What Henry Ellenbogen Bought in Q1 2026
Durable Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$9.71B
Total Value
37
Holdings
8
New Buys
12
Reduced
In Q1 2026, Henry Ellenbogen reported 37 long equity positions worth $9.71B in their Durable Capital Partners 13F filing, including 8 new positions (largest: WIX COM LTD at $183.9M) and 13 increased positions.
| Rank | Ticker | Company | Shares | Value | % 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% |
| 26 | ENTG | ENTEGRIS INC | 971701 | $113.9M | 1.17% | NEW |
| 27 | FN | FABRINET | 216472 | $112.9M | 1.16% | NEW |
| 28 | AYI | ACUITY INC | 355729 | $99.7M | 1.03% | -56.4% |
| 29 | CIGI | COLLIERS INTL GROUP INC | 828839 | $88.6M | 0.91% | +-75.4% |
| 30 | AIT | APPLIED INDL TECHNOLOGIES IN | 296601 | $78.7M | 0.81% | NEW |
| 31 | FLS | FLOWSERVE CORP | 951798 | $70.0M | 0.72% | NEW |
| 32 | GSHD | GOOSEHEAD INS INC | 1562969 | $66.7M | 0.69% | — |
| 33 | ANDG | ANDERSEN GROUP INC | 1670485 | $45.4M | 0.47% | — |
| 34 | RBLX | ROBLOX CORP | 646429 | $36.6M | 0.38% | +-44.4% |
| 35 | AUR | AURORA INNOVATION INC | 1486036 | $6.1M | 0.06% | -78.0% |
| 36 | ESAB | ESAB CORPORATION | 34315 | $3.3M | 0.03% | NEW |
| 37 | XMTR | XOMETRY INC | 55405 | $2.3M | 0.02% | NEW |