Henry Ellenbogen - Durable Capital Partners 13F Activity & Position Changes (Q1 2026)
As of Mar 31, 2026, the Durable Capital Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 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 | Type | Change Qty |
|---|---|---|---|
|
Q1 2026
|
AFRM
Affirm Holdings, Inc.
|
Buy |
+1,968,261
|
|
Q1 2026
|
AIT
Applied Industrial Technologies
|
Buy - Position Entry |
+296,601
|
|
Q1 2026
|
APG
APi Group Corporation
|
Sell |
-242,142
|
|
Q1 2026
|
APP
Applovin Corporation
|
Sell - Position Exit |
-163,405
|
|
Q1 2026
|
AUR
Aurora Innovation, Inc.
|
Sell |
-5,282,549
|
|
Q1 2026
|
AYI
Acuity Brands, Inc.
|
Sell |
-459,593
|
|
Q1 2026
|
BKNG
Booking Holdings Inc. Common St
|
Sell - Position Exit |
-18,274
|
|
Q1 2026
|
CBZ
CBIZ, Inc.
|
Sell - Position Exit |
-1,631,969
|
|
Q1 2026
|
CIGI
Colliers International Group In
|
Sell |
-2,540,921
|
|
Q1 2026
|
CLH
Clean Harbors, Inc.
|
Buy |
+216,210
|
|
Q1 2026
|
CPNG
Coupang, Inc.
|
Sell |
-11,586,179
|
|
Q1 2026
|
CRH
CRH
|
Buy - Position Entry |
+1,477,777
|
|
Q1 2026
|
CVNA
Carvana Co.
|
Buy |
+70,696
|
|
Q1 2026
|
DASH
DoorDash, Inc.
|
Buy |
+697,261
|
|
Q1 2026
|
DSGX
The Descartes Systems Group Inc
|
Sell - Position Exit |
-1,710,202
|
|
Q1 2026
|
DUOL
Duolingo, Inc.
|
Sell - Position Exit |
-119,181
|
|
Q1 2026
|
ENTG
Entegris, Inc.
|
Buy - Position Entry |
+971,701
|
|
Q1 2026
|
ESAB
ESAB Corporation
|
Buy - Position Entry |
+34,315
|
|
Q1 2026
|
FERG
Ferguson Enterprises Inc.
|
Buy |
+630,633
|
|
Q1 2026
|
FLS
Flowserve Corporation
|
Buy - Position Entry |
+951,798
|
|
Q1 2026
|
FN
Fabrinet
|
Buy - Position Entry |
+216,472
|
|
Q1 2026
|
FOUR
Shift4 Payments, Inc.
|
Sell |
-441,176
|
|
Q1 2026
|
FSV
FirstService Corporation
|
Sell - Position Exit |
-436,598
|
|
Q1 2026
|
IWM
iShares Russell 2000 ETF
|
Buy |
+930,838
|
|
Q1 2026
|
MELI
MercadoLibre, Inc.
|
Buy |
+42,913
|
|
Q1 2026
|
RBC
RBC Bearings Incorporated
|
Sell |
-69,275
|
|
Q1 2026
|
RBLX
Roblox Corporation
|
Sell |
-516,301
|
|
Q1 2026
|
RKT
Rocket Companies, Inc.
|
Buy |
+1,835,528
|
|
Q1 2026
|
SHOP
Shopify Inc.
|
Sell |
-1,071,405
|
|
Q1 2026
|
TECH
Bio-Techne Corp
|
Buy |
+2,367,126
|
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