← All Managers

Henry Ellenbogen

Durable Capital Partners

Growth investor

$9.71B

Portfolio Value

37

Holdings

Q1 '26

Period

2026-05-15

Filed

📈

Simulated 13F Return

⚠️ Approximation

Total Return

+16.88%

Q4 '24 → Q3 '25

Annualized

+23.21%/yr

S&P: +18.77%/yr

Alpha (vs S&P)

+3.16%

3 quarters tracked

1-Year Return

—

⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.

📈 Recent Activity

Changes from previous quarter

RBCREDUCED
12.7% of portfolio
-3% shares+2.8pp
DASHINCREASED
6.6% of portfolio
+19% shares-1.1pp
MELIINCREASED
6.2% of portfolio
+14% shares+0.4pp
APGREDUCED
6.2% of portfolio
-2% shares+0.7pp
QINCREASED
6.0% of portfolio
+82% shares+3.9pp
XPOREDUCED
5.9% of portfolio
-26% shares+0.8pp
FERGINCREASED
5.3% of portfolio
+40% shares+2.0pp
MDLNINCREASED
3.3% of portfolio
+5% shares+0.6pp
CVNAINCREASED
3.2% of portfolio
+8% shares-0.5pp
CLHREDUCED
3.1% of portfolio
+26% shares+1.3pp
ULSINCREASED
2.9% of portfolio
+28% shares+1.0pp
RKTINCREASED
2.8% of portfolio
+11% shares-0.4pp
FOURREDUCED
2.8% of portfolio
-7% shares-1.2pp
VSECUREDUCED
2.7% of portfolio
+60% shares+1.2pp
AFRMINCREASED
2.7% of portfolio
+53% shares+0.1pp
EEMREDUCED
2.6% of portfolio
+962% shares+2.4pp
CPNGREDUCED
2.5% of portfolio
-47% shares-3.0pp
TECHINCREASED
2.4% of portfolio
+113% shares+1.2pp
WIXNEW
1.9% of portfolio
New position
CRHNEW
1.6% of portfolio
New position
YOUREDUCED
1.5% of portfolio
-14% shares+0.3pp
WRBYREDUCED
1.4% of portfolio
-13% shares-0.1pp
SHOPINCREASED
1.2% of portfolio
-52% shares-1.9pp
ENTGNEW
1.2% of portfolio
New position
FNNEW
1.2% of portfolio
New position
AYIREDUCED
1.0% of portfolio
-56% shares-1.8pp
CIGIINCREASED
0.9% of portfolio
-75% shares-3.8pp
AITNEW
0.8% of portfolio
New position
FLSNEW
0.7% of portfolio
New position
RBLXINCREASED
0.4% of portfolio
-44% shares-0.5pp
AUROWREDUCED
0.1% of portfolio
-78% shares-0.2pp
ESABNEW
<0.1% of portfolio
New position
XMTRNEW
<0.1% of portfolio
New position
VEEVSOLD
was 2.0%
Sold out position
Filing price: $223.23
DSGXSOLD
was 1.4%
Sold out position
Filing price: $87.66
SRADSOLD
was 1.3%
Sold out position
Filing price: $23.77
TWLOSOLD
was 1.3%
Sold out position
Filing price: $142.24
APPSOLD
was 1.0%
Sold out position
Filing price: $673.82
BKNGSOLD
was 0.9%
Sold out position
Filing price: $5355.33
CBZSOLD
was 0.8%
Sold out position
Filing price: $50.45
TOSTSOLD
was 0.8%
Sold out position
Filing price: $35.51
FSVSOLD
was 0.6%
Sold out position
Filing price: $155.53
FIGSOLD
was 0.6%
Sold out position
Filing price: $37.37
DUOLSOLD
was 0.2%
Sold out position
Filing price: $175.50

Sold Out (11)

SOLDDSGXDESCARTES SYS GROUP INCwas 1.42%@$87.66
SOLDDUOLDUOLINGO INCwas 0.20%@$175.50
SOLDFIGFIGMA INCwas 0.61%@$37.37
SOLDFSVFIRSTSERVICE CORP NEWwas 0.64%@$155.53
SOLDSRADSPORTRADAR GROUP AGwas 1.34%@$23.77
SOLDTOSTTOAST INCwas 0.77%@$35.51
SOLDTWLOTWILIO INCwas 1.29%@$142.24
SOLDVEEVVEEVA SYS INCwas 2.01%@$223.23
SOLDAPPAPPLOVIN CORPwas 1.04%@$673.82
SOLDBKNGBOOKING HOLDINGS INCwas 0.93%@$5355.33
SOLDCBZCBIZ INCwas 0.78%@$50.45

📊 Sector Breakdown

Portfolio allocation by sector

Unknown 86.0%Technology 14.0%

💼 Holdings

🔍

37 of 37 positions · $9.71B

This quarter: 8 new positions, increased 13, reduced 12, sold 11. Net seller.

RBCREDUCED
12.7%
12.7% of portfolio (was 10.0%, trimmed)
Filed ~$543
—📄
DASHINCREASED
6.6%
6.6% of portfolio (was 7.7%, added)
Filed ~$150
—📄
MELIINCREASED
6.2%
6.2% of portfolio (was 5.9%, added)
Filed ~$1729
—📄
APGREDUCED
6.2%
6.2% of portfolio (was 5.4%, trimmed)
Filed ~$41
—📄
QINCREASED
6.0%
6.0% of portfolio (was 2.2%, added)
Filed ~$115
—📄
XPOREDUCED
5.9%
5.9% of portfolio (was 5.1%, trimmed)
Filed ~$195
—📄
FERGINCREASED
5.3%
5.3% of portfolio (was 3.3%, added)
Filed ~$233
—📄
MDLNINCREASED
3.3%
3.3% of portfolio (was 2.7%, added)
Filed ~$45
—📄
CVNAINCREASED
3.2%
3.2% of portfolio (was 3.7%, added)
Filed ~$314
—📄
CLHREDUCED
3.1%
3.1% of portfolio (was 1.9%, trimmed)
Filed ~$287
—📄
ULSINCREASED
2.9%
2.9% of portfolio (was 1.9%, added)
Filed ~$86
—📄
RKTINCREASED
2.8%
2.8% of portfolio (was 3.2%, added)
Filed ~$14
—📄
FOURREDUCED
2.8%
2.8% of portfolio (was 3.9%, trimmed)
Filed ~$44
—📄
VSECUREDUCED
2.7%
2.7% of portfolio (was 1.4%, trimmed)
Filed ~$184
—📄
AFRMINCREASED
2.7%
2.7% of portfolio (was 2.6%, added)
Filed ~$46
—📄
EEMREDUCED
2.6%
2.6% of portfolio (was 0.2%, trimmed)
Filed ~$248
—📄
PRVA
2.6%
2.6% of portfolio
Filed ~$21
—📄
CPNGREDUCED
2.5%
2.5% of portfolio (was 5.5%, trimmed)
Filed ~$19
—📄
OPCH
2.5%
2.5% of portfolio
Filed ~$27
—📄
TECHINCREASED
2.4%
2.4% of portfolio (was 1.2%, added)
Filed ~$52
—📄
WIXNEW
1.9%
1.9% of portfolio (new position)
Filed ~$90
—📄
CRHNEW
1.6%
1.6% of portfolio (new position)
Filed ~$105
—📄
YOUREDUCED
1.5%
1.5% of portfolio (was 1.1%, trimmed)
Filed ~$48
—📄
WRBYREDUCED
1.4%
1.4% of portfolio (was 1.5%, trimmed)
Filed ~$21
—📄
SHOPINCREASED
1.2%
1.2% of portfolio (was 3.1%, added)
Filed ~$119
—📄
1–25 of 37

🚫 Sold Out (11 positions)

SOLDDSGXDESCARTES SYS GROUP INCwas 1.42%@$87.661710202 shares · $149.9M
SOLDDUOLDUOLINGO INCwas 0.20%@$175.50119181 shares · $20.9M
SOLDFIGFIGMA INCwas 0.61%@$37.371727263 shares · $64.5M
SOLDFSVFIRSTSERVICE CORP NEWwas 0.64%@$155.53436598 shares · $67.9M
SOLDSRADSPORTRADAR GROUP AGwas 1.34%@$23.775956331 shares · $141.6M
SOLDTOSTTOAST INCwas 0.77%@$35.512299023 shares · $81.6M
SOLDTWLOTWILIO INCwas 1.29%@$142.24962089 shares · $136.8M
SOLDVEEVVEEVA SYS INCwas 2.01%@$223.23951896 shares · $212.5M
SOLDAPPAPPLOVIN CORPwas 1.04%@$673.82163405 shares · $110.1M
SOLDBKNGBOOKING HOLDINGS INCwas 0.93%@$5355.3318274 shares · $97.9M
SOLDCBZCBIZ INCwas 0.78%@$50.451631969 shares · $82.3M