Fund · Henry Ellenbogen
Durable Capital
Long-duration growth from the ex-T. Rowe star.
Copying every 13F the day after it was filed returned 1.1% a year, against 14.8% for SPY over the same 6.7 years and 27 quarters, since Feb 2020. Clone score 30 of 100: Don't copy.
| Manager | Henry Ellenbogen |
| Clone score | 30 / 100 |
| Verdict | Don't copy |
| Copy, a year | 1.1% |
| SPY, a year | 14.8% |
| Edge, a year | −13.7% |
| Latest quarter | Q2 2026 |
| Filed | 14 Aug 2026 |
| 13F value | $10.3B |
| Positions | 36 |
Largest holdings
| Ticker | Name | Weight | Value | Change |
|---|---|---|---|---|
| RBC | RBC BEARINGS INC | 10.7% | $1.1B | TRIM |
| DASH | DOORDASH INC | 7.5% | $767M | TRIM |
| Q | QNITY ELECTRONICS INC | 7.2% | $744M | TRIM |
| FERG | FERGUSON ENTERPRISES INC | 6.9% | $707M | ADD |
| MELI | MERCADOLIBRE INC | 5.1% | $524M | TRIM |
| APG | API GROUP CORP | 5.0% | $514M | TRIM |
| XPO | XPO INC | 4.8% | $498M | TRIM |
| CVNA | CARVANA CO | 4.3% | $442M | ADD |
| MAIR | MADISON AIR SOLUTIONS CORP | 3.9% | $398M | NEW |
| TWLO | TWILIO INC | 3.7% | $381M | NEW |
| AFRM | AFFIRM HLDGS INC | 3.5% | $361M | TRIM |
| FN | FABRINET | 3.3% | $339M | ADD |
| PRVA | PRIVIA HEALTH GROUP INC | 2.9% | $299M | TRIM |
| ULS | UL SOLUTIONS INC | 2.9% | $299M | TRIM |
| CRH | CRH PLC | 2.8% | $285M | ADD |