC5.26%Add +40.4%2,191,975$511.3M$233.2652w: $146.00 - $271.64; reported $233.26
8MDLNMEDLINE INC3.33%Add +5.3%7,265,853$323.33M$44.5052w: $34.89 - $50.88; reported $44.50
9CVNACARVANA CO3.22%Add +7.6%995,741$313.04M$314.3852w: $29.65 - $97.38; reported $314.38
10CLHCLEAN HARBORS INC3.10%Add +25.9%1,050,973$301.35M$286.7352w: $178.29 - $298.12; reported $286.73
11ULSUL SOLUTIONS INC2.90%Add +28.4%3,291,516$282.12M$85.7152w: $49.93 - $91.95; reported $85.71
12RKTROCKET COS INC2.83%Add +10.5%19,305,725$275.11M$14.2552w: $10.94 - $24.36; reported $14.25
13FOURSHIFT4 PMTS INC2.78%Reduce -6.7%6,165,793$269.63M$43.7352w: $40.60 - $108.50; reported $43.73
14VSECVSE CORP2.67%Add +59.8%1,404,771$259.04M$184.4052w: $100.53 - $231.60; reported $184.40
15AFRMAFFIRM HLDGS INC2.66%Add +53.5%5,649,434$258.86M$45.8252w: $30.90 - $100.00; reported $45.82
16IWMISHARES TR2.62%Add +961.9%1,027,614$254.85M$248.0052w: $171.73 - $271.60; reported $248.00
17PRVAPRIVIA HEALTH GROUP INC2.56%-12,087,843$248.65M$20.5752w: $18.77 - $26.51; reported $20.57
18CPNGCOUPANG INC2.50%Reduce -47.4%12,866,806$242.93M$18.8852w: $16.74 - $34.08; reported $18.88
19OPCHOPTION CARE HEALTH INC2.49%-8,991,254$242.04M$26.9252w: $24.24 - $36.80; reported $26.92
20TECHBIO-TECHNE CORP2.40%Add +113.3%4,456,017$232.87M$52.2652w: $46.01 - $72.16; reported $52.26
21WIXWIX COM LTD1.89%New2,041,688$183.89M$90.0752w: $60.22 - $191.24; reported $90.07
22CRHCFCRH PLC1.60%New1,477,777$155.34MNo quoteNo quote
23YOUCLEAR SECURE INC1.48%Reduce -14.2%2,971,595$143.85M$48.4152w: $23.00 - $56.51; reported $48.41
24WRBYWARBY PARKER INC1.39%Reduce -12.5%6,396,513$134.77M$21.0752w: $13.63 - $31.00; reported $21.07
25SHOPSHOPIFY INC1.19%Reduce -52.4%971,814$115.28M$118.6252w: $69.84 - $182.19; reported $118.62
26ENTGENTEGRIS INC1.17%New971,701$113.92M$117.2452w: $60.75 - $142.50; reported $117.24
27FNFABRINET1.16%New216,472$112.89M$521.5252w: $148.55 - $632.99; reported $521.52
28AYIACUITY INC1.03%Reduce -56.4%355,729$99.68M$280.2252w: $216.81 - $380.17; reported $280.22
29CIGICOLLIERS INTL GROUP INC0.91%Reduce -75.4%828,839$88.59M$106.8952w: $95.66 - $171.51; reported $106.89
30AITAPPLIED INDL TECHNOLOGIES IN0.81%New296,601$78.69M$265.3252w: $199.96 - $296.70; reported $265.32
31FLSFLOWSERVE CORP0.72%New951,798$69.97M$73.5152w: $37.34 - $92.41; reported $73.51
32GSHDGOOSEHEAD INS INC0.69%-1,562,969$66.68M$42.6652w: $40.00 - $124.40; reported $42.66
33ANDGANDERSEN GROUP INC0.47%-1,670,485$45.44M$27.2052w: $18.12 - $30.22; reported $27.20
34RBLXROBLOX CORP0.38%Reduce -44.4%646,429$36.56M$56.5652w: $50.10 - $150.59; reported $56.56
35AURAURORA INNOVATION INC0.06%Reduce -78.0%1,486,036$6.12M$4.1252w: $3.60 - $8.25; reported $4.12
36ESABESAB CORPORATION0.03%New34,315$3.32M$96.6652w: $89.41 - $137.42; reported $96.66
37XMTRXOMETRY INC0.02%New55,405$2.26M$40.8452w: $18.59 - $73.87; reported $40.84
48VEEVVEEVA SYS INC-Sold0$0No quoteNo quote
47TWLOTWILIO INC-Sold0$0No quoteNo quote
46TOSTTOAST INC-Sold0$0No quoteNo quote
45SRADSPORTRADAR GROUP AG-Sold0$0No quoteNo quote
44FSVFIRSTSERVICE CORP NEW-Sold0$0No quoteNo quote
43FIGFIGMA INC-Sold0$0No quoteNo quote
42DUOLDUOLINGO INC-Sold0$0No quoteNo quote
41DSGXDESCARTES SYS GROUP INC-Sold0$0No quoteNo quote
40CBZCBIZ INC-Sold0$0No quoteNo quote
39BKNGBOOKING HOLDINGS INC-Sold0$0No quoteNo quote
38APPAPPLOVIN CORP-Sold0$0No quoteNo quote