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Henry Ellenbogen — 13F History

Durable Capital Partners LPCIK 0001798849Form 13F-HR on EDGAR
Portfolio value$10.3B
Positions36
QuarterQ2 2026ended 2026-06-30
Filed08/142026

Every 13F on file since Q4 2019: what Henry Ellenbogen bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

27 filings · newest first
Q2 2026$10.3B · 36 stocks · filed Aug 14, 2026
4 bought9 added20 reduced5 sold
bought MAIRbought TWLOreduced −25% RBCreduced −89% TECHsold IWMadded +179% FN
Q1 2026$9.7B · 37 stocks · filed May 15, 2026
8 bought13 added12 reduced11 sold
reduced −75% CIGIadded +82% Qadded +962% IWMreduced −47% CPNGsold VEEVreduced −26% XPO
Q4 2025$10.6B · 40 stocks · filed Feb 17, 2026
8 bought13 added19 reduced16 sold
Q3 2025$13.5B · 48 stocks · filed Nov 14, 2025
10 bought17 added16 reduced6 sold
sold IWMbought FIGbought FERGreduced −44% INTUadded +274% FLUTsold DSGX
Q2 2025$13.2B · 44 stocks · filed Aug 14, 2025
4 bought22 added15 reduced11 sold
Q1 2025$11.2B · 51 stocks · filed May 15, 2025
11 bought18 added20 reduced6 sold
sold TEAMadded +147% WSTreduced −27% DUOLbought MASI*sold ODFLsold DOCS
Q4 2024$12.3B · 46 stocks · filed Feb 14, 2025
7 bought14 added25 reduced9 sold
reduced −40% INTUreduced −70% BFAMadded +500% TEAMreduced −63% DOCSsold VEEVreduced −43% ROP
Q3 2024$13.7B · 48 stocks · filed Nov 14, 2024
9 bought20 added18 reduced10 sold
sold CHEbought ONONbought IWMadded +143% CVNAreduced −81% TEAMsold JBHT
Q2 2024$12.2B · 49 stocks · filed Aug 14, 2024
4 bought22 added22 reduced8 sold
reduced −66% JBHTadded +143% CPNGbought MNDYadded +606% ODFLreduced −25% HUBSsold PCTY
Q1 2024$12.9B · 53 stocks · filed May 15, 2024
3 bought16 added31 reduced2 sold
bought AVTRbought CPNGreduced −62% TDYreduced −91% IWMreduced −27% MOHbought PCTY
Q4 2023$12.7B · 52 stocks · filed Feb 14, 2024
8 bought25 added15 reduced8 sold
reduced −25% ROPbought BIRKreduced −52% WCNreduced −17% DUOLreduced −24% MOHadded +31% TEAM
Q3 2023$10.9B · 52 stocks · filed Nov 14, 2023
5 bought15 added20 reduced3 sold
sold ABCAM PLCbought VEEVadded +64% BFAMreduced −74% KWRadded +1364% ROLadded +136% IT

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.