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ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|
Rockwood Research
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Durable Capital Partners

Long Only
Manager
Henry Ellenbogen
Quarter
Q2 2026
13F value
$10.28B
Positions
36
CIK
0001798849
SHARE:XLINKEDINEMAIL
RBC Bearings IncRBCHISTORY10.70%(24.9%)
Doordash IncDASHHISTORY7.46%(2.8%)
Qnity Electronics IncQHISTORY7.23%(10.5%)
Ferguson Enterprises IncFERGHISTORY6.88%+35.9%
Mercadolibre IncMELIHISTORY5.10%(12.0%)
Api Group CorpAPGHISTORY5.00%(17.9%)
Xpo IncXPOHISTORY4.84%(17.4%)
Carvana CoCVNAHISTORY4.30%+575.0%
Madison Air Solutions CorpMAIRHISTORY3.87%NEW
Twilio IncTWLOHISTORY3.70%NEW
Affirm Hldgs IncAFRMHISTORY3.51%(21.7%)
FabrinetFNHISTORY3.30%+178.7%
Privia Health Group IncPRVAHISTORY2.91%(3.7%)
Ul Solutions IncULSHISTORY2.91%(10.8%)
CRH PLCCRHHISTORY2.77%+80.4%
Shopify IncSHOPHISTORY2.59%+140.3%
Clean Harbors IncCLHHISTORY2.59%(15.1%)
Rocket Cos IncRKTHISTORY2.53%(14.6%)
Vse CorpVSECHISTORY2.18%(30.2%)
Flowserve CorpFLSHISTORY2.10%+205.8%
SHIFT4 Pmts IncFOURHISTORY2.09%(28.3%)
Warby Parker IncWRBYHISTORY1.89%—
Option Care Health IncOPCHHISTORY1.26%(31.4%)
Medline IncMDLNHISTORY1.01%(63.8%)
Xometry IncXMTRHISTORY0.95%+1,731.9%
Wix Com LTDWIXHISTORY0.90%—
Goosehead Ins IncGSHDHISTORY0.87%+17.5%
Aurora Innovation IncAURHISTORY0.72%+632.8%
Coupang IncCPNGHISTORY0.66%(69.8%)
Andersen Group IncANDGHISTORY0.61%—
Applied Indl Technologies InAITHISTORY0.53%(45.4%)
Entegris IncENTGHISTORY0.51%(69.8%)
Rollins IncROLHISTORY0.47%NEW
Agilon Health IncAGLHISTORY0.46%NEW
Bio-Techne CorpTECHHISTORY0.34%(88.7%)
Acuity IncAYIHISTORY0.25%(80.7%)
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Rows marked Off-13F are >5% stakes disclosed on a Schedule 13D/13G dated after the latest 13F; they report shares and percent of class but no dollar value. Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology