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Durable Capital Partners (Henry Ellenbogen) 13F holdings — 2026-06-30

Filed by Durable Capital Partners LP on 2026-08-14 for the quarter ending 2026-06-30, compared with the quarter ending 2026-03-31. Original filing.

36positions
$10.3Breported value
4new positions
5positions sold out

Holdings

IssuerClassSharesValue% of 13FChange
RBC BEARINGS INCCOM1,708,921$1.1B10.7%Reduced 25%
DOORDASH INCCL A4,154,183$766.6M7.46%Reduced 3%
QNITY ELECTRONICS INCCOMMON STOCK4,553,414$743.6M7.23%Reduced 11%
FERGUSON ENTERPRISES INCCOMMON STOCK NEW2,979,735$707.2M6.88%Added 36%
MERCADOLIBRE INCCOM308,663$523.9M5.1%Reduced 12%
API GROUP CORPCOM STK12,131,313$513.8M5.0%Reduced 18%
XPO INCCOM2,424,919$497.8M4.84%Reduced 17%
CARVANA COCL A6,720,882$442.4M4.3%Added 575%
MADISON AIR SOLUTIONS CORPCOM SHS CL A10,196,486$397.7M3.87%New position
TWILIO INCCL A1,846,153$380.9M3.7%New position
AFFIRM HLDGS INCCOM CL A4,425,406$360.9M3.51%Reduced 22%
FABRINETSHS603,340$339.1M3.3%Added 179%
PRIVIA HEALTH GROUP INCCOM11,635,948$299.4M2.91%Reduced 4%
UL SOLUTIONS INCCLASS A COM SHS2,937,488$299.2M2.91%Reduced 11%
CRH PLCORD2,665,296$285.2M2.77%Added 80%
SHOPIFY INCCL A SUB VTG SHS2,335,694$266.7M2.59%Added 140%
CLEAN HARBORS INCCOM892,405$266.6M2.59%Reduced 15%
ROCKET COS INCCOM CL A16,488,238$259.7M2.53%Reduced 15%
VSE CORPCOM980,310$224.0M2.18%Reduced 30%
FLOWSERVE CORPCOM2,911,004$215.9M2.1%Added 206%
SHIFT4 PMTS INCCL A4,423,633$215.2M2.09%Reduced 28%
WARBY PARKER INCCL A COM6,396,513$194.1M1.89%No change
OPTION CARE HEALTH INCCOM NEW6,163,722$129.3M1.26%Reduced 31%
MEDLINE INCCOM CL A2,627,321$103.6M1.01%Reduced 64%
XOMETRY INCCLASS A COM1,014,976$98.0M0.95%Added 1732%
WIX COM LTDSHS2,041,688$92.6M0.9%No change
GOOSEHEAD INS INCCOM CL A1,837,151$89.1M0.87%Added 18%
AURORA INNOVATION INCCLASS A COM10,889,415$74.3M0.72%Added 633%
COUPANG INCCL A3,881,925$67.4M0.66%Reduced 70%
ANDERSEN GROUP INCCL A1,670,485$63.0M0.61%No change
APPLIED INDL TECHNOLOGIES INCOM162,070$54.8M0.53%Reduced 45%
ENTEGRIS INCCOM293,139$52.7M0.51%Reduced 70%
ROLLINS INCCOM1,165,673$48.7M0.47%New position
AGILON HEALTH INCCOM NEW440,642$47.2M0.46%New position
BIO-TECHNE CORPCOM501,963$35.5M0.34%Reduced 89%
ACUITY INCCOM68,646$25.9M0.25%Reduced 81%

Sold out since prior quarter

IssuerShares in prior quarterPrior value
CLEAR SECURE INC2,971,595$143.9M
COLLIERS INTL GROUP INC828,839$88.6M
ESAB CORPORATION34,315$3.3M
ISHARES TR1,027,614$254.8M
ROBLOX CORP646,429$36.6M

Options (puts/calls) are omitted. Values are as reported by the filer at quarter end. A 13F shows only certain U.S.-listed long positions and may be filed up to 45 days after the quarter ends, so it may not reflect current holdings.