---
name: Copy Durable Capital Partners
kind: hedgecopy-fund
cik: 0001798849
latest_13f_period: 2026-06-30
latest_13f_filed: 2026-08-14
author: HedgeCopy
---

# Copy Durable Capital Partners (13F follow-the-filing)

Durable Capital Partners files a 13F-HR with the SEC each quarter (CIK 0001798849). This skill describes a
long-only copy portfolio built from that filing, bought the trading day after it is filed.

## Track record (estimated from 13F holdings, net of 10 bps per unit of turnover)
- Annualised return copying the filings, last 3 years (headline): +6.7% vs SPY +22.9% (alpha -16.2%/yr)
- Annualised since the series started (2022-08-19 to 2026-10-09): +6.8% vs SPY +17.3%
- Follow-the-filing TTM: -16.7% vs SPY +16.2% (alpha -32.9%)
- Quarters of history: 17; average coverage 91%; flags: none

## Latest disclosed top holdings (2026-06-30)
| # | Ticker | Issuer | Weight |
|---|---|---|---|
| 1 | RBC | RBC BEARINGS INC | 10.7% |
| 2 | DASH | DOORDASH INC | 7.5% |
| 3 | Q | QNITY ELECTRONICS INC | 7.2% |
| 4 | FERG | FERGUSON ENTERPRISES INC | 6.9% |
| 5 | MELI | MERCADOLIBRE  INC | 5.1% |
| 6 | APG | API GROUP CORP | 5.0% |
| 7 | XPO | XPO INC | 4.8% |
| 8 | CVNA | CARVANA CO | 4.3% |
| 9 | MAIR | MADISON AIR SOLUTIONS CORP | 3.9% |
| 10 | TWLO | TWILIO INC | 3.7% |
| 11 | AFRM | AFFIRM HLDGS INC | 3.5% |
| 12 | — | FABRINET | 3.3% |
| 13 | PRVA | PRIVIA HEALTH GROUP INC | 2.9% |
| 14 | ULS | UL SOLUTIONS INC | 2.9% |
| 15 | — | CRH PLC | 2.8% |
| 16 | SHOP | SHOPIFY INC | 2.6% |
| 17 | CLH | CLEAN HARBORS INC | 2.6% |
| 18 | RKT | ROCKET COS INC | 2.5% |
| 19 | VSEC | VSE CORP | 2.2% |
| 20 | FLS | FLOWSERVE CORP | 2.1% |

## About the fund

Durable Capital Partners is a Maryland-based investment management firm founded in 2019 by Henry Ellenbogen. The firm focuses on long-only equity investments in early-stage and durable growth small- and mid-cap companies across both public and private markets.

- Strategy: Long-only equity
- Type: Long-only
- Founders: Henry Ellenbogen
- Key people: Henry Ellenbogen (Founder, Managing Partner & Chief Investment Officer); Anouk Dey (Partner); Corey Shull (Partner); Barry Henderson (Partner); Michael Blandino (Partner and Chief Operating Officer); Julie Jack (General Counsel & Chief Compliance Officer)
- Founded 2019 · HQ Bethesda/Chevy Chase, United States
- Reported AUM: $10.3bn (as of June 30, 2026)
- Website: https://www.durablecap.com

### Approach
The firm employs a primarily long-only equity strategy, focusing on identifying and holding early-stage and durable growth small- and mid-cap compounders across both public and private markets. DCP believes that wealth creation is concentrated in a small number of compounding stocks, which it defines as companies generating 20% annualized returns over a decade. Its investment philosophy is integrated across public and private markets, with the firm often engaging earlier with private management teams and increasing exposure as conviction strengthens.

### History
Durable Capital Partners was founded in 2019 by Henry Ellenbogen, a former T. Rowe Price executive and portfolio manager. The firm was established to pursue a long-only equity strategy focused on small- and mid-cap growth companies. Since its inception, it has built a team of investment professionals, many of whom also have backgrounds at T. Rowe Price.

### Notable positions / campaigns
- RBC Bearings Inc (2026): Largest disclosed position in 13F filing as of Q2 2026.
- DoorDash Inc (2026): Second largest disclosed position in 13F filing as of Q2 2026.
- Qnity Electronics Inc (2026): Third largest disclosed position in 13F filing as of Q2 2026.
- Faire (2021): Co-led Series G funding round.

_Profile generated 2026-10-09 from public sources; may be incomplete or out of date._

## Rules
- Hold the top 20 long US-equity positions from the latest 13F-HR, weighted as reported.
- Rebalance on the first trading day after each new 13F-HR is filed. Cash only, paper only.

## Parameters
```json
{
  "params": {
    "funds": [
      "0001798849"
    ],
    "top_n": 20,
    "weighting": "13f",
    "rebalance": "filing_plus_1",
    "budget_usd": 10000,
    "stop_loss_pct": null,
    "cash_only": true
  }
}
```

> Estimated from 13F holdings (long US equities only; no shorts, options, cash or fees). Past performance is not a guide to the future. Not investment advice. Paper trading only.