What Henry Ellenbogen bought and sold in Q2 2026
In Q2 2026, Henry Ellenbogen (Durable Capital Partners) opened 4 new positions — including MAIR (3.9%), TWLO (3.7%), ROL (0.5%), added to 7, trimmed 11, exited 5 (IWM, YOU, CIGI). The book stood at $10.28B across 36 positions, filed Aug 14, 2026.
4New7Added11Trimmed5Exited
New positions (4)
Added to (7)
- FERGFerguson Enterprises Inc+36% shares · 6.9% · $707M
- CVNACarvana CO+35% shares · 4.3% · $442M
- CRHCrh Plc+80% shares · 2.8% · $285M
- SHOPShopify Inc - Class A+140% shares · 2.6% · $267M
- FLSFlowserve Corp+206% shares · 2.1% · $216M
- XMTRXometry Inc-a+1732% shares · 1.0% · $98M
- AURAurora Innovation Inc+633% shares · 0.7% · $74M
Trimmed (11)
- RBCRbc Bearings Inc-25% shares · 10.7% · $1.10B
- AFRMAffirm Holdings Inc-22% shares · 3.5% · $361M
- VSECVse Corp-30% shares · 2.2% · $224M
- FOURShift4 Payments Inc-class A-28% shares · 2.1% · $215M
- OPCHOption Care Health Inc-31% shares · 1.3% · $129M
- MDLNMedline Inc-cl A-64% shares · 1.0% · $104M
- CPNGCoupang Inc-70% shares · 0.7% · $67M
- AITApplied Industrial Tech Inc-45% shares · 0.5% · $55M
- ENTGEntegris Inc-70% shares · 0.5% · $53M
- TECHBio-techne Corp-89% shares · 0.3% · $35M
- AYIAcuity Inc-81% shares · 0.3% · $26M
Exited (5)
Henry Ellenbogen's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.