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.
| # | Company | Ticker | Sector | % of Portfolio | Activity | Change |
|---|---|---|---|---|---|---|
| 1 | RBC BEARINGS INC | — | Other | 9.9% | ▼ Decreasing | -7% |
| 2 | DOORDASH INC | DASH | Other | 7.7% | ▲ Increasing | +114% |
| 3 | MERCADOLIBRE INC | MELI | Other | 5.9% | ▲ Increasing | +76% |
| 4 | COUPANG INC | CPNG | Other | 5.5% | — Unchanged | -2% |
| 5 | API GROUP CORP | — | Other | 5.4% | — Unchanged | +1% |
| 6 | XPO INC | — | Other | 5.1% | ▼ Decreasing | -9% |
| 7 | COLLIERS INTL GROUP INC | — | Other | 4.7% | ▼ Decreasing | -9% |
| 8 | SHIFT4 PMTS INC | — | Other | 3.9% | ▲ Increasing | +17% |
| 9 | CARVANA CO | CVNA | Other | 3.7% | ▲ Increasing | +4% |
| 10 | FERGUSON ENTERPRISES INC | — | Other | 3.3% | ▲ Increasing | +43% |
| 11 | ROCKET COS INC | RKT | Other | 3.2% | ▲ Increasing | +59% |
| 12 | SHOPIFY INC | SHOP | Other | 3.1% | ▼ Decreasing | -55% |
| 13 | ACUITY INC | — | Other | 2.8% | ▼ Decreasing | -40% |
| 14 | MEDLINE INC | — | Other | 2.7% | ● New | NEW |
| 15 | OPTION CARE HEALTH INC | — | Other | 2.7% | ▲ Increasing | +21% |
| 16 | PRIVIA HEALTH GROUP INC | — | Other | 2.7% | ▲ Increasing | +3% |
| 17 | AFFIRM HLDGS INC | — | Other | 2.6% | ▼ Decreasing | -41% |
| 18 | QNITY ELECTRONICS INC | — | Other | 2.2% | ● New | NEW |
| 19 | VEEVA SYS INC | VEEV | Other | 2.0% | ▼ Decreasing | -24% |
| 20 | UL SOLUTIONS INC | — | Other | 1.9% | ● New | NEW |
| 21 | CLEAN HARBORS INC | — | Other | 1.9% | ▲ Increasing | +46% |
| 22 | WARBY PARKER INC | — | Other | 1.5% | ▼ Decreasing | -16% |
| 23 | VSE CORP | — | Other | 1.4% | — Unchanged | +2% |
| 24 | DESCARTES SYS GROUP INC | — | Other | 1.4% | ● New | NEW |
| 25 | SPORTRADAR GROUP AG | — | Other | 1.3% | ● New | NEW |
| 26 | TWILIO INC | — | Other | 1.3% | ● New | NEW |
| 27 | BIO-TECHNE CORP | — | Other | 1.2% | ▲ Increasing | +50% |
| 28 | CLEAR SECURE INC | — | Other | 1.1% | ▼ Decreasing | -46% |
| 29 | GOOSEHEAD INS INC | — | Other | 1.1% | — Unchanged | +1% |
| 30 | APPLOVIN CORP | APP | Technology | 1.0% | ▼ Decreasing | -13% |
| … and 10 more positions. View full portfolio → | ||||||
The table above shows Durable Capital Partners's most recent reported positions from their latest SEC 13F filing. New positions (marked ● New) represent stocks they added since the prior quarter. This data is from their 2025-12-31 filing.
Institutional investors are required to file 13F reports quarterly (within 45 days of each quarter-end: March 31, June 30, September 30, December 31). Some filers may take up to 135 days. Bogen Capital updates this page automatically whenever a new filing is available.
This data is for informational purposes only. 13F filings are delayed by up to 135 days and don't include short positions, options strategies, or non-US holdings. The fund may have already sold or changed these positions by the time you see them. Always do your own research and consider consulting a financial advisor.
All holdings data is sourced directly from public SEC EDGAR 13F filings. We fetch the raw XML filings and process them automatically. The source data is free and publicly available at SEC EDGAR ↗.