All Tracked Investors

Henry Ellenbogen, formerly a star portfolio manager at T. Rowe Price, founded Durable Capital Partners to focus on growth investing with extremely long holding periods. His patient, research-intensive approach targets companies with durable competitive advantages.

1719
Positions
10
In our model
163
New buys
877
Increasing
435
Decreasing
In the Bogen Capital Model
These holdings also appear in our conviction-weighted model portfolio
Top 10 positions (% of portfolio)
Sector breakdown
Durable Capital Partners Holdings
Top 30 positions sorted by portfolio weight · Data from 2025-12-31
# Company Ticker Sector % of Portfolio Activity Change
1 SPDR S&P 500 ETF TR ETF 16.8% ▲ Increasing +20%
2 TIDAL TRUST I Other 2.2% — Unchanged
3 NVIDIA CORPORATION NVDA Technology 2.0% ▲ Increasing +3%
4 APPLE INC AAPL Technology 1.6% ▲ Increasing +9%
5 ISHARES TR Other 1.0% ▲ Increasing +6%
6 AMAZON COM INC AMZN Technology 0.8% — Unchanged +2%
7 SNOWFLAKE INC SNOW Other 0.8% ▲ Increasing +4%
8 ISHARES TR Other 0.7% ▲ Increasing +15%
9 ALPHABET INC GOOGL Technology 0.6% ▲ Increasing +4%
10 VANGUARD INDEX FDS Other 0.5% ▲ Increasing +283%
11 MICROSOFT CORP MSFT Technology 0.5% — Unchanged +1%
12 SPDR SERIES TRUST Other 0.5% ▲ Increasing +381%
13 BROADCOM INC AVGO Technology 0.4% ▲ Increasing +4%
14 VANGUARD INDEX FDS Other 0.4% ▲ Increasing +14%
15 AIRBNB INC ABNB Other 0.4% ▲ Increasing +11590%
16 TIDAL TRUST I Other 0.3% — Unchanged
17 ISHARES TR Other 0.3% ▲ Increasing +13%
18 META PLATFORMS INC META Technology 0.3% ▲ Increasing +18%
19 WESTERN DIGITAL CORP Other 0.3% ▼ Decreasing -5%
20 PALANTIR TECHNOLOGIES INC PLTR Technology 0.3% ▲ Increasing +10%
21 TAPESTRY INC Other 0.3% ▼ Decreasing -4%
22 TESLA INC TSLA Technology 0.3% ▲ Increasing +4%
23 CATERPILLAR INC CAT Other 0.3% ▲ Increasing +5%
24 NEWMONT CORP NEM Other 0.3% — Unchanged +0%
25 DELTA AIR LINES INC DEL DAL Other 0.2% ▲ Increasing +48%
26 ISHARES INC Other 0.2% ▲ Increasing +14%
27 DUKE ENERGY CORP NEW DUK Other 0.2% ▲ Increasing +148%
28 ISHARES GOLD TR Other 0.2% ▲ Increasing +184%
29 MICRON TECHNOLOGY INC MU Other 0.2% ▼ Decreasing -23%
30 WEATHERFORD INTL PLC Other 0.2% ▲ Increasing +8%
… and 1689 more positions. View full portfolio →
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings for Durable Capital Partners, delayed up to 135 days. Not a recommendation to buy or sell any security. Durable Capital Partners may have already changed these positions.