What Henry Ellenbogen last reported owning
Durable Capital Partners
Latest 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 · $10.28B across 36 positions · view on SEC EDGAR
Top holdings
From the 13F filed Aug 14, 2026. Bars show each position's share of the reported book.
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | RBC BEARINGS INC | $1.10B | 1,708,921 | |
| 2 | DOORDASH INC | $766.6M | 4,154,183 | |
| 3 | QNITY ELECTRONICS INC | $743.6M | 4,553,414 | |
| 4 | FERGUSON ENTERPRISES INC | $707.2M | 2,979,735 | |
| 5 | MERCADOLIBRE INC | $523.9M | 308,663 | |
| 6 | API GROUP CORP | $513.8M | 12,131,313 | |
| 7 | XPO INC | $497.8M | 2,424,919 | |
| 8 | CARVANA CO | $442.4M | 6,720,882 | |
| 9 | MADISON AIR SOLUTIONS CORP | $397.7M | 10,196,486 | |
| 10 | TWILIO INC | $380.9M | 1,846,153 | |
| 11 | AFFIRM HLDGS INC | $360.9M | 4,425,406 | |
| 12 | FABRINET | $339.1M | 603,340 | |
| 13 | PRIVIA HEALTH GROUP INC | $299.4M | 11,635,948 | |
| 14 | UL SOLUTIONS INC | $299.2M | 2,937,488 | |
| 15 | CRH PLC | $285.2M | 2,665,296 | |
| 16 | SHOPIFY INC | $266.7M | 2,335,694 | |
| 17 | CLEAN HARBORS INC | $266.6M | 892,405 | |
| 18 | ROCKET COS INC | $259.7M | 16,488,238 | |
| 19 | VSE CORP | $224.0M | 980,310 | |
| 20 | FLOWSERVE CORP | $215.9M | 2,911,004 | |
| 21 | SHIFT4 PMTS INC | $215.2M | 4,423,633 | |
| 22 | WARBY PARKER INC | $194.1M | 6,396,513 | |
| 23 | OPTION CARE HEALTH INC | $129.3M | 6,163,722 | |
| 24 | MEDLINE INC | $103.6M | 2,627,321 | |
| 25 | XOMETRY INC | $98.0M | 1,014,976 |
Showing top 25 of 36 reported positions. Put/Call tags mark options positions.
Latest-quarter moves
From the most recent 13F vs. the prior quarter
- MADISON AIR SOLUTIONS CORP$397.7M
- TWILIO INC$380.9M
- ROLLINS INC$48.7M
- AGILON HEALTH INC$47.2M
- FERGUSON ENTERPRISES INC$707.2M
- CARVANA CO$442.4M
- FABRINET$339.1M
- CRH PLC$285.2M
- SHOPIFY INC$266.7M
- FLOWSERVE CORP$215.9M
- XOMETRY INC$98.0M
- GOOSEHEAD INS INC$89.1M
- AURORA INNOVATION INC$74.3M
- RBC BEARINGS INC$1.10B
- DOORDASH INC$766.6M
- QNITY ELECTRONICS INC$743.6M
- MERCADOLIBRE INC$523.9M
- API GROUP CORP$513.8M
- XPO INC$497.8M
- AFFIRM HLDGS INC$360.9M
- PRIVIA HEALTH GROUP INC$299.4M
- UL SOLUTIONS INC$299.2M
- CLEAN HARBORS INC$266.6M
- ROCKET COS INC$259.7M
- VSE CORP$224.0M
- ISHARES TR$254.8M
- CLEAR SECURE INC$143.9M
- COLLIERS INTL GROUP INC$88.6M
- ROBLOX CORP$36.6M
- ESAB CORPORATION$3.3M
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Questions people ask
What did Henry Ellenbogen's Durable Capital Partners own in its latest 13F?
The 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 listed 36 positions worth $10.28B. The largest was RBC BEARINGS INC at $1.10B, 10.7% of the reported portfolio.
When did Durable Capital Partners last file a 13F?
On Aug 14, 2026, covering the quarter that ended Jun 30, 2026. The next one is due within 45 days of the next quarter end, so the positions here can be up to 45 days old on the day they are published.
What did Henry Ellenbogen's Durable Capital Partners buy and sell last quarter?
Compared with the prior 13F, the latest filing shows 4 new positions, 9 positions added to, 20 trimmed and 5 sold out entirely. Each is listed above with its size.
Does this page show everything Durable Capital Partners owns?
No. A 13F covers long positions in US-listed stocks, certain options and convertible notes. It leaves out short positions, cash, bonds, private holdings and shares listed outside the US, so the total here is not the fund's full size.
Data from SEC EDGAR filings. 13Fs are quarterly and lag by up to 45 days, cover only US-listed long positions and certain options, and exclude shorts and non-US holdings. Not investment advice.