Henry Ellenbogen — Durable Capital PartnersSuperinvestor
About Henry Ellenbogen — Durable Capital Partners’s 13F portfolio
Henry Ellenbogen — Durable Capital Partners is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Henry Ellenbogen — Durable Capital Partners reported $10.3B across 36 US-listed positions (). Its largest position is RBC BEARINGS INC (RBC) at 11% of the reported book, and its ten biggest holdings make up 59% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  NYSE: RBC RBC BEARINGS INC | $513.95 +3.62% | 11% | 1.7M | $1.1B |
| 2 |  NASDAQ: DASH DOORDASH INC | $236.93 +1.47% | 7.5% | 4.2M | $766.6M |
| 3 |  NYSE: Q QNITY ELECTRONICS INC | $126.20 −0.33% | 7.2% | 4.6M | $743.6M |
| 4 |  NYSE: FERG FERGUSON ENTERPRISES INC | $235.73 +1.32% | 6.9% | 3.0M | $707.2M |
| 5 |  NASDAQ: MELI MERCADOLIBRE INC | $1,950.44 −2.33% | 5.1% | 309K | $523.9M |
| 6 |  NYSE: APG API GROUP CORP | $41.22 +2.08% | 5.0% | 12.1M | $513.8M |
| 7 |  NYSE: XPO XPO INC | $192.46 +0.28% | 4.8% | 2.4M | $497.8M |
| 8 |  NYSE: CVNA CARVANA CO | $73.95 −2.40% | 4.3% | 6.7M | $442.4M |
| 9 |  NYSE: MAIR MADISON AIR SOLUTIONS CORP | — — | 3.9% | 10.2M | $397.7M |
| 10 |  NYSE: TWLO TWILIO INC | $228.46 +2.00% | 3.7% | 1.8M | $380.9M |
| 11 |  NASDAQ: AFRM AFFIRM HLDGS INC | $76.46 −1.91% | 3.5% | 4.4M | $360.9M |
| 12 |  NYSE: FN FABRINET | $437.80 +1.45% | 3.3% | 603K | $339.1M |
| 13 |  NASDAQ: PRVA PRIVIA HEALTH GROUP INC | $21.07 −0.61% | 2.9% | 11.6M | $299.4M |
| 14 |  NYSE: ULS UL SOLUTIONS INC | $75.05 +1.43% | 2.9% | 2.9M | $299.2M |
| 15 |  NYSE: CRH CRH PLC | $97.05 +0.88% | 2.8% | 2.7M | $285.2M |
| 16 |  NASDAQ: SHOP SHOPIFY INC | $150.29 −2.33% | 2.6% | 2.3M | $266.7M |
| 17 |  NYSE: CLH CLEAN HARBORS INC | $313.67 +1.68% | 2.6% | 892K | $266.6M |
| 18 |  NYSE: RKT ROCKET COS INC | $13.90 −2.80% | 2.5% | 16.5M | $259.7M |
| 19 |  NASDAQ: VSEC VSE CORP | $226.90 +4.25% | 2.2% | 980K | $224.0M |
| 20 |  NYSE: FLS FLOWSERVE CORP | $82.80 +2.78% | 2.1% | 2.9M | $215.9M |
| 21 |  NYSE: FOUR SHIFT4 PMTS INC | $46.25 −3.65% | 2.1% | 4.4M | $215.2M |
| 22 |  NYSE: WRBY WARBY PARKER INC | $25.48 −2.00% | 1.9% | 6.4M | $194.1M |
| 23 |  NASDAQ: OPCH OPTION CARE HEALTH INC | $24.04 +1.69% | 1.3% | 6.2M | $129.3M |
| 24 |  NASDAQ: MDLN MEDLINE INC | $34.58 −2.97% | 1.0% | 2.6M | $103.6M |
| 25 |  NASDAQ: XMTR XOMETRY INC | $88.08 +0.34% | 1.0% | 1.0M | $98.0M |
Showing 1–25 of 36 positions on this page reported in this 13F.
- Industrials39%
- Technology20%
- Consumer Cyclical19%
- Healthcare7.9%
- Financial Services6.9%
- Basic Materials2.8%
- AddedFERGFERGUSON ENTERPRISES INC+35.9%$707.2M
- AddedCVNACARVANA CO+575%$442.4M
- NewMAIRMADISON AIR SOLUTIONS CORP—$397.7M
- NewTWLOTWILIO INC—$380.9M
- AddedFNFABRINET+179%$339.1M
- AddedCRHCRH PLC+80.4%$285.2M
- AddedSHOPSHOPIFY INC+140%$266.7M
- AddedFLSFLOWSERVE CORP+206%$215.9M
- AddedXMTRXOMETRY INC+1732%$98.0M
- AddedGSHDGOOSEHEAD INS INC+17.5%$89.1M
- ReducedRBCRBC BEARINGS INC−24.9%$1.1B
- ReducedDASHDOORDASH INC−2.8%$766.6M
- ReducedQQNITY ELECTRONICS INC−10.5%$743.6M
- ReducedMELIMERCADOLIBRE INC−12.0%$523.9M
- ReducedAPGAPI GROUP CORP−17.9%$513.8M
- ReducedXPOXPO INC−17.4%$497.8M
- ReducedAFRMAFFIRM HLDGS INC−21.7%$360.9M
- ReducedPRVAPRIVIA HEALTH GROUP INC−3.7%$299.4M
- ReducedULSUL SOLUTIONS INC−10.8%$299.2M
- ReducedCLHCLEAN HARBORS INC−15.1%$266.6M
Reading Henry Ellenbogen — Durable Capital Partners’s 13F portfolio
Henry Ellenbogen — Durable Capital Partners’s $10.3B 13F book is spread across 36 reported positions and is concentrated toward its biggest ideas, with the top ten holdings at 59%. The largest positions carry real weight, so how those names perform matters a lot to the overall book. Its five largest positions are RBC, DASH, Q, FERG and MELI, led by RBC BEARINGS INC (RBC) at 11% of the portfolio. The heaviest sector exposure is Industrials (39%), then Technology (20%).
What Henry Ellenbogen — Durable Capital Partners changed last quarter
Between 2026-03-31 and Q2 2026, Henry Ellenbogen — Durable Capital Partners was a net seller: it opened 4 new positions and added to 9 more, while trimming 20 and closing 5 outright. Against a 36-name book, that is high turnover, pointing to an active reshuffle of the book. Its largest new or increased position was FERGUSON ENTERPRISES INC (FERG), and its biggest reduction was RBC BEARINGS INC (RBC).
What a 13F does and doesn’t reveal
A 13F captures only Henry Ellenbogen — Durable Capital Partners’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Henry Ellenbogen — Durable Capital Partners is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Henry Ellenbogen — Durable Capital Partners's profile on this page is built directly from those filings.
How current is the 13F data on Henry Ellenbogen — Durable Capital Partners's page?
It reflects Henry Ellenbogen — Durable Capital Partners's most recently filed 13F, currently the quarter ending Q2 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Henry Ellenbogen — Durable Capital Partners files its next quarterly report, this page refreshes automatically.
Can I see Henry Ellenbogen — Durable Capital Partners's complete list of holdings?
This page highlights Henry Ellenbogen — Durable Capital Partners's largest positions rather than all 36 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Henry Ellenbogen — Durable Capital Partners's filings.
Does a 13F show everything Henry Ellenbogen — Durable Capital Partners owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Henry Ellenbogen — Durable Capital Partners's book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Henry Ellenbogen — Durable Capital Partners made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.