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Henry Ellenbogen

Durable Capital Partners

Durable Capital Partners, Henry Ellenbogen's long-cycle growth research

Durable Capital is useful for studying Henry Ellenbogen's long-term growth research after his T. Rowe Price New Horizons experience. The portfolio often reflects founder-led companies, software, internet platforms, and businesses with large reinvestment opportunities.

Sources Durable Capital Partners official site SEC EDGAR profile Henry Ellenbogen Invest For Kids profile
Long-duration growth / crossover CIK 1798849
2026-03-31 Latest 13F 20 Current holdings 94 Last 2 periods Change 0 Public materials
Latest 13F snapshot 2026-03-31 · 37 disclosed positions · $9.7B Top five 37.8%: RBC, DASH, MELI, APG, Q

Performance materials

  • Durable Capital does not provide a continuous public fund-level return table. Public filings and public materials provide context.

Firm and key people

  • Ellenbogen founded Durable Capital after a long career investing in emerging growth companies.
  • The firm combines public and private growth research.
  • The 13F shows how long-cycle growth ideas are expressed in public equities.

Investment style

  • Prefer companies with large markets, strong management, and long reinvestment runways.
  • Founder culture and product-market fit can matter as much as near-term earnings.
  • Read position changes with valuation resets and private-market sentiment.

Public materials

View timeline
Shareholder letters / memos 0
Interview 0
Public video 0
Public Q&A / speeches / presentations 0

Current holdings

13F period 2026-03-31 · Filed 2026-05-15
Stocks Shares Value Weight
RBC 2,275,636 $1.2B 12.7%
DASH 4,276,006 $642.0M 6.6%
MELI 350,845 $606.6M 6.2%
APG 14,775,236 $598.7M 6.2%
Q 5,088,108 $587.1M 6.0%
XPO 2,935,934 $571.2M 5.9%
FERG 2,191,975 $511.3M 5.3%
MDLN 7,265,853 $323.3M 3.3%
CVNA 995,741 $313.0M 3.2%
CLH 1,050,973 $301.3M 3.1%
ULS 3,291,516 $282.1M 2.9%
RKT 19,305,725 $275.1M 2.8%
FOUR 6,165,793 $269.6M 2.8%
VSEC 1,404,771 $259.0M 2.7%
AFRM 5,649,434 $258.9M 2.7%
IWM 1,027,614 $254.8M 2.6%
PRVA 12,087,843 $248.6M 2.6%
CPNG 12,866,806 $242.9M 2.5%
OPCH 8,991,254 $242.0M 2.5%
TECH 4,456,017 $232.9M 2.4%

Last 2 quarters US 13F new / increased / reduced / sold-out positions

As of 13F 2026-03-31 · Filed 2026-05-15
Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Stocks Action 13F period Current shares Previous shares Share change 13F value change
CIGI Major reduction 2026-03-31 Filed 2026-05-15 828,839 3,369,760 -75.4% -$406.8M
Q Major increase 2026-03-31 Filed 2026-05-15 5,088,108 2,800,861 81.7% +$358.4M
CPNG Major reduction 2026-03-31 Filed 2026-05-15 12,866,806 24,452,985 -47.4% -$333.9M
IWM Major increase 2026-03-31 Filed 2026-05-15 1,027,614 96,776 961.8% +$231.0M
SHOP Major reduction 2026-03-31 Filed 2026-05-15 971,814 2,043,219 -52.4% -$213.6M
VEEV Sold out 2026-03-31 Filed 2026-05-15 0 951,896 -100.0% -$212.5M
AYI Major reduction 2026-03-31 Filed 2026-05-15 355,729 815,322 -56.4% -$193.9M
RBC Minor reduction 2026-03-31 Filed 2026-05-15 2,275,636 2,344,911 -3.0% +$184.4M
WIX New 2026-03-31 Filed 2026-05-15 2,041,688 0 - +$183.9M
DASH Major increase 2026-03-31 Filed 2026-05-15 4,276,006 3,578,745 19.5% -$168.5M
FERG Major increase 2026-03-31 Filed 2026-05-15 2,191,975 1,561,342 40.4% +$163.7M
CRH New 2026-03-31 Filed 2026-05-15 1,477,777 0 - +$155.3M
DSGX Sold out 2026-03-31 Filed 2026-05-15 0 1,710,202 -100.0% -$149.9M
FOUR Minor reduction 2026-03-31 Filed 2026-05-15 6,165,793 6,606,969 -6.7% -$146.4M
SRAD Sold out 2026-03-31 Filed 2026-05-15 0 5,956,331 -100.0% -$141.6M
TWLO Sold out 2026-03-31 Filed 2026-05-15 0 962,089 -100.0% -$136.8M
ENTG New 2026-03-31 Filed 2026-05-15 971,701 0 - +$113.9M
FN New 2026-03-31 Filed 2026-05-15 216,472 0 - +$112.9M
APP Sold out 2026-03-31 Filed 2026-05-15 0 163,405 -100.0% -$110.1M
TECH Major increase 2026-03-31 Filed 2026-05-15 4,456,017 2,088,891 113.3% +$110.0M
VSEC Major increase 2026-03-31 Filed 2026-05-15 1,404,771 879,228 59.8% +$107.1M
CLH Major increase 2026-03-31 Filed 2026-05-15 1,050,973 834,763 25.9% +$105.6M
BKNG Sold out 2026-03-31 Filed 2026-05-15 0 18,274 -100.0% -$97.9M
CBZ Sold out 2026-03-31 Filed 2026-05-15 0 1,631,969 -100.0% -$82.3M
TOST Sold out 2026-03-31 Filed 2026-05-15 0 2,299,023 -100.0% -$81.6M
ULS Major increase 2026-03-31 Filed 2026-05-15 3,291,516 2,563,523 28.4% +$80.0M
AIT New 2026-03-31 Filed 2026-05-15 296,601 0 - +$78.7M
CVNA Minor increase 2026-03-31 Filed 2026-05-15 995,741 925,045 7.6% -$77.3M
FLS New 2026-03-31 Filed 2026-05-15 951,798 0 - +$70.0M
FSV Sold out 2026-03-31 Filed 2026-05-15 0 436,598 -100.0% -$67.9M
FIG Sold out 2026-03-31 Filed 2026-05-15 0 1,727,263 -100.0% -$64.5M
RKT Minor increase 2026-03-31 Filed 2026-05-15 19,305,725 17,470,197 10.5% -$63.1M
RBLX Major reduction 2026-03-31 Filed 2026-05-15 646,429 1,162,730 -44.4% -$57.7M
XPO Major reduction 2026-03-31 Filed 2026-05-15 2,935,934 3,949,100 -25.7% +$34.5M
MDLN Minor increase 2026-03-31 Filed 2026-05-15 7,265,853 6,900,000 5.3% +$33.5M
WRBY Minor reduction 2026-03-31 Filed 2026-05-15 6,396,513 7,310,605 -12.5% -$24.5M
APG Minor reduction 2026-03-31 Filed 2026-05-15 14,775,236 15,017,378 -1.6% +$24.1M
YOU Minor reduction 2026-03-31 Filed 2026-05-15 2,971,595 3,461,549 -14.2% +$22.4M
DUOL Sold out 2026-03-31 Filed 2026-05-15 0 119,181 -100.0% -$20.9M
AUR Major reduction 2026-03-31 Filed 2026-05-15 1,486,036 6,768,585 -78.0% -$19.9M
AFRM Major increase 2026-03-31 Filed 2026-05-15 5,649,434 3,681,173 53.5% -$15.1M
MELI Minor increase 2026-03-31 Filed 2026-05-15 350,845 307,932 13.9% -$13.6M
RBLX Major reduction 2025-12-31 Filed 2026-02-17 1,162,730 3,529,982 -67.1% -$394.8M
DASH Major increase 2025-12-31 Filed 2026-02-17 3,578,745 1,671,659 114.1% +$355.8M
ENTG Sold out 2025-12-31 Filed 2026-02-17 0 3,765,035 -100.0% -$348.1M
SHOP Major reduction 2025-12-31 Filed 2026-02-17 2,043,219 4,543,835 -55.0% -$346.4M
WST Sold out 2025-12-31 Filed 2026-02-17 0 1,172,583 -100.0% -$307.6M
INTU Sold out 2025-12-31 Filed 2026-02-17 0 437,256 -100.0% -$298.6M
FSV Major reduction 2025-12-31 Filed 2026-02-17 436,598 2,216,720 -80.3% -$297.3M
MDLN New 2025-12-31 Filed 2026-02-17 6,900,000 0 - +$289.8M
DUOL Major reduction 2025-12-31 Filed 2026-02-17 119,181 874,919 -86.4% -$260.7M
Q New 2025-12-31 Filed 2026-02-17 2,800,861 0 - +$228.7M
CPNG Minor reduction 2025-12-31 Filed 2026-02-17 24,452,985 24,833,189 -1.5% -$222.8M
ESAB Sold out 2025-12-31 Filed 2026-02-17 0 1,945,854 -100.0% -$217.4M
FIG Major reduction 2025-12-31 Filed 2026-02-17 1,727,263 5,369,380 -67.8% -$214.0M
MELI Major increase 2025-12-31 Filed 2026-02-17 307,932 175,436 75.5% +$210.3M
ULS New 2025-12-31 Filed 2026-02-17 2,563,523 0 - +$202.2M
BKNG Major reduction 2025-12-31 Filed 2026-02-17 18,274 55,319 -67.0% -$200.8M
AFRM Major reduction 2025-12-31 Filed 2026-02-17 3,681,173 6,268,515 -41.3% -$184.1M
WIX Sold out 2025-12-31 Filed 2026-02-17 0 1,031,844 -100.0% -$183.3M
AYI Major reduction 2025-12-31 Filed 2026-02-17 815,322 1,363,619 -40.2% -$176.1M
VEEV Major reduction 2025-12-31 Filed 2026-02-17 951,896 1,258,853 -24.4% -$162.5M
HUBS Sold out 2025-12-31 Filed 2026-02-17 0 326,711 -100.0% -$152.8M
TOST Major reduction 2025-12-31 Filed 2026-02-17 2,299,023 6,360,898 -63.9% -$150.6M
DSGX New 2025-12-31 Filed 2026-02-17 1,710,202 0 - +$149.9M
SRAD New 2025-12-31 Filed 2026-02-17 5,956,331 0 - +$141.6M
TWLO New 2025-12-31 Filed 2026-02-17 962,089 0 - +$136.8M
CBZ Major reduction 2025-12-31 Filed 2026-02-17 1,631,969 3,925,067 -58.4% -$125.5M
RKT Major increase 2025-12-31 Filed 2026-02-17 17,470,197 10,991,236 58.9% +$125.2M
FND Sold out 2025-12-31 Filed 2026-02-17 0 1,645,369 -100.0% -$121.3M
FERG Major increase 2025-12-31 Filed 2026-02-17 1,561,342 1,088,970 43.4% +$103.0M
MASI Sold out 2025-12-31 Filed 2026-02-17 0 620,619 -100.0% -$91.6M
YOU Major reduction 2025-12-31 Filed 2026-02-17 3,461,549 6,366,367 -45.6% -$91.1M
CIGI Minor reduction 2025-12-31 Filed 2026-02-17 3,369,760 3,699,124 -8.9% -$82.5M
WRBY Major reduction 2025-12-31 Filed 2026-02-17 7,310,605 8,752,607 -16.5% -$82.1M
OPCH Major increase 2025-12-31 Filed 2026-02-17 8,991,254 7,431,769 21.0% +$80.2M
RBC Minor reduction 2025-12-31 Filed 2026-02-17 2,344,911 2,521,043 -7.0% +$67.6M
CLH Major increase 2025-12-31 Filed 2026-02-17 834,763 573,666 45.5% +$62.5M
APG Minor increase 2025-12-31 Filed 2026-02-17 15,017,378 14,898,178 0.8% +$62.5M
CVNA Minor increase 2025-12-31 Filed 2026-02-17 925,045 892,477 3.6% +$53.7M
TECH Major increase 2025-12-31 Filed 2026-02-17 2,088,891 1,395,966 49.6% +$45.2M
RH Sold out 2025-12-31 Filed 2026-02-17 0 221,434 -100.0% -$45.0M
ANDG New 2025-12-31 Filed 2026-02-17 1,670,485 0 - +$43.3M
BIRK Sold out 2025-12-31 Filed 2026-02-17 0 886,660 -100.0% -$40.1M
AUR Major reduction 2025-12-31 Filed 2026-02-17 6,768,585 12,044,163 -43.8% -$38.9M
XMTR Sold out 2025-12-31 Filed 2026-02-17 0 669,274 -100.0% -$36.5M
ROP Sold out 2025-12-31 Filed 2026-02-17 0 56,448 -100.0% -$28.2M
APP Minor reduction 2025-12-31 Filed 2026-02-17 163,405 187,836 -13.0% -$24.9M
IWM New 2025-12-31 Filed 2026-02-17 96,776 0 - +$23.8M
XPO Minor reduction 2025-12-31 Filed 2026-02-17 3,949,100 4,331,280 -8.8% -$23.2M
FOUR Major increase 2025-12-31 Filed 2026-02-17 6,606,969 5,626,484 17.4% -$19.4M
VSEC Minor increase 2025-12-31 Filed 2026-02-17 879,228 865,017 1.6% +$8.1M
PRVA Minor increase 2025-12-31 Filed 2026-02-17 12,087,843 11,691,685 3.4% -$4.5M
GSHD Minor increase 2025-12-31 Filed 2026-02-17 1,562,969 1,542,186 1.3% +$343,185

Public video / Interview / Shareholder letter / Public Q&A

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