Henry Ellenbogen Durable Capital Partners
Henry Ellenbogen is the founder of Durable Capital Partners, a firm focused on long-term ownership of innovative and durable growth companies. He previously managed growth portfolios at T. Rowe Price, where he built a reputation for identifying businesses early in their scaling phase. Durable’s public filings are followed for exposure to founder-led and high-quality growth equities.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
MAIR
Madison Air Solutions
MAIR
|
+$397M |
| 2 |
Twilio
TWLO
|
+$327M |
| 3 |
Fabrinet
FN
|
+$249M |
| 4 |
Ferguson
FERG
|
+$190M |
| 5 |
Shopify
SHOP
|
+$156M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
RBC Bearings
RBC
|
+$337M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$255M |
| 3 |
Bio-Techne
TECH
|
+$214M |
| 4 |
MDLN
Medline Inc
MDLN
|
+$187M |
| 5 |
Coupang
CPNG
|
+$162M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 42.81% |
| 2 | Technology | 20.33% |
| 3 | Consumer Discretionary | 19.32% |
| 4 | Healthcare | 7.87% |
| 5 | Financials | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
WIX.com
WIX
$3.43B
| $92.6M | 0.9% |
2,041,688
| – | – |
|
27
Goosehead Insurance
GSHD
$2.58B
| $89.1M | 0.87% |
1,837,151
+274,182
| +18% | +$11.3M |
|
28
Aurora
AUR
$12.5B
| $74.3M | 0.72% |
10,889,415
+9,403,379
| +633% | +$57.5M |
|
|
29
Coupang
CPNG
$29.6B
| $67.4M | 0.66% |
3,881,925
-8,984,881
| -70% | -$162M |
|
|
ANDG
30
Andersen Group
ANDG
$5.67B
| $63M | 0.61% |
1,670,485
| – | – |
|
31
Applied Industrial Technologies
AIT
$12.5B
| $54.8M | 0.53% |
162,070
-134,531
| -45% | -$41.3M |
|
32
Entegris
ENTG
$22B
| $52.7M | 0.51% |
293,139
-678,562
| -70% | -$97.9M |
|
33
Rollins
ROL
$17.8B
| $48.7M | 0.47% |
+1,165,673
| New | +$59.6M |
|
34
Agilon Health
AGL
$1.62B
| $47.2M | 0.46% |
+440,642
| New | +$28.9M |
|
|
35
Bio-Techne
TECH
$11.3B
| $35.5M | 0.34% |
501,963
-3,954,054
| -89% | -$214M |
|
36
Acuity Brands
AYI
$10.3B
| $25.9M | 0.25% |
68,646
-287,083
| -81% | -$85.1M |
|
37
Colliers International
CIGI
$5.47B
| – | – |
-828,839
| Closed | -$88.6M |
|
38
ESAB
ESAB
$5.06B
| – | – |
-34,315
| Closed | -$3.32M |
|
|
39
iShares Russell 2000 ETF
IWM
$81.9B
| – | – |
-1,027,614
| Closed | -$255M |
|
40
Roblox
RBLX
$27.4B
| – | – |
-646,429
| Closed | -$36.6M |
|
41
Clear Secure
YOU
$4.46B
| – | – |
-2,971,595
| Closed | -$144M |
|
Similar funds
Henry Ellenbogen's Q2 2026 Portfolio in Review
As of Q2 2026, Henry Ellenbogen held 41 positions worth $10.3B, up 5.9% from $9.71B the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Henry Ellenbogen withdrew a net $532M in Q2 2026, closing 5 positions and reducing 20 holdings. Its most notable exit was iShares Russell 2000 ETF, an estimated $255M position sold in full.
By sector, the portfolio is most concentrated in Industrials at 43% of assets, up from 41% a quarter earlier, followed by Technology and Consumer Discretionary.
Against the trend, Henry Ellenbogen opened a new position in Madison Air Solutions worth $398M.
- Henry Ellenbogen's largest Q2 2026 buy was Madison Air Solutions: 10,196,486 shares worth $398M.
- Henry Ellenbogen added most to Fabrinet in Q2 2026, an estimated $249M increase.
- Henry Ellenbogen's biggest Q2 2026 reduction was RBC Bearings, cutting an estimated $337M.
- Henry Ellenbogen fully exited iShares Russell 2000 ETF in Q2 2026, selling an estimated $255M.
- Henry Ellenbogen's ten largest holdings make up 59% of its $10.3B portfolio in Q2 2026.
- Henry Ellenbogen opened 4 new positions and closed 5 in Q2 2026.
- Henry Ellenbogen's portfolio value rose 5.9% quarter-over-quarter to $10.3B.
Based on Durable Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.