Henry Ellenbogen

Net selling

Durable Capital Partners LP — managed by Henry Ellenbogen; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR

Portfolio value$9.71B（−8%）

Holdings37（−3）

Latest period2026-03-31

Top holdingRbc Bearings Inc

Portfolio overview

Durable Capital Partners LP's most recent 13F filing, for the quarter ended 2026-03-31, reports 37 positions worth $9.71B. The top 5 holdings represent 38% of that value, a moderately concentrated portfolio.

The single largest position is Rbc Bearings Inc at 12.7% of the portfolio, followed by Doordash Inc at 6.6% and Mercadolibre Inc at 6.2%.

Against the prior quarter, Henry Ellenbogen opened 8 new positions, exited 11, added to 13, and trimmed 12. The largest new buy was Wix Com Ltd. The most notable sale was the full exit from Sportradar Group Ag.

Across all 8 quarters on file, Rbc Bearings Inc has appeared in every filing, as has Carvana Co. Rbc Bearings Inc currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

High-conviction

Doordash IncDASHAdding · 3q

Added for 3 straight quarters.

Mercadolibre IncMELIAdding · 5q

Added for 5 straight quarters.

Ferguson Enterprises IncFERGAdding · 3q

Added for 3 straight quarters.

Holdings

Security	Value	Shares	Weight (prev→now)
Rbc Bearings IncRBC	$1.24B	2,275,636	10.0% → 12.7% ▼
Doordash IncDASH	$642.0M	4,276,006	7.7% → 6.6% ▲
Mercadolibre IncMELI	$606.6M	350,845	5.9% → 6.2% ▲
Api Group CorpAPG	$598.7M	14,775,236	5.4% → 6.2% ▼
Qnity Electronics IncQ	$587.1M	5,088,108	2.2% → 6.0% ▲
Xpo IncXPO	$571.2M	2,935,934	5.1% → 5.9% ▼
Ferguson Enterprises IncFERG	$511.3M	2,191,975	3.3% → 5.3% ▲
Medline IncMDLN	$323.3M	7,265,853	2.7% → 3.3% ▲
Carvana CoCVNA	$313.0M	995,741	3.7% → 3.2% ▲
Clean Harbors IncCLH	$301.3M	1,050,973	1.9% → 3.1% ▲
Ul Solutions IncULS	$282.1M	3,291,516	1.9% → 2.9% ▲
Rocket Cos IncRKT	$275.1M	19,305,725	3.2% → 2.8% ▲
Shift4 Pmts IncFOUR	$269.6M	6,165,793	3.9% → 2.8% ▼
Vse CorpVSEC	$259.0M	1,404,771	1.4% → 2.7% ▲
Affirm Hldgs IncAFRM	$258.9M	5,649,434	2.6% → 2.7% ▲
Ishares TrIWM	$254.8M	1,027,614	0.2% → 2.6% ▲
Privia Health Group IncPRVA	$248.6M	12,087,843	2.7% → 2.6%
Coupang IncCPNG	$242.9M	12,866,806	5.5% → 2.5% ▼
Option Care Health IncOPCH	$242.0M	8,991,254	2.7% → 2.5%
Bio-Techne CorpTECH	$232.9M	4,456,017	1.2% → 2.4% ▲
Wix Com Ltd	$183.9M	2,041,688	New · 1.9%
Crh Plc	$155.3M	1,477,777	New · 1.6%
Clear Secure IncYOU	$143.9M	2,971,595	1.1% → 1.5% ▼
Warby Parker IncWRBY	$134.8M	6,396,513	1.5% → 1.4% ▼
Shopify IncSHOP	$115.3M	971,814	3.1% → 1.2% ▼

Rbc Bearings IncRBC
Value$1.24BWeight (prev→now)10.0% → 12.7% ▼
Doordash IncDASH
Value$642.0MWeight (prev→now)7.7% → 6.6% ▲
Mercadolibre IncMELI
Value$606.6MWeight (prev→now)5.9% → 6.2% ▲
Api Group CorpAPG
Value$598.7MWeight (prev→now)5.4% → 6.2% ▼
Qnity Electronics IncQ
Value$587.1MWeight (prev→now)2.2% → 6.0% ▲
Xpo IncXPO
Value$571.2MWeight (prev→now)5.1% → 5.9% ▼
Ferguson Enterprises IncFERG
Value$511.3MWeight (prev→now)3.3% → 5.3% ▲
Medline IncMDLN
Value$323.3MWeight (prev→now)2.7% → 3.3% ▲
Carvana CoCVNA
Value$313.0MWeight (prev→now)3.7% → 3.2% ▲
Clean Harbors IncCLH
Value$301.3MWeight (prev→now)1.9% → 3.1% ▲
Ul Solutions IncULS
Value$282.1MWeight (prev→now)1.9% → 2.9% ▲
Rocket Cos IncRKT
Value$275.1MWeight (prev→now)3.2% → 2.8% ▲
Shift4 Pmts IncFOUR
Value$269.6MWeight (prev→now)3.9% → 2.8% ▼
Vse CorpVSEC
Value$259.0MWeight (prev→now)1.4% → 2.7% ▲
Affirm Hldgs IncAFRM
Value$258.9MWeight (prev→now)2.6% → 2.7% ▲
Ishares TrIWM
Value$254.8MWeight (prev→now)0.2% → 2.6% ▲
Privia Health Group IncPRVA
Value$248.6MWeight (prev→now)2.7% → 2.6%
Coupang IncCPNG
Value$242.9MWeight (prev→now)5.5% → 2.5% ▼
Option Care Health IncOPCH
Value$242.0MWeight (prev→now)2.7% → 2.5%
Bio-Techne CorpTECH
Value$232.9MWeight (prev→now)1.2% → 2.4% ▲
Wix Com Ltd
Value$183.9MWeight (prev→now)New · 1.9%
Crh Plc
Value$155.3MWeight (prev→now)New · 1.6%
Clear Secure IncYOU
Value$143.9MWeight (prev→now)1.1% → 1.5% ▼
Warby Parker IncWRBY
Value$134.8MWeight (prev→now)1.5% → 1.4% ▼
Shopify IncSHOP
Value$115.3MWeight (prev→now)3.1% → 1.2% ▼

Showing top 25 of 37 positions

Exited this quarter (11)Veeva Sys Inc、Descartes Sys Group Inc、Sportradar Group Ag、Twilio Inc、Applovin Corp、Booking Holdings Inc、Cbiz Inc、Toast Inc、Firstservice Corp、Figma Inc、Duolingo Inc

Sources· SEC EDGAR 13F as of 2026-05-15

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