What Henry Ellenbogen Bought in Q2 2026
Durable Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$10.28B
Total Value
36
Holdings
4
New Buys
20
Reduced
In Q2 2026, Henry Ellenbogen reported 36 long equity positions worth $10.28B in their Durable Capital Partners 13F filing, including 4 new positions (largest: MADISON AIR SOLUTIONS CORP at $397.7M) and 9 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | RBC | RBC BEARINGS INC | 1708921 | $1.10B | 10.70% | -24.9% |
| 2 | DASH | DOORDASH INC | 4154183 | $766.6M | 7.46% | -2.8% |
| 3 | Q | QNITY ELECTRONICS INC | 4553414 | $743.6M | 7.23% | -10.5% |
| 4 | FERG | FERGUSON ENTERPRISES INC | 2979735 | $707.2M | 6.88% | +35.9% |
| 5 | MELI | MERCADOLIBRE INC | 308663 | $523.9M | 5.10% | -12.0% |
| 6 | APG | API GROUP CORP | 12131313 | $513.8M | 5.00% | -17.9% |
| 7 | XPO | XPO INC | 2424919 | $497.8M | 4.84% | -17.4% |
| 8 | CVNA | CARVANA CO | 6720882 | $442.4M | 4.30% | 575.0% |
| 9 | MAIR | MADISON AIR SOLUTIONS CORP | 10196486 | $397.7M | 3.87% | NEW |
| 10 | TWLO | TWILIO INC | 1846153 | $380.9M | 3.70% | NEW |
| 11 | AFRM | AFFIRM HLDGS INC | 4425406 | $360.9M | 3.51% | -21.7% |
| 12 | FN | FABRINET | 603340 | $339.1M | 3.30% | +178.7% |
| 13 | PRVA | PRIVIA HEALTH GROUP INC | 11635948 | $299.4M | 2.91% | -3.7% |
| 14 | ULS | UL SOLUTIONS INC | 2937488 | $299.2M | 2.91% | -10.8% |
| 15 | CRH | CRH PLC | 2665296 | $285.2M | 2.77% | +80.4% |
| 16 | SHOP | SHOPIFY INC | 2335694 | $266.7M | 2.59% | 140.3% |
| 17 | CLH | CLEAN HARBORS INC | 892405 | $266.6M | 2.59% | +-15.1% |
| 18 | RKT | ROCKET COS INC | 16488238 | $259.7M | 2.53% | -14.6% |
| 19 | VSECU | VSE CORP | 980310 | $224.0M | 2.18% | +-30.2% |
| 20 | FLS | FLOWSERVE CORP | 2911004 | $215.9M | 2.10% | 205.8% |
| 21 | FOUR | SHIFT4 PMTS INC | 4423633 | $215.2M | 2.09% | -28.3% |
| 22 | WRBY | WARBY PARKER INC | 6396513 | $194.1M | 1.89% | — |
| 23 | OPCH | OPTION CARE HEALTH INC | 6163722 | $129.3M | 1.26% | -31.4% |
| 24 | MDLN | MEDLINE INC | 2627321 | $103.6M | 1.01% | -63.8% |
| 25 | XMTR | XOMETRY INC | 1014976 | $98.0M | 0.95% | 1731.9% |
| 26 | WIX | WIX COM LTD | 2041688 | $92.6M | 0.90% | — |
| 27 | GSHD | GOOSEHEAD INS INC | 1837151 | $89.1M | 0.87% | +17.5% |
| 28 | AUR | AURORA INNOVATION INC | 10889415 | $74.3M | 0.72% | 632.8% |
| 29 | CPNG | COUPANG INC | 3881925 | $67.4M | 0.66% | +-69.8% |
| 30 | ANDG | ANDERSEN GROUP INC | 1670485 | $63.0M | 0.61% | — |
| 31 | AIT | APPLIED INDL TECHNOLOGIES IN | 162070 | $54.8M | 0.53% | -45.4% |
| 32 | ENTG | ENTEGRIS INC | 293139 | $52.7M | 0.51% | -69.8% |
| 33 | ROL | ROLLINS INC | 1165673 | $48.7M | 0.47% | NEW |
| 34 | AGL | AGILON HEALTH INC | 440642 | $47.2M | 0.46% | NEW |
| 35 | TECH | BIO-TECHNE CORP | 501963 | $35.5M | 0.34% | +-88.7% |
| 36 | AYI | ACUITY INC | 68646 | $25.9M | 0.25% | +-80.7% |