Henry Ellenbogen - Durable Capital Partners LP

Henry Ellenbogen - Durable Capital Partners

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    37
Portfolio value:    $9,713,928,029

Holdings Activity Buys Sells History

Period	Portfolio Value	Top 20 holdings history (left to right)
2026 Q1	$9.71 B	RBC	DASH	MELI	APG	Q	XPO	FERG	MDLN	CVNA	CLH	ULS	RKT	FOUR	VSEC	AFRM	IWM	PRVA	CPNG	OPCH	TECH
2025 Q4	$10.57 B	RBC	DASH	MELI	CPNG	APG	XPO	CIGI	FOUR	CVNA	FERG	RKT	SHOP	AYI	MDLN	OPCH	PRVA	AFRM	Q	VEEV	ULS
2025 Q3	$13.50 B	RBC	CPNG	SHOP	CIGI	XPO	APG	RBLX	AYI	AFRM	DASH	FOUR	MELI	VEEV	FSV	ENTG	CVNA	FLUT	WST	BKNG	INTU
2025 Q2	$13.21 B	RBC	CPNG	FOUR	INTU	IWM	APG	SHOP	AFRM	RBLX	CIGI	TOST	XPO	DUOL	MELI	AYI	FSV	HUBS	CVNA	VEEV	OPCH
2025 Q1	$11.19 B	RBC	DUOL	CPNG	HUBS	FOUR	INTU	BKNG	SHOP	CVNA	CIGI	TOST	FSV	WST	ROP	APG	AFRM	AYI	DSGX	PRVA	ENTG
2024 Q4	$12.26 B	RBC	DUOL	HUBS	CPNG	TOST	FOUR	INTU	BKNG	FSV	CVNA	SHOP	TEAM	CIGI	AFRM	ROP	DSGX	AYI	ONON	RBLX	RH
2024 Q3	$13.67 B	INTU	DUOL	RBC	ROP	CPNG	FSV	BFAM	HUBS	FOUR	BKNG	TOST	CIGI	MOH	CVNA	DSGX	DOCS	WST	MNDY	ONON	IWM
2024 Q2	$12.18 B	INTU	ROP	RBC	DUOL	BFAM	FSV	BKNG	HUBS	CPNG	TOST	FOUR	WST	DSGX	CHE	CPRT	TEAM	CIGI	SSNC	RH	VEEV
2024 Q1	$12.90 B	INTU	DUOL	HUBS	ROP	JBHT	RBC	BFAM	FSV	BKNG	WST	TEAM	TOST	CHE	MOH	DSGX	FOUR	MSCI	SSNC	CPRT	CIGI
2023 Q4	$12.64 B	INTU	DUOL	RBC	ROP	JBHT	HUBS	TEAM	BFAM	BKNG	FSV	MOH	WST	FOUR	MSCI	DSGX	CHE	TDY	TOST	BIRK	SSNC
2023 Q3	$10.84 B	ROP	INTU	DUOL	RBC	JBHT	HUBS	MOH	WST	BKNG	FSV	BFAM	TEAM	MSCI	WCN	DSGX	CHE	TOST	TDY	FOUR	PRVA
2023 Q2	$11.29 B	ROP	INTU	DUOL	FSV	HUBS	WST	JBHT	RBC	MOH	BKNG	ABCM	MSCI	WCN	TEAM	DSGX	TOST	YOU	FOUR	BFAM	CHE
2023 Q1	$10.52 B	INTU	ROP	MSCI	DUOL	FSV	RBC	WST	HUBS	TEAM	JBHT	MOH	BKNG	FOUR	DSGX	WCN	YOU	TDY	KWR	ABCM	TTC
2022 Q4	$9.48 B	ROP	INTU	MSCI	FSV	MOH	RBC	JBHT	TEAM	YOU	DUOL	WCN	HUBS	DSGX	ABCM	WST	FOUR	KWR	DDOG	TDY	TTC
2022 Q3	$8.88 B	MSCI	INTU	59A	ROP	FSV	MOH	DUOL	JBHT	RBC	DDOG	WST	WCN	DSGX	YOU	HUBS	TOST	WRBY	FOUR	KWR	CWAN
2022 Q2	$8.56 B	MSCI	INTU	ROP	59A	FSV	JBHT	DUOL	RBC	WST	DDOG	MOH	WCN	DSGX	HUBS	YOU	IR	KWR	TDY	CFLT	ENOV
2022 Q1	$11.15 B	INTU	ROP	JBHT	MSCI	WRBY	FSV	59A	DDOG	RBC	DUOL	WST	CFLT	YOU	HUBS	SHOP	ONON	IR	WCN	KWR	BKI
2021 Q4	$12.50 B	INTU	JBHT	FSV	SHOP	MSCI	CFLT	WRBY	MTN	ROP	WST	RH	DDOG	KWR	BKI	IR	RDFN	DAY	DASH	TWLO	CPNG
2021 Q3	$12.76 B	SHOP	INTU	FSV	JBHT	MSCI	RH	RDFN	DASH	BKI	WRBY	MTN	WST	KWR	TWLO	CFLT	ROP	YOU	DAY	RBC	AFRM
2021 Q2	$13.31 B	SHOP	INTU	SAM	RDFN	RH	DASH	FSV	JBHT	BKI	MSCI	IR	ROP	COUP	KWR	WST	YOU	AFRM	TWLO	FOUR	VRM
2021 Q1	$11.42 B	SAM	RDFN	JBHT	RH	SHOP	BKI	INTU	FSV	DASH	VRM	IR	KWR	MSCI	STNE	AFRM	WST	TWLO	BFAM	COUP	BURL
2020 Q4	$10.86 B	RDFN	SAM	SHOP	BKI	INTU	STNE	DASH	RH	FSV	KWR	BFAM	COUP	TWLO	MSCI	JBHT	WST	ROP	IR	FOUR	VRM
2020 Q3	$8.93 B	BFAM	RH	SAM	RDFN	FSV	SHOP	BKI	INTU	WST	TWLO	COUP	KWR	STNE	WIX	ROP	MSCI	VRM	WCN	XP	JBHT
2020 Q2	$8.03 B	BFAM	HNIB	WIX	RDFN	FSV	WST	KWR	BKI	COUP	TWLO	VRM	INTU	ROP	XP	MSCI	SHOP	RH	LII	SAM	DDOG
2020 Q1	$4.89 B	SPY	IWM	ROP	WST	RDFN	MSCI	59A	KWR	BFAM	XP	MTN	COUP	FSV	ODFL	IR	GFL	DAY	IDXX	TRU	BKI
2019 Q4	$3.21 B	SPY	IWM	XP