SEC EDGAR Form 13F
Durable Capital Partners
Durable Capital Partners is Henry Ellenbogen's investment adviser focused on durable-growth companies across public and private markets, with Form 13F filings covering reportable U.S.-listed holdings.
Latest Form 13F: 37 long U.S. equity positions, $9.7B reported value for the period ended Mar 31, 2026, led by RBC BEARINGS INC, DOORDASH INC, and MERCADOLIBRE INC.
CIK: 1798849 · Filed: May 15, 2026 · Period: Mar 31, 2026
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →Top reported holdings
Showing the top 37 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | RBC | RBC BEARINGS INC | 2.3M | $1.2B | 12.72% | -3.0% |
| 2 | DASH | DOORDASH INC | 4.3M | $642M | 6.61% | +19.5% |
| 3 | MELI | MERCADOLIBRE INC | 350.8K | $607M | 6.24% | +13.9% |
| 4 | APG | API GROUP CORP | 14.8M | $599M | 6.16% | -1.6% |
| 5 | Q | QNITY ELECTRONICS INC | 5.1M | $587M | 6.04% | +81.7% |
| 6 | XPO | XPO INC | 2.9M | $571M | 5.88% | -25.7% |
| 7 | FERG | FERGUSON ENTERPRISES INC | 2.2M | $511M | 5.26% | +40.4% |
| 8 | MDLN | MEDLINE INC | 7.3M | $323M | 3.33% | +5.3% |
| 9 | CVNA | CARVANA CO | 995.7K | $313M | 3.22% | +7.6% |
| 10 | CLH | CLEAN HARBORS INC | 1.1M | $301M | 3.10% | +25.9% |
| 11 | ULS | UL SOLUTIONS INC | 3.3M | $282M | 2.90% | +28.4% |
| 12 | RKT | ROCKET COS INC | 19.3M | $275M | 2.83% | +10.5% |
| 13 | FOUR | SHIFT4 PMTS INC | 6.2M | $270M | 2.78% | -6.7% |
| 14 | VSEC | VSE CORP | 1.4M | $259M | 2.67% | +59.8% |
| 15 | AFRM | AFFIRM HLDGS INC | 5.6M | $259M | 2.66% | +53.5% |
| 16 | IWM | ISHARES TR | 1.0M | $255M | 2.62% | +961.9% |
| 17 | PRVA | PRIVIA HEALTH GROUP INC | 12.1M | $249M | 2.56% | +0.0% |
| 18 | CPNG | COUPANG INC | 12.9M | $243M | 2.50% | -47.4% |
| 19 | OPCH | OPTION CARE HEALTH INC | 9.0M | $242M | 2.49% | +0.0% |
| 20 | TECH | BIO-TECHNE CORP | 4.5M | $233M | 2.40% | +113.3% |
| 21 | WIX | WIX COM LTD | 2.0M | $184M | 1.89% | -- |
| 22 | CRH | CRH PLC | 1.5M | $155M | 1.60% | -- |
| 23 | YOU | CLEAR SECURE INC | 3.0M | $144M | 1.48% | -14.2% |
| 24 | WRBY | WARBY PARKER INC | 6.4M | $135M | 1.39% | -12.5% |
| 25 | SHOP | SHOPIFY INC | 971.8K | $115M | 1.19% | -52.4% |
| 26 | ENTG | ENTEGRIS INC | 971.7K | $114M | 1.17% | -- |
| 27 | FN | FABRINET | 216.5K | $113M | 1.16% | -- |
| 28 | AYI | ACUITY INC | 355.7K | $100M | 1.03% | -56.4% |
| 29 | CIGI | COLLIERS INTL GROUP INC | 828.8K | $89M | 0.91% | -75.4% |
| 30 | AIT | APPLIED INDL TECHNOLOGIES IN | 296.6K | $79M | 0.81% | -- |
| 31 | FLS | FLOWSERVE CORP | 951.8K | $70M | 0.72% | -- |
| 32 | GSHD | GOOSEHEAD INS INC | 1.6M | $67M | 0.69% | +0.0% |
| 33 | ANDG | ANDERSEN GROUP INC | 1.7M | $45M | 0.47% | +0.0% |
| 34 | RBLX | ROBLOX CORP | 646.4K | $37M | 0.38% | -44.4% |
| 35 | AUR | AURORA INNOVATION INC | 1.5M | $6M | 0.06% | -78.0% |
| 36 | ESAB | ESAB CORPORATION | 34.3K | $3M | 0.03% | -- |
| 37 | XMTR | XOMETRY INC | 55.4K | $2M | 0.02% | -- |