Henry Ellenbogen
GrowthDurable Capital Partners
Growth investor focused on market-leading technology and consumer businesses.
Portfolio Value
$10.6B
Holdings
40
Top 10 Concentration
55.1%
Latest Period
Q4 2025
Portfolio Holdings
As reported on February 17, 2026 · vs Q3 2025
| # | Security | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | RBC BEARINGS INC CUSIP: 75524B104 | $1.1B | 2,344,911 | 10.0% | -7.0% |
| 2 | DOORDASH INC CUSIP: 25809K105 | $810.5M | 3,578,745 | 7.7% | +114.1% |
| 3 | MERCADOLIBRE INC CUSIP: 58733R102 | $620.3M | 307,932 | 5.9% | +75.5% |
| 4 | COUPANG INC CUSIP: 22266T109 | $576.8M | 24,452,985 | 5.5% | -1.5% |
| 5 | API GROUP CORP CUSIP: 00187Y100 | $574.6M | 15,017,378 | 5.4% | +0.8% |
| 6 | XPO INC CUSIP: 983793100 | $536.7M | 3,949,100 | 5.1% | -8.8% |
| 7 | COLLIERS INTL GROUP INC CUSIP: 194693107 | $495.4M | 3,369,760 | 4.7% | -8.9% |
| 8 | SHIFT4 PMTS INC CUSIP: 82452J109 | $416.0M | 6,606,969 | 3.9% | +17.4% |
| 9 | CARVANA CO CUSIP: 146869102 | $390.4M | 925,045 | 3.7% | +3.6% |
| 10 | FERGUSON ENTERPRISES INC CUSIP: 31488V107 | $347.6M | 1,561,342 | 3.3% | +43.4% |
| 11 | ROCKET COS INC CUSIP: 77311W101 | $338.2M | 17,470,197 | 3.2% | +58.9% |
| 12 | SHOPIFY INC CUSIP: 82509L107 | $328.9M | 2,043,219 | 3.1% | -55.0% |
| 13 | ACUITY INC CUSIP: 00508Y102 | $293.5M | 815,322 | 2.8% | -40.2% |
| 14 | MEDLINE INC NEWCUSIP: 58507V107 | $289.8M | 6,900,000 | 2.7% | NEW |
| 15 | PRIVIA HEALTH GROUP INC CUSIP: 74276R102 | $286.6M | 12,087,843 | 2.7% | +3.4% |
| 16 | OPTION CARE HEALTH INC CUSIP: 68404L201 | $286.5M | 8,991,254 | 2.7% | +21.0% |
| 17 | AFFIRM HLDGS INC CUSIP: 00827B106 | $274.0M | 3,681,173 | 2.6% | -41.3% |
| 18 | QNITY ELECTRONICS INC NEWCUSIP: 74743L100 | $228.7M | 2,800,861 | 2.2% | NEW |
| 19 | VEEVA SYS INC CUSIP: 922475108 | $212.5M | 951,896 | 2.0% | -24.4% |
| 20 | UL SOLUTIONS INC NEWCUSIP: 903731107 | $202.2M | 2,563,523 | 1.9% | NEW |
| 21 | CLEAN HARBORS INC CUSIP: 184496107 | $195.7M | 834,763 | 1.9% | +45.5% |
| 22 | WARBY PARKER INC CUSIP: 93403J106 | $159.3M | 7,310,605 | 1.5% | -16.5% |
| 23 | VSE CORP CUSIP: 918284100 | $151.9M | 879,228 | 1.4% | +1.6% |
| 24 | DESCARTES SYS GROUP INC NEWCUSIP: 249906108 | $149.9M | 1,710,202 | 1.4% | NEW |
| 25 | SPORTRADAR GROUP AG NEWCUSIP: H8088L103 | $141.6M | 5,956,331 | 1.3% | NEW |
| 26 | TWILIO INC NEWCUSIP: 90138F102 | $136.8M | 962,089 | 1.3% | NEW |
| 27 | BIO-TECHNE CORP CUSIP: 09073M104 | $122.8M | 2,088,891 | 1.2% | +49.6% |
| 28 | CLEAR SECURE INC CUSIP: 18467V109 | $121.4M | 3,461,549 | 1.1% | -45.6% |
| 29 | GOOSEHEAD INS INC CUSIP: 38267D109 | $115.1M | 1,562,969 | 1.1% | +1.3% |
| 30 | APPLOVIN CORP CUSIP: 03831W108 | $110.1M | 163,405 | 1.0% | -13.0% |
| 31 | BOOKING HOLDINGS INC CUSIP: 09857L108 | $97.9M | 18,274 | 0.9% | -67.0% |
| 32 | ROBLOX CORP CUSIP: 771049103 | $94.2M | 1,162,730 | 0.9% | -67.1% |
| 33 | CBIZ INC CUSIP: 124805102 | $82.3M | 1,631,969 | 0.8% | -58.4% |
| 34 | TOAST INC CUSIP: 888787108 | $81.6M | 2,299,023 | 0.8% | -63.9% |
| 35 | FIRSTSERVICE CORP NEW CUSIP: 33767E202 | $67.9M | 436,598 | 0.6% | -80.3% |
| 36 | FIGMA INC CUSIP: 316841105 | $64.5M | 1,727,263 | 0.6% | -67.8% |
| 37 | ANDERSEN GROUP INC NEWCUSIP: 033853102 | $43.3M | 1,670,485 | 0.4% | NEW |
| 38 | AURORA INNOVATION INC CUSIP: 051774107 | $26.0M | 6,768,585 | 0.2% | -43.8% |
| 39 | ISHARES TR NEWCUSIP: 464287655 | $23.8M | 96,776 | 0.2% | NEW |
| 40 | DUOLINGO INC CUSIP: 26603R106 | $20.9M | 119,181 | 0.2% | -86.4% |