Henry Ellenbogen - Durable Capital Partners
Superinvestor profile · Rank #47 by reported 13F value (2026 Q2 filers) · CIK 0001798849 · All profiles
Founded 2019Bethesda, Maryland, United StatesPrimarily long-only equity focused on early-stage and durable growth in small- and mid-cap companies, public and privateKey person: Henry Ellenbogen
Reported 13F value
$10.3B
Period 2026-06-30 · Filed 2026-08-14
Positions
36
Top 10 = 59.1% of value
Clone CAGR (full window)
+2.5%
2020-02-13 → 2026-10-02 · cumulative +18%
SPY CAGR (same window)
+14.9%
Cumulative +151%
Max drawdown (monthly)
-48%
Month-end values, approximate
Latest-quarter activity
4 new · 5 exited
9 increased · 20 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2020-02-13 → 2026-10-02, 27 filings) | +2.47% | Cumulative +17.6% vs SPY +151.1% |
| Trailing 10Y | — | |
| Trailing 5Y | -2.41% | |
| Trailing 3Y | +8.82% | |
| Trailing 1Y | -16.55% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| RBC | Rbc Bearings Inc | 10.70% | $1.1B |
| DASH | Doordash Inc | 7.46% | $767M |
| Q | Qnity Electronics Inc | 7.23% | $744M |
| FERG | Ferguson Enterprises Inc | 6.88% | $707M |
| MELI | Mercadolibre Inc | 5.10% | $524M |
| APG | Api Group Corp | 5.00% | $514M |
| XPO | Xpo Inc | 4.84% | $498M |
| CVNA | Carvana Co | 4.30% | $442M |
| MAIR | Madison Air Solutions Corp | 3.87% | $398M |
| TWLO | Twilio Inc | 3.70% | $381M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 93.0% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://www.insidermonkey.com/hedge-fund/durable+capital+partners/1416/ — Founded in Q2 2019 by Henry Ellenbogen, former T. Rowe Price CIO for US Equity Growth and New Horizons Fund manager; SEC filings list principal office at 5425 Wisconsin Avenue, Chevy Chase, Maryland.