DU
Durable Capital (Ellenbogen)
CIK: 0001798849 · Filing period: 2025-12-31
Innovation Edge
Henry Ellenbogen specializes in finding small companies that can become big ones, and holding on while they do.
1.3×
Trust Weight
40
Positions
0
In our model
8
New
10
Increasing
18
Decreasing
4
Unchanged
Recent Moves
What Durable Capital opened, added to, or trimmed in their latest 13F — 32 position changes
—
RBC BEARINGS INC
▼ Trimmed -3%
12.7% of port.
DASH
DOORDASH INC
▲ Added +20%
6.6% of port.
MELI
MERCADOLIBRE INC
▲ Added +14%
6.2% of port.
—
QNITY ELECTRONICS INC
▲ Added +82%
6.0% of port.
—
XPO INC
▼ Trimmed -26%
5.9% of port.
—
FERGUSON ENTERPRISES INC
▲ Added +40%
5.3% of port.
—
MEDLINE INC
▲ Added +5%
3.3% of port.
CVNA
CARVANA CO
▲ Added +8%
3.2% of port.
—
CLEAN HARBORS INC
▲ Added +26%
3.1% of port.
—
UL SOLUTIONS INC
▲ Added +28%
2.9% of port.
Top 10 positions (% of portfolio)
Sector breakdown
All Holdings
40 positions, sorted by portfolio weight
← swipe to see all columns
| # | Company | Ticker | Sector | % of Portfolio | Activity | Change |
|---|---|---|---|---|---|---|
| 1 | RBC BEARINGS INC | — | Other | 9.9% | ▼ Decreasing | -7% |
| 2 | DOORDASH INC | DASH | Other | 7.7% | ▲ Increasing | +114% |
| 3 | MERCADOLIBRE INC | MELI | Other | 5.9% | ▲ Increasing | +76% |
| 4 | COUPANG INC | CPNG | Other | 5.5% | — Unchanged | -2% |
| 5 | API GROUP CORP | — | Other | 5.4% | — Unchanged | +1% |
| 6 | XPO INC | — | Other | 5.1% | ▼ Decreasing | -9% |
| 7 | COLLIERS INTL GROUP INC | — | Other | 4.7% | ▼ Decreasing | -9% |
| 8 | SHIFT4 PMTS INC | — | Other | 3.9% | ▲ Increasing | +17% |
| 9 | CARVANA CO | CVNA | Other | 3.7% | ▲ Increasing | +4% |
| 10 | FERGUSON ENTERPRISES INC | — | Other | 3.3% | ▲ Increasing | +43% |
| 11 | ROCKET COS INC | RKT | Other | 3.2% | ▲ Increasing | +59% |
| 12 | SHOPIFY INC | SHOP | Other | 3.1% | ▼ Decreasing | -55% |
| 13 | ACUITY INC | — | Other | 2.8% | ▼ Decreasing | -40% |
| 14 | MEDLINE INC | — | Other | 2.7% | ● New | NEW |
| 15 | OPTION CARE HEALTH INC | — | Other | 2.7% | ▲ Increasing | +21% |
| 16 | PRIVIA HEALTH GROUP INC | — | Other | 2.7% | ▲ Increasing | +3% |
| 17 | AFFIRM HLDGS INC | — | Other | 2.6% | ▼ Decreasing | -41% |
| 18 | QNITY ELECTRONICS INC | — | Other | 2.2% | ● New | NEW |
| 19 | VEEVA SYS INC | VEEV | Other | 2.0% | ▼ Decreasing | -24% |
| 20 | UL SOLUTIONS INC | — | Other | 1.9% | ● New | NEW |
| 21 | CLEAN HARBORS INC | — | Other | 1.9% | ▲ Increasing | +46% |
| 22 | WARBY PARKER INC | — | Other | 1.5% | ▼ Decreasing | -16% |
| 23 | VSE CORP | — | Other | 1.4% | — Unchanged | +2% |
| 24 | DESCARTES SYS GROUP INC | — | Other | 1.4% | ● New | NEW |
| 25 | SPORTRADAR GROUP AG | — | Other | 1.3% | ● New | NEW |
| 26 | TWILIO INC | — | Other | 1.3% | ● New | NEW |
| 27 | BIO-TECHNE CORP | — | Other | 1.2% | ▲ Increasing | +50% |
| 28 | CLEAR SECURE INC | — | Other | 1.1% | ▼ Decreasing | -46% |
| 29 | GOOSEHEAD INS INC | — | Other | 1.1% | — Unchanged | +1% |
| 30 | APPLOVIN CORP | APP | Technology | 1.0% | ▼ Decreasing | -13% |
| 31 | BOOKING HOLDINGS INC | BKNG | Other | 0.9% | ▼ Decreasing | -67% |
| 32 | ROBLOX CORP | RBLX | Other | 0.9% | ▼ Decreasing | -67% |
| 33 | CBIZ INC | — | Other | 0.8% | ▼ Decreasing | -58% |
| 34 | TOAST INC | — | Other | 0.8% | ▼ Decreasing | -64% |
| 35 | FIRSTSERVICE CORP NEW | — | Other | 0.6% | ▼ Decreasing | -80% |
| 36 | FIGMA INC | — | Other | 0.6% | ▼ Decreasing | -68% |
| 37 | ANDERSEN GROUP INC | — | Other | 0.4% | ● New | NEW |
| 38 | AURORA INNOVATION INC | — | Other | 0.2% | ▼ Decreasing | -44% |
| 39 | ISHARES TR | — | Other | 0.2% | ● New | NEW |
| 40 | DUOLINGO INC | DUOL | Other | 0.2% | ▼ Decreasing | -86% |
⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for Durable Capital (Ellenbogen), delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.
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