Henry Ellenbogen - Durable Capital Partners 13F Activity & Position Changes (Q1 2026)

According to the SEC 13F filed on May 15, 2026, the Durable Capital Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2026, the filing reported:

New Buys - Applied Industrial Technologies, CRH, Entegris, Inc., ESAB Corporation, Flowserve Corporation, and 3 more

Increases - Affirm Holdings, Inc., Clean Harbors, Inc., Carvana Co., DoorDash, Inc., Ferguson Enterprises Inc., and 6 more

Reductions - APi Group Corporation, Aurora Innovation, Inc., Acuity Brands, Inc., Colliers International Group In, Coupang, Inc., and 7 more

Complete Exits - Applovin Corporation, Booking Holdings Inc. Common St, CBIZ, Inc., The Descartes Systems Group Inc, Duolingo, Inc., and 4 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2026	AFRM Affirm Holdings, Inc.	Affirm Holdings, Inc.	Buy	+1,968,261	+53.5%	$258.86M	5,649,434
Q1 2026	AIT Applied Industrial Technologies	Applied Industrial Technologies	Buy - Position Entry	+296,601	-	$78.69M	296,601
Q1 2026	APG APi Group Corporation	APi Group Corporation	Sell	-242,142	-1.6%	$598.69M	14,775,236
Q1 2026	APP Applovin Corporation	Applovin Corporation	Sell - Position Exit	-163,405	-100.0%	$0.00	-
Q1 2026	AUR Aurora Innovation, Inc.	Aurora Innovation, Inc.	Sell	-5,282,549	-78.0%	$6.12M	1,486,036
Q1 2026	AYI Acuity Brands, Inc.	Acuity Brands, Inc.	Sell	-459,593	-56.4%	$99.68M	355,729
Q1 2026	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Sell - Position Exit	-18,274	-100.0%	$0.00	-
Q1 2026	CBZ CBIZ, Inc.	CBIZ, Inc.	Sell - Position Exit	-1,631,969	-100.0%	$0.00	-
Q1 2026	CIGI Colliers International Group In	Colliers International Group In	Sell	-2,540,921	-75.4%	$88.59M	828,839
Q1 2026	CLH Clean Harbors, Inc.	Clean Harbors, Inc.	Buy	+216,210	+25.9%	$301.35M	1,050,973
Q1 2026	CPNG Coupang, Inc.	Coupang, Inc.	Sell	-11,586,179	-47.4%	$242.93M	12,866,806
Q1 2026	CRH CRH	CRH	Buy - Position Entry	+1,477,777	-	$155.34M	1,477,777
Q1 2026	CVNA Carvana Co.	Carvana Co.	Buy	+70,696	+7.6%	$313.04M	995,741
Q1 2026	DASH DoorDash, Inc.	DoorDash, Inc.	Buy	+697,261	+19.5%	$642.04M	4,276,006
Q1 2026	DSGX The Descartes Systems Group Inc	The Descartes Systems Group Inc	Sell - Position Exit	-1,710,202	-100.0%	$0.00	-
Q1 2026	DUOL Duolingo, Inc.	Duolingo, Inc.	Sell - Position Exit	-119,181	-100.0%	$0.00	-
Q1 2026	ENTG Entegris, Inc.	Entegris, Inc.	Buy - Position Entry	+971,701	-	$113.92M	971,701
Q1 2026	ESAB ESAB Corporation	ESAB Corporation	Buy - Position Entry	+34,315	-	$3.32M	34,315
Q1 2026	FERG Ferguson Enterprises Inc.	Ferguson Enterprises Inc.	Buy	+630,633	+40.4%	$511.30M	2,191,975
Q1 2026	FLS Flowserve Corporation	Flowserve Corporation	Buy - Position Entry	+951,798	-	$69.97M	951,798
Q1 2026	FN Fabrinet	Fabrinet	Buy - Position Entry	+216,472	-	$112.89M	216,472
Q1 2026	FOUR Shift4 Payments, Inc.	Shift4 Payments, Inc.	Sell	-441,176	-6.7%	$269.63M	6,165,793
Q1 2026	FSV FirstService Corporation	FirstService Corporation	Sell - Position Exit	-436,598	-100.0%	$0.00	-
Q1 2026	IWM iShares Russell 2000 ETF	iShares Russell 2000 ETF	Buy	+930,838	+961.8%	$254.85M	1,027,614
Q1 2026	MELI MercadoLibre, Inc.	MercadoLibre, Inc.	Buy	+42,913	+13.9%	$606.62M	350,845
Q1 2026	RBC RBC Bearings Incorporated	RBC Bearings Incorporated	Sell	-69,275	-3.0%	$1.24B	2,275,636
Q1 2026	RBLX Roblox Corporation	Roblox Corporation	Sell	-516,301	-44.4%	$36.56M	646,429
Q1 2026	RKT Rocket Companies, Inc.	Rocket Companies, Inc.	Buy	+1,835,528	+10.5%	$275.11M	19,305,725
Q1 2026	SHOP Shopify Inc.	Shopify Inc.	Sell	-1,071,405	-52.4%	$115.28M	971,814
Q1 2026	TECH Bio-Techne Corp	Bio-Techne Corp	Buy	+2,367,126	+113.3%	$232.87M	4,456,017

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