# Henry Ellenbogen — Durable Capital Partners

Source: SEC EDGAR 13F filings (CIK 0001798849).
Page URL: https://superinvestorclub.com/manager/64
Last updated: 2026-07-07T21:36:16.488Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Henry Ellenbogen reported 37 long equity positions in their Durable Capital Partners 13F filing, with a total reported value of $9.71B.

### About

Growth investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | RBC | RBC BEARINGS INC | 2275636 | $1.24B | 12.72% | -3.0% |
| 2 | DASH | DOORDASH INC | 4276006 | $642.0M | 6.61% | +19.5% |
| 3 | MELI | MERCADOLIBRE  INC | 350845 | $606.6M | 6.24% | +13.9% |
| 4 | APG | API GROUP CORP | 14775236 | $598.7M | 6.16% | -1.6% |
| 5 | Q | QNITY ELECTRONICS INC | 5088108 | $587.1M | 6.04% | +81.7% |
| 6 | XPO | XPO INC | 2935934 | $571.2M | 5.88% | -25.7% |
| 7 | FERG | FERGUSON ENTERPRISES INC | 2191975 | $511.3M | 5.26% | +40.4% |
| 8 | MDLN | MEDLINE INC | 7265853 | $323.3M | 3.33% | +5.3% |
| 9 | CVNA | CARVANA CO | 995741 | $313.0M | 3.22% | +7.6% |
| 10 | CLH | CLEAN HARBORS INC | 1050973 | $301.3M | 3.10% | 25.9% |
| 11 | ULS | UL SOLUTIONS INC | 3291516 | $282.1M | 2.90% | +28.4% |
| 12 | RKT | ROCKET COS INC | 19305725 | $275.1M | 2.83% | +10.5% |
| 13 | FOUR | SHIFT4 PMTS INC | 6165793 | $269.6M | 2.78% | -6.7% |
| 14 | VSECU | VSE CORP | 1404771 | $259.0M | 2.67% | 59.8% |
| 15 | AFRM | AFFIRM HLDGS INC | 5649434 | $258.9M | 2.66% | +53.5% |
| 16 | EEM | iShares MSCI Emerging Markets ETF | 1027614 | $254.8M | 2.62% | 961.8% |
| 17 | PRVA | PRIVIA HEALTH GROUP INC | 12087843 | $248.6M | 2.56% | — |
| 18 | CPNG | COUPANG INC | 12866806 | $242.9M | 2.50% | -47.4% |
| 19 | OPCH | OPTION CARE HEALTH INC | 8991254 | $242.0M | 2.49% | — |
| 20 | TECH | BIO-TECHNE CORP | 4456017 | $232.9M | 2.40% | +113.3% |
| 21 | WIX | WIX COM LTD | 2041688 | $183.9M | 1.89% | NEW |
| 22 | CRH | CRH PLC | 1477777 | $155.3M | 1.60% | NEW |
| 23 | YOU | CLEAR SECURE INC | 2971595 | $143.9M | 1.48% | -14.2% |
| 24 | WRBY | WARBY PARKER INC | 6396513 | $134.8M | 1.39% | -12.5% |
| 25 | SHOP | SHOPIFY INC | 971814 | $115.3M | 1.19% | +-52.4% |

## New positions this quarter (8)

- WIX (WIX COM LTD): 2041688 shares, $183.9M
- CRH (CRH PLC): 1477777 shares, $155.3M
- ENTG (ENTEGRIS INC): 971701 shares, $113.9M
- FN (FABRINET): 216472 shares, $112.9M
- AIT (APPLIED INDL TECHNOLOGIES IN): 296601 shares, $78.7M
- FLS (FLOWSERVE CORP): 951798 shares, $70.0M
- ESAB (ESAB CORPORATION): 34315 shares, $3.3M
- XMTR (XOMETRY INC): 55405 shares, $2.3M

## Increased positions (13)

- DASH: 4276006 shares (+19.5%), $642.0M
- MELI: 350845 shares (+13.9%), $606.6M
- Q: 5088108 shares (+81.7%), $587.1M
- FERG: 2191975 shares (+40.4%), $511.3M
- MDLN: 7265853 shares (+5.3%), $323.3M
- CVNA: 995741 shares (+7.6%), $313.0M
- ULS: 3291516 shares (+28.4%), $282.1M
- RKT: 19305725 shares (+10.5%), $275.1M
- AFRM: 5649434 shares (+53.5%), $258.9M
- TECH: 4456017 shares (+113.3%), $232.9M
- SHOP: 971814 shares (-52.4%), $115.3M
- CIGI: 828839 shares (-75.4%), $88.6M
- RBLX: 646429 shares (-44.4%), $36.6M

## Reduced positions (12)

- RBC: 2275636 shares (-3.0%), $1.24B
- APG: 14775236 shares (-1.6%), $598.7M
- XPO: 2935934 shares (-25.7%), $571.2M
- CLH: 1050973 shares (25.9%), $301.3M
- FOUR: 6165793 shares (-6.7%), $269.6M
- VSECU: 1404771 shares (59.8%), $259.0M
- EEM: 1027614 shares (961.8%), $254.8M
- CPNG: 12866806 shares (-47.4%), $242.9M
- YOU: 2971595 shares (-14.2%), $143.9M
- WRBY: 6396513 shares (-12.5%), $134.8M
- AYI: 355729 shares (-56.4%), $99.7M
- AUROW: 1486036 shares (-78.0%), $6.1M

## Sold positions (11)

- VEEV: previously held 951896 shares worth $212.5M
- DSGX: previously held 1710202 shares worth $149.9M
- SRAD: previously held 5956331 shares worth $141.6M
- TWLO: previously held 962089 shares worth $136.8M
- APP: previously held 163405 shares worth $110.1M
- BKNG: previously held 18274 shares worth $97.9M
- CBZ: previously held 1631969 shares worth $82.3M
- TOST: previously held 2299023 shares worth $81.6M
- FSV: previously held 436598 shares worth $67.9M
- FIG: previously held 1727263 shares worth $64.5M
- DUOL: previously held 119181 shares worth $20.9M

## Filing history (9)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-14)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)

## Citation

When citing, use: "Henry Ellenbogen, Durable Capital Partners, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/64)".