Henry Ellenbogen - Durable Capital Partners Portfolio Stock Holdings
Durable Capital Partners disclosed 37 stock positions valued at approximately $9.7 billion in its latest SEC 13F filing. The largest holdings include RBC BEARINGS INC, DOORDASH INC, and MERCADOLIBRE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 37
- Portfolio Value
- $9.7B
Holdings by Sector
Durable Capital Partners Portfolio Holdings in Q1 2026
34 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| RBC BEARINGS INC | RBC | Industrials | 12.72% | 2,275,636 | -69,275 | -2.95% | $1,235,943,424 |
| DOORDASH INC | DASH | Communication Services | 6.61% | 4,276,006 | +697,261 | +19.48% | $642,042,301 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 6.24% | 350,845 | +42,913 | +13.94% | $606,618,022 |
| API GROUP CORP | APG | Industrials | 6.16% | 14,775,236 | -242,142 | -1.61% | $598,692,563 |
| XPO INC | XPO | Industrials | 5.88% | 2,935,934 | -1,013,166 | -25.66% | $571,185,960 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 5.26% | 2,191,975 | +630,633 | +40.39% | $511,300,089 |
| CARVANA CO | CVNA | Consumer Cyclical | 3.22% | 995,741 | +70,696 | +7.64% | $313,041,056 |
| CLEAN HARBORS INC | CLH | Industrials | 3.10% | 1,050,973 | +216,210 | +25.90% | $301,345,488 |
| UL SOLUTIONS INC | ULS | Industrials | 2.90% | 3,291,516 | +727,993 | +28.40% | $282,115,836 |
| ROCKET COS INC | RKT | Financial Services | 2.83% | 19,305,725 | +1,835,528 | +10.51% | $275,106,581 |
| SHIFT4 PMTS INC | FOUR | Technology | 2.78% | 6,165,793 | -441,176 | -6.68% | $269,630,128 |
| VSE CORP | VSEC | Industrials | 2.67% | 1,404,771 | +525,543 | +59.77% | $259,039,772 |
| AFFIRM HLDGS INC | AFRM | Technology | 2.66% | 5,649,434 | +1,968,261 | +53.47% | $258,857,066 |
| ISHARES TR | IWM | Other | 2.62% | 1,027,614 | +930,838 | +961.85% | $254,848,272 |
| PRIVIA HEALTH GROUP INC | PRVA | Healthcare | 2.56% | 12,087,843 | - | - | $248,646,931 |
| COUPANG INC | CPNG | Consumer Cyclical | 2.50% | 12,866,806 | -11,586,179 | -47.38% | $242,925,297 |
| OPTION CARE HEALTH INC | OPCH | Healthcare | 2.49% | 8,991,254 | - | - | $242,044,558 |
| BIO-TECHNE CORP | TECH | Healthcare | 2.40% | 4,456,017 | +2,367,126 | +113.32% | $232,871,448 |
| WIX COM LTD | WIX | Other | 1.89% | 2,041,688 | +1,009,844 | +97.87% | $183,894,838 |
| CRH PLC | CRH | Other | 1.60% | 1,477,777 | +1,477,777 | +100.00% | $155,343,918 |
| CLEAR SECURE INC | YOU | Technology | 1.48% | 2,971,595 | -489,954 | -14.15% | $143,854,914 |
| WARBY PARKER INC | WRBY | Healthcare | 1.39% | 6,396,513 | -914,092 | -12.50% | $134,774,529 |
| SHOPIFY INC | SHOP | Technology | 1.19% | 971,814 | -1,071,405 | -52.44% | $115,276,577 |
| ENTEGRIS INC | ENTG | Technology | 1.17% | 971,701 | -2,793,334 | -74.19% | $113,922,225 |
| FABRINET | FN | Other | 1.16% | 216,472 | +216,472 | +100.00% | $112,894,477 |
| ACUITY INC | AYI | Industrials | 1.03% | 355,729 | -459,593 | -56.37% | $99,682,380 |
| COLLIERS INTL GROUP INC | CIGI | Real Estate | 0.91% | 828,839 | -2,540,921 | -75.40% | $88,594,601 |
| APPLIED INDL TECHNOLOGIES IN | AIT | Industrials | 0.81% | 296,601 | +296,601 | +100.00% | $78,694,177 |
| FLOWSERVE CORP | FLS | Industrials | 0.72% | 951,798 | +951,798 | +100.00% | $69,966,671 |
| GOOSEHEAD INS INC | GSHD | Financial Services | 0.69% | 1,562,969 | - | - | $66,676,258 |
| ROBLOX CORP | RBLX | Communication Services | 0.38% | 646,429 | -516,301 | -44.40% | $36,562,024 |
| AURORA INNOVATION INC | AUR | Technology | 0.06% | 1,486,036 | -5,282,549 | -78.05% | $6,122,468 |
| ESAB CORPORATION | ESAB | Industrials | 0.03% | 34,315 | -1,911,539 | -98.24% | $3,316,888 |
| XOMETRY INC | XMTR | Industrials | 0.02% | 55,405 | -613,869 | -91.72% | $2,262,740 |