Durable Capital Partners
Long Only- Manager
- Henry Ellenbogen
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $10.28B
- Positions
- 36
- CIK
- 0001798849
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | RBC Bearings IncRBCHISTORY | 10.70% | (24.9%) | $1.10B | 1,708,921 | (566,715) | 5.40% | 13F+13G |
| 2 | Doordash IncDASHHISTORY | 7.46% | (2.8%) | $0.77B | 4,154,183 | (121,823) | 0.96% | 13F |
| 3 | Qnity Electronics IncQHISTORY | 7.23% | (10.5%) | $0.74B | 4,553,414 | (534,694) | 2.18% | 13F |
| 4 | Ferguson Enterprises IncFERGHISTORY | 6.88% | +35.9% | $0.71B | 2,979,735 | +787,760 | 1.54% | 13F |
| 5 | Mercadolibre IncMELIHISTORY | 5.10% | (12.0%) | $0.52B | 308,663 | (42,182) | 0.61% | 13F |
| 6 | Api Group CorpAPGHISTORY | 5.00% | (17.9%) | $0.51B | 12,131,313 | (2,643,923) | 2.81% | 13F |
| 7 | Xpo IncXPOHISTORY | 4.84% | (17.4%) | $0.50B | 2,424,919 | (511,015) | 2.07% | 13F |
| 8 | Carvana CoCVNAHISTORY | 4.30% | +575.0% | $0.44B | 6,720,882 | +5,725,141 | 0.94% | 13F |
| 9 | Madison Air Solutions CorpMAIRHISTORY | 3.87% | NEW | $0.40B | 10,196,486 | +10,196,486 | 2.58% | 13F |
| 10 | Twilio IncTWLOHISTORY | 3.70% | NEW | $0.38B | 1,846,153 | +1,846,153 | 1.20% | 13F |
| 11 | Affirm Hldgs IncAFRMHISTORY | 3.51% | (21.7%) | $0.36B | 4,425,406 | (1,224,028) | 1.32% | 13F |
| 12 | FabrinetFNHISTORY | 3.30% | +178.7% | $0.34B | 603,340 | +386,868 | 1.68% | 13F |
| 13 | Privia Health Group IncPRVAHISTORY | 2.91% | (3.7%) | $0.30B | 11,635,948 | (451,895) | 9.11% | 13F |
| 14 | Ul Solutions IncULSHISTORY | 2.91% | (10.8%) | $0.30B | 2,937,488 | (354,028) | 1.46% | 13F |
| 15 | CRH PLCCRHHISTORY | 2.77% | +80.4% | $0.29B | 2,665,296 | +1,187,519 | 0.40% | 13F |
| 16 | Shopify IncSHOPHISTORY | 2.59% | +140.3% | $0.27B | 2,335,694 | +1,363,880 | 0.18% | 13F |
| 17 | Clean Harbors IncCLHHISTORY | 2.59% | (15.1%) | $0.27B | 892,405 | (158,568) | — | 13F |
| 18 | Rocket Cos IncRKTHISTORY | 2.53% | (14.6%) | $0.26B | 16,488,238 | (2,817,487) | 2.76% | 13F |
| 19 | Vse CorpVSECHISTORY | 2.18% | (30.2%) | $0.22B | 980,310 | (424,461) | 3.50% | 13F+13G |
| 20 | Flowserve CorpFLSHISTORY | 2.10% | +205.8% | $0.22B | 2,911,004 | +1,959,206 | 2.29% | 13F |
| 21 | SHIFT4 Pmts IncFOURHISTORY | 2.09% | (28.3%) | $0.22B | 4,423,633 | (1,742,160) | 5.60% | 13F+13G |
| 22 | Warby Parker IncWRBYHISTORY | 1.89% | — | $0.19B | 6,396,513 | — | 5.65% | 13F |
| 23 | Option Care Health IncOPCHHISTORY | 1.26% | (31.4%) | $0.13B | 6,163,722 | (2,827,532) | 3.90% | 13F+13G |
| 24 | Medline IncMDLNHISTORY | 1.01% | (63.8%) | $0.10B | 2,627,321 | (4,638,532) | 0.31% | 13F |
| 25 | Xometry IncXMTRHISTORY | 0.95% | +1,731.9% | $0.10B | 1,014,976 | +959,571 | 2.20% | 13F |
| 26 | Wix Com LTDWIXHISTORY | 0.90% | — | $0.09B | 2,041,688 | — | 3.71% | 13F |
| 27 | Goosehead Ins IncGSHDHISTORY | 0.87% | +17.5% | $0.09B | 1,837,151 | +274,182 | 10.80% | 13F+13G |
| 28 | Aurora Innovation IncAURHISTORY | 0.72% | +632.8% | $0.07B | 10,889,415 | +9,403,379 | 1.69% | 13F |
| 29 | Coupang IncCPNGHISTORY | 0.66% | (69.8%) | $0.07B | 3,881,925 | (8,984,881) | 0.21% | 13F |
| 30 | Andersen Group IncANDGHISTORY | 0.61% | — | $0.06B | 1,670,485 | — | 12.89% | 13F |
| 31 | Applied Indl Technologies InAITHISTORY | 0.53% | (45.4%) | $0.05B | 162,070 | (134,531) | — | 13F |
| 32 | Entegris IncENTGHISTORY | 0.51% | (69.8%) | $0.05B | 293,139 | (678,562) | 0.19% | 13F |
| 33 | Rollins IncROLHISTORY | 0.47% | NEW | $0.05B | 1,165,673 | +1,165,673 | 0.24% | 13F |
| 34 | Agilon Health IncAGLHISTORY | 0.46% | NEW | $0.05B | 440,642 | +440,642 | 2.62% | 13F |
| 35 | Bio-Techne CorpTECHHISTORY | 0.34% | (88.7%) | $0.04B | 501,963 | (3,954,054) | 0.32% | 13F |
| 36 | Acuity IncAYIHISTORY | 0.25% | (80.7%) | $0.03B | 68,646 | (287,083) | 0.23% | 13F |
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