← Superinvestors
HE
Henry Ellenbogen
Durable Capital Partners
Periodo
Q1 2026
Valore portafoglio
$9.71B
Titoli
37
Attività
21 acquisti · 12 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | RBC RBC BEARINGS INC | 12.72% | Reduce 2.95% | 2,275,636 | $1.24B |
| 2 | DASH DOORDASH INC | 6.61% | Add 19.48% | 4,276,006 | $642.0M |
| 3 | MELI MERCADOLIBRE INC | 6.24% | Add 13.94% | 350,845 | $606.6M |
| 4 | APG API GROUP CORP | 6.16% | Reduce 1.61% | 14,775,236 | $598.7M |
| 5 | Q QNITY ELECTRONICS INC | 6.04% | Add 81.66% | 5,088,108 | $587.1M |
| 6 | XPO XPO INC | 5.88% | Reduce 25.66% | 2,935,934 | $571.2M |
| 7 | FERG FERGUSON ENTERPRISES INC | 5.26% | Add 40.39% | 2,191,975 | $511.3M |
| 8 | MDLN MEDLINE INC | 3.33% | Add 5.3% | 7,265,853 | $323.3M |
| 9 | CVNA CARVANA CO | 3.22% | Add 7.64% | 995,741 | $313.0M |
| 10 | CLH CLEAN HARBORS INC | 3.1% | Add 25.9% | 1,050,973 | $301.3M |
| 11 | ULS UL SOLUTIONS INC | 2.9% | Add 28.4% | 3,291,516 | $282.1M |
| 12 | RKT ROCKET COS INC | 2.83% | Add 10.51% | 19,305,725 | $275.1M |
| 13 | FOUR SHIFT4 PMTS INC | 2.78% | Reduce 6.68% | 6,165,793 | $269.6M |
| 14 | VSEC VSE CORP | 2.67% | Add 59.77% | 1,404,771 | $259.0M |
| 15 | AFRM AFFIRM HLDGS INC | 2.66% | Add 53.47% | 5,649,434 | $258.9M |
| 16 | IWM ISHARES TR | 2.62% | Add 961.85% | 1,027,614 | $254.8M |
| 17 | PRVA PRIVIA HEALTH GROUP INC | 2.56% | — | 12,087,843 | $248.6M |
| 18 | CPNG COUPANG INC | 2.5% | Reduce 47.38% | 12,866,806 | $242.9M |
| 19 | OPCH OPTION CARE HEALTH INC | 2.49% | — | 8,991,254 | $242.0M |
| 20 | TECH BIO-TECHNE CORP | 2.4% | Add 113.32% | 4,456,017 | $232.9M |
| 21 | WIX COM LTD | 1.89% | Buy | 2,041,688 | $183.9M |
| 22 | CRH PLC | 1.6% | Buy | 1,477,777 | $155.3M |
| 23 | YOU CLEAR SECURE INC | 1.48% | Reduce 14.15% | 2,971,595 | $143.9M |
| 24 | WRBY WARBY PARKER INC | 1.39% | Reduce 12.5% | 6,396,513 | $134.8M |
| 25 | SHOP SHOPIFY INC | 1.19% | Reduce 52.44% | 971,814 | $115.3M |
| 26 | ENTG ENTEGRIS INC | 1.17% | Buy | 971,701 | $113.9M |
| 27 | FABRINET | 1.16% | Buy | 216,472 | $112.9M |
| 28 | AYI ACUITY INC | 1.03% | Reduce 56.37% | 355,729 | $99.7M |
| 29 | CIGI COLLIERS INTL GROUP INC | 0.91% | Reduce 75.4% | 828,839 | $88.6M |
| 30 | AIT APPLIED INDL TECHNOLOGIES IN | 0.81% | Buy | 296,601 | $78.7M |
| 31 | FLS FLOWSERVE CORP | 0.72% | Buy | 951,798 | $70.0M |
| 32 | GSHD GOOSEHEAD INS INC | 0.69% | — | 1,562,969 | $66.7M |
| 33 | ANDG ANDERSEN GROUP INC | 0.47% | — | 1,670,485 | $45.4M |
| 34 | RBLX ROBLOX CORP | 0.38% | Reduce 44.4% | 646,429 | $36.6M |
| 35 | AUR AURORA INNOVATION INC | 0.06% | Reduce 78.05% | 1,486,036 | $6.1M |
| 36 | ESAB ESAB CORPORATION | 0.03% | Buy | 34,315 | $3.3M |
| 37 | XMTR XOMETRY INC | 0.02% | Buy | 55,405 | $2.3M |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.