Henry Ellenbogen
Durable Capital Partners · SEC CIK 1798849
Small caps that grow into durable franchises.
Q1 2026
Latest 13F
$9.71B
Filed US book
37
Positions
Largest holdings, as filed
Top 15 of 37 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| RBC BEARINGS INC | RBC | $1.24B | 12.7% |
| DOORDASH INC | DASH | $642.04M | 6.6% |
| MERCADOLIBRE INC | MELI | $606.62M | 6.2% |
| API GROUP CORP | APG | $598.69M | 6.2% |
| QNITY ELECTRONICS INC | Q | $587.07M | 6.0% |
| XPO INC | XPO | $571.19M | 5.9% |
| FERGUSON ENTERPRISES INC | FERG | $511.30M | 5.3% |
| MEDLINE INC | MDLN | $323.33M | 3.3% |
| CARVANA CO | CVNA | $313.04M | 3.2% |
| CLEAN HARBORS INC | CLH | $301.35M | 3.1% |
| UL SOLUTIONS INC | ULS | $282.12M | 2.9% |
| ROCKET COS INC | RKT | $275.11M | 2.8% |
| SHIFT4 PMTS INC | FOUR | $269.63M | 2.8% |
| VSE CORP | VSEC | $259.04M | 2.7% |
| AFFIRM HLDGS INC | AFRM | $258.86M | 2.7% |
Inside the app: the full book for Durable Capital Partners, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.