Durable Capital Partners
Managed by Henry Ellenbogen, founder and CIO13F portfolio value$10.3BQ2 2026 · up 6% vs Q1
Positions364 new · 5 sold out
Top 10 weight59%of portfolio value
Turnover25%vs Q1
Largest holdingRBC10.7% of portfolio
Last filingAug 14for Q2 2026
What changed in Q2 2026
Automated summary of the 13F · filed Aug 14, 2026Added to FERG (+36% shares) and CVNA (+575% shares); new positions in MAIR, TWLO and ROL.
Biggest cut: RBC (−25% of shares). Sold out of IWM, YOU and CIGI.
Since the quarter ended, the top 10 holdings on Markets are down about 38.2% on average, led by MAIR.
Holdings · Q2 2026
1RBCRBC Bearings10.7%$1.10B1.7MTrimmed −25%——
2DASHDoordash7.5%$767M4.2MTrimmed −3%——
3QQnity Electronics7.2%$744M4.6MTrimmed −11%——
4FERGFerguson Enterprises6.9%$707M3.0MAdded +36%——
5MELIMercadolibre5.1%$524M309KTrimmed −12%——
6APGAPI5.0%$514M12.1MTrimmed −18%——
7XPOXPO4.8%$498M2.4MTrimmed −17%——
8CVNACarvana4.3%$442M6.7MAdded +575%——
10TWLOTwilio3.7%$381M1.8MNew——
Sector allocation
Technology3%+1.4 ptOther97%−1.4 pt
Change shown in percentage points vs Q1. Holdings outside Markets’ coverage count as Other.Reported portfolio value
13F market value at each quarter end, US long positions only.Not investment advice. From SEC Form 13F filings (SEC EDGAR 13F). Following an investor alerts you when their next filing lands; it does not copy trades.