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← Henry Ellenbogen

Henry Ellenbogen's 2026Q1 portfolio

Henry Ellenbogen (Durable Capital Partners) held 35 positions as of Mar 31, 2026, with the largest position at 12.7% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2026 (35)

  1. 1RBCRbc Bearings Inc
    % port
    12.7%
    +2.8pp vs prior Q
  2. 2DASHDoordash Inc - A
    % port
    6.6%
    -1.1pp vs prior Q
  3. 3MELIMercadolibre Inc
    % port
    6.2%
    +0.4pp vs prior Q
  4. 4APGApi Group Corp
    % port
    6.2%
    +0.7pp vs prior Q
  5. 5QQnity Electronics Inc
    % port
    6.0%
    +3.9pp vs prior Q
  6. 6XPOXpo Inc
    % port
    5.9%
    +0.8pp vs prior Q
  7. 7FERGFerguson Enterprises Inc
    % port
    5.3%
    +2.0pp vs prior Q
  8. 8MDLNMedline Inc-cl A
    % port
    3.3%
    +0.6pp vs prior Q
  9. 9CVNACarvana CO
    % port
    3.2%
    -0.5pp vs prior Q
  10. 10CLHClean Harbors Inc
    % port
    3.1%
    +1.2pp vs prior Q
  11. 11ULSUL Solutions Inc - Class A
    % port
    2.9%
    +1.0pp vs prior Q
  12. 12RKTRocket Cos Inc-class A
    % port
    2.8%
    -0.4pp vs prior Q
  13. 13FOURShift4 Payments Inc-class A
    % port
    2.8%
    -1.2pp vs prior Q
  14. 14VSECVse Corp
    % port
    2.7%
    +1.2pp vs prior Q
  15. 15AFRMAffirm Holdings Inc
    % port
    2.7%
  16. 16IWMIshares Russell 2000 Etf
    % port
    2.6%
    +2.4pp vs prior Q
  17. 17PRVAPrivia Health Group Inc
    % port
    2.6%
    -0.2pp vs prior Q
  18. 18CPNGCoupang Inc
    % port
    2.5%
    -3.0pp vs prior Q
  19. 19OPCHOption Care Health Inc
    % port
    2.5%
    -0.2pp vs prior Q
  20. 20TECHBio-techne Corp
    % port
    2.4%
    +1.2pp vs prior Q
  21. 21WIXWix Com Ltd
    % port
    1.9%
  22. 22CRHCrh Plc
    % port
    1.6%
  23. 23YOUClear Secure Inc -class A
    % port
    1.5%
    +0.3pp vs prior Q
  24. 24WRBYWarby Parker Inc-class A
    % port
    1.4%
    -0.1pp vs prior Q
  25. 25SHOPShopify Inc - Class A
    % port
    1.2%
    -1.9pp vs prior Q
  26. 26ENTGEntegris Inc
    % port
    1.2%
  27. 27(cusip)Fabrinet
    % port
    1.2%
  28. 28AYIAcuity Inc
    % port
    1.0%
    -1.8pp vs prior Q
  29. 29CIGIColliers Intl Gr-subord Vot
    % port
    0.9%
    -3.8pp vs prior Q
  30. 30AITApplied Industrial Tech Inc
    % port
    0.8%
  31. 31FLSFlowserve Corp
    % port
    0.7%
  32. 32GSHDGoosehead Insurance Inc -A
    % port
    0.7%
    -0.4pp vs prior Q
  33. 33ANDGAndersen Group Inc - A
    % port
    0.5%
  34. 34RBLXRoblox Corp -class A
    % port
    0.4%
    -0.5pp vs prior Q
  35. 35AURAurora Innovation Inc
    % port
    0.1%
    -0.2pp vs prior Q

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.