Henry Ellenbogen's portfolio
In the Q2 2026 13F, filed August 14, 2026, Durable Capital Partners reported 36 US stock positions worth $10.3B. The largest was RBC Bearings (RBC) at 10.7% of the portfolio. New positions: Madison Air Solutions (MAIR), Twilio (TWLO) and Rollins (ROL). Added to: Ferguson Plc (FERG) and Carvana (CVNA). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
Added to
Trimmed
- RBC BearingsRBC$1.1B
- DoorDashDASH$767M
- Qnity ElectronicsQ$744M
- MercadoLibreMELI$524M
- Api GroupAPG$514M
- XPOXPO$498M
- AffirmAFRM$361M
- Privia HealthPRVA$299M
- UL SolutionsULS$299M
- Clean HarborsCLH$267M
Sold out
None this quarter.
Holdings
36 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| RBC BearingsRBC | 10.70% | $1.1B | 1,708,921 | Trimmed |
| DoorDashDASH | 7.46% | $767M | 4,154,183 | Trimmed |
| Qnity ElectronicsQ | 7.23% | $744M | 4,553,414 | Trimmed |
| Ferguson PlcFERG | 6.88% | $707M | 2,979,735 | Added |
| MercadoLibreMELI | 5.09% | $524M | 308,663 | Trimmed |
| Api GroupAPG | 5.00% | $514M | 12,131,313 | Trimmed |
| XPOXPO | 4.84% | $498M | 2,424,919 | Trimmed |
| CarvanaCVNA | 4.30% | $442M | 6,720,882 | Added |
| Madison Air SolutionsMAIR | 3.87% | $398M | 10,196,486 | New |
| TwilioTWLO | 3.71% | $381M | 1,846,153 | New |
| AffirmAFRM | 3.51% | $361M | 4,425,406 | Trimmed |
| FabrinetFN | 3.30% | $339M | 603,340 | Added |
| Privia HealthPRVA | 2.91% | $299M | 11,635,948 | Trimmed |
| UL SolutionsULS | 2.91% | $299M | 2,937,488 | Trimmed |
| Crh Plc | 2.77% | $285M | 2,665,296 | Held |
| ShopifySHOP | 2.59% | $267M | 2,335,694 | Added |
| Clean HarborsCLH | 2.59% | $267M | 892,405 | Trimmed |
| Rocket CompaniesRKT | 2.53% | $260M | 16,488,238 | Trimmed |
| VSEVSEC | 2.18% | $224M | 980,310 | Trimmed |
| FlowserveFLS | 2.10% | $216M | 2,911,004 | Added |
| Shift4 PaymentsFOUR | 2.09% | $215M | 4,423,633 | Trimmed |
| Warby ParkerWRBY | 1.89% | $194M | 6,396,513 | Held |
| Option Care HealthOPCH | 1.26% | $129M | 6,163,722 | Trimmed |
| MedlineMDLN | 1.01% | $104M | 2,627,321 | Trimmed |
| XometryXMTR | 0.95% | $98M | 1,014,976 | Added |
| Wix.ComWIX | 0.90% | $93M | 2,041,688 | Held |
| Goosehead InsuranceGSHD | 0.87% | $89M | 1,837,151 | Added |
| Aurora InnovationAUR | 0.72% | $74M | 10,889,415 | Added |
| CoupangCPNG | 0.66% | $67M | 3,881,925 | Trimmed |
| AndersenANDG | 0.61% | $63M | 1,670,485 | Held |
| Applied Industrial TechnologiesAIT | 0.53% | $55M | 162,070 | Trimmed |
| EntegrisENTG | 0.51% | $53M | 293,139 | Trimmed |
| RollinsROL | 0.47% | $49M | 1,165,673 | New |
| agilon healthAGL | 0.46% | $47M | 440,642 | New |
| Bio-TechneTECH | 0.34% | $35M | 501,963 | Trimmed |
| AcuityAYI | 0.25% | $26M | 68,646 | Trimmed |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Henry Ellenbogen own?
In the Q2 2026 13F, Durable Capital Partners reported 36 US stock positions worth $10.3B. The largest: RBC Bearings (RBC) 10.7%, DoorDash (DASH) 7.5%, Qnity Electronics (Q) 7.2%, Ferguson Plc (FERG) 6.9%, MercadoLibre (MELI) 5.1%.
What did Henry Ellenbogen buy last quarter?
In Q2 2026: new position in Madison Air Solutions (MAIR); new position in Twilio (TWLO); new position in Rollins (ROL); added to Ferguson Plc (FERG); added to Carvana (CVNA); added to Fabrinet (FN).
What did Henry Ellenbogen sell last quarter?
In Q2 2026: cut RBC Bearings (RBC); cut DoorDash (DASH); cut Qnity Electronics (Q).
When is Henry Ellenbogen's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.