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Henry Ellenbogen

Durable Capital Partners · portfolio as of 2026-06-30

This quarter's moves · vs 2026-03-31

RBCRBC Bearings Incorporated

10.7% of portfolio · -25%

Decreased
QQnity Electronics, Inc.

7.2% of portfolio · -11%

Decreased
FERGFerguson plc

6.9% of portfolio · +36%

Increased
MELIMercadoLibre, Inc.

5.1% of portfolio · -12%

Decreased
APGAPi Group Corporation

5.0% of portfolio · -18%

Decreased
XPOXPO Logistics, Inc.

4.8% of portfolio · -17%

Decreased
CVNACarvana Co.

4.3% of portfolio · +575%

Increased
MAIRMadison Air Solutions Corporation

3.9% of portfolio

New position
TWLOTwilio Inc.

3.7% of portfolio

New position
AFRMAffirm Holdings, Inc.

3.5% of portfolio · -22%

Decreased
FNFabrinet

3.3% of portfolio · +179%

Increased
ULSUL Solutions Inc.

2.9% of portfolio · -11%

Decreased
CRHCRH plc

2.8% of portfolio · +80%

Increased
IWMiShares Russell 2000 ETF

2.6% of portfolio

Sold out
SHOPShopify Inc.

2.6% of portfolio · +140%

Increased
CLHClean Harbors, Inc.

2.6% of portfolio · -15%

Decreased
RKTRocket Companies, Inc.

2.5% of portfolio · -15%

Decreased
VSECVSE Corporation

2.2% of portfolio · -30%

Decreased
FLSFlowserve Corporation

2.1% of portfolio · +206%

Increased
FOURShift4 Payments, Inc.

2.1% of portfolio · -28%

Decreased
YOUClear Secure, Inc.

1.5% of portfolio

Sold out
OPCHOption Care Health, Inc.

1.3% of portfolio · -31%

Decreased
MDLNMedline Inc.

1.0% of portfolio · -64%

Decreased
XMTRXometry, Inc.

1.0% of portfolio · +1732%

Increased
CIGIColliers International Group Inc.

0.9% of portfolio

Sold out
GSHDGoosehead Insurance, Inc

0.9% of portfolio · +18%

Increased
AURAurora Innovation, Inc.

0.7% of portfolio · +633%

Increased
CPNGCoupang, Inc.

0.7% of portfolio · -70%

Decreased
AITApplied Industrial Technologies, Inc.

0.5% of portfolio · -45%

Decreased
ENTGEntegris, Inc.

0.5% of portfolio · -70%

Decreased
ROLRollins, Inc.

0.5% of portfolio

New position
AGLAgilon Health, Inc.

0.5% of portfolio

New position
RBLXRoblox Corporation

0.4% of portfolio

Sold out
TECHBio-Techne Corporation

0.3% of portfolio · -89%

Decreased
AYIAcuity Brands, Inc.

0.3% of portfolio · -81%

Decreased
ESABESAB Corporation

0.0% of portfolio

Sold out

Full portfolio

RBCRBC Bearings Incorporated

1,708,921 shares · $1,100,647,659

10.7%
DASHDoorDash, Inc.

4,154,183 shares · $766,571,389

7.5%
QQnity Electronics, Inc.

4,553,414 shares · $743,618,040

7.2%
FERGFerguson plc

2,979,735 shares · $707,180,508

6.9%
MELIMercadoLibre, Inc.

308,663 shares · $523,921,490

5.1%
APGAPi Group Corporation

12,131,313 shares · $513,761,106

5.0%
XPOXPO Logistics, Inc.

2,424,919 shares · $497,811,622

4.8%
CVNACarvana Co.

6,720,882 shares · $442,368,453

4.3%
MAIRMadison Air Solutions Corporation

10,196,486 shares · $397,662,954

3.9%
TWLOTwilio Inc.

1,846,153 shares · $380,916,748

3.7%
AFRMAffirm Holdings, Inc.

4,425,406 shares · $360,891,859

3.5%
FNFabrinet

603,340 shares · $339,125,347

3.3%
PRVAPrivia Health Group, Inc.

11,635,948 shares · $299,392,942

2.9%
ULSUL Solutions Inc.

2,937,488 shares · $299,212,528

2.9%
CRHCRH plc

2,665,296 shares · $285,186,672

2.8%
SHOPShopify Inc.

2,335,694 shares · $266,689,541

2.6%
CLHClean Harbors, Inc.

892,405 shares · $266,605,994

2.6%
RKTRocket Companies, Inc.

16,488,238 shares · $259,689,749

2.5%
VSECVSE Corporation

980,310 shares · $224,000,835

2.2%
FLSFlowserve Corporation

2,911,004 shares · $215,880,057

2.1%
FOURShift4 Payments, Inc.

4,423,633 shares · $215,165,509

2.1%
WRBYWarby Parker Inc.

6,396,513 shares · $194,070,204

1.9%
OPCHOption Care Health, Inc.

6,163,722 shares · $129,253,250

1.3%
MDLNMedline Inc.

2,627,321 shares · $103,621,540

1.0%
XMTRXometry, Inc.

1,014,976 shares · $97,965,484

1.0%
WIXWix.com Ltd.

2,041,688 shares · $92,631,385

0.9%
GSHDGoosehead Insurance, Inc

1,837,151 shares · $89,101,824

0.9%
AURAurora Innovation, Inc.

10,889,415 shares · $74,265,810

0.7%
CPNGCoupang, Inc.

3,881,925 shares · $67,429,037

0.7%
ANDGAndersen

1,670,485 shares · $63,010,694

0.6%
AITApplied Industrial Technologies, Inc.

162,070 shares · $54,803,971

0.5%
ENTGEntegris, Inc.

293,139 shares · $52,723,981

0.5%
ROLRollins, Inc.

1,165,673 shares · $48,655,191

0.5%
AGLAgilon Health, Inc.

440,642 shares · $47,228,010

0.5%
TECHBio-Techne Corporation

501,963 shares · $35,463,686

0.3%
AYIAcuity Brands, Inc.

68,646 shares · $25,856,202

0.3%

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →