Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Henry Ellenbogen
Durable Capital Partners LP
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $10,3 Mrd.
Größte Position Rbc Bearings Inc
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +30,01 %
Gesamtrendite · 3 Jahre +144,71 %
Gesamtrendite · 5 Jahre +106,06 %
36 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 RBCRbc Bearings Inc | 10,70% | $1.100.647.659 | 1.708.921 | SOLD Q2 · 2026-24,9% · 567 Tsd. Stk. | ← | $492,56 | |
 DASHDoordash Inc | 7,46% | $766.571.389 | 4.154.183 | SOLD Q2 · 2026-2,8% · 122 Tsd. Stk. | ← | $193,83 | |
N/A QQnity Electronics Inc | 7,23% | $743.618.040 | 4.553.414 | SOLD Q2 · 2026-10,5% · 535 Tsd. Stk. | ← | $121,82 | |
 FERGFerguson Enterprises Inc | 6,88% | $707.180.508 | 2.979.735 | BUY Q2 · 2026+35,9% · 788 Tsd. Stk. | ← | $216,14 | |
 MELIMercadolibre Inc | 5,10% | $523.921.490 | 308.663 | SOLD Q2 · 2026-12,0% · 42 Tsd. Stk. | ← | $1.820,47 | |
 APGApi Group Corp | 5,00% | $513.761.106 | 12.131.313 | SOLD Q2 · 2026-17,9% · 2,6 Mio. Stk. | ← | $37,46 | |
 XPOXpo Inc | 4,84% | $497.811.622 | 2.424.919 | SOLD Q2 · 2026-17,4% · 511 Tsd. Stk. | ← | $174,34 | |
 CVNACarvana Co | 4,30% | $442.368.453 | 6.720.882 | BUY Q2 · 2026+575,0% · 5,7 Mio. Stk. | ← | $67,18 | |
N/A MAIRMadison Air Solutions Corp | 3,87% | $397.662.954 | 10.196.486 | NEW Q2 · 202610,2 Mio. Stk. | – | $24,13 | |
 TWLOTwilio Inc | 3,70% | $380.916.748 | 1.846.153 | NEW Q2 · 20261,8 Mio. Stk. | ← | $266,06 | |
 AFRMAffirm Hldgs Inc | 3,51% | $360.891.859 | 4.425.406 | SOLD Q2 · 2026-21,7% · 1,2 Mio. Stk. | ← | $71,05 | |
N/A FNFabrinet | 3,30% | $339.125.347 | 603.340 | BUY Q2 · 2026+178,7% · 387 Tsd. Stk. | ← | $401,57 | |
 PRVAPrivia Health Group Inc | 2,91% | $299.392.942 | 11.635.948 | SOLD Q2 · 2026-3,7% · 452 Tsd. Stk. | ← | $19,54 | |
N/A ULSUl Solutions Inc | 2,91% | $299.212.528 | 2.937.488 | SOLD Q2 · 2026-10,8% · 354 Tsd. Stk. | ← | $66,32 | |
 CRHCrh Plc | 2,77% | $285.186.672 | 2.665.296 | BUY Q2 · 2026+80,4% · 1,2 Mio. Stk. | ← | $87,14 | |
 CLHClean Harbors Inc | 2,59% | $266.605.994 | 892.405 | SOLD Q2 · 2026-15,1% · 159 Tsd. Stk. | ← | $311,43 | |
 SHOPShopify Inc | 2,59% | $266.689.541 | 2.335.694 | BUY Q2 · 2026+140,3% · 1,4 Mio. Stk. | ← | $137,92 | |
 RKTRocket Cos Inc | 2,53% | $259.689.749 | 16.488.238 | SOLD Q2 · 2026-14,6% · 2,8 Mio. Stk. | ← | $12,36 | |
 VSECVse Corp | 2,18% | $224.000.835 | 980.310 | SOLD Q2 · 2026-30,2% · 424 Tsd. Stk. | ← | $180,14 | |
N/A FLSFlowserve Corp | 2,10% | $215.880.057 | 2.911.004 | BUY Q2 · 2026+205,8% · 2,0 Mio. Stk. | ← | $74,67 | |
 FOURShift4 Pmts Inc | 2,09% | $215.165.509 | 4.423.633 | SOLD Q2 · 2026-28,3% · 1,7 Mio. Stk. | ← | $39,37 | |
 WRBYWarby Parker Inc | 1,89% | $194.070.204 | 6.396.513 | – | SOLD Q1 · 2026-12,5% · 914 Tsd. Stk. | $23,25 | |
 OPCHOption Care Health Inc | 1,26% | $129.253.250 | 6.163.722 | SOLD Q2 · 2026-31,4% · 2,8 Mio. Stk. | ← | $23,95 | |
N/A MDLNMedline Inc | 1,01% | $103.621.540 | 2.627.321 | SOLD Q2 · 2026-63,8% · 4,6 Mio. Stk. | ← | $31,96 | |
N/A XMTRXometry Inc | 0,95% | $97.965.484 | 1.014.976 | BUY Q2 · 2026+1.731,9% · 960 Tsd. Stk. | ← | $99,53 | |
 WIXWix Com Ltd | 0,90% | $92.631.385 | 2.041.688 | – | BUY Q1 · 2026– · 2,0 Mio. Stk. | $83,53 | |
 GSHDGoosehead Ins Inc | 0,87% | $89.101.824 | 1.837.151 | BUY Q2 · 2026+17,5% · 274 Tsd. Stk. | ← | $51,70 | |
 AURAurora Innovation Inc | 0,72% | $74.265.810 | 10.889.415 | BUY Q2 · 2026+632,8% · 9,4 Mio. Stk. | ← | $6,51 | |
 CPNGCoupang Inc | 0,66% | $67.429.037 | 3.881.925 | SOLD Q2 · 2026-69,8% · 9,0 Mio. Stk. | ← | $14,62 | |
N/A ANDGAndersen Group Inc | 0,61% | $63.010.694 | 1.670.485 | – | – | $54,65 | |
N/A AITApplied Indl Technologies In | 0,53% | $54.803.971 | 162.070 | SOLD Q2 · 2026-45,4% · 135 Tsd. Stk. | ← | $320,39 | |
 ENTGEntegris Inc | 0,51% | $52.723.981 | 293.139 | SOLD Q2 · 2026-69,8% · 679 Tsd. Stk. | ← | $143,14 | |
 ROLRollins Inc | 0,47% | $48.655.191 | 1.165.673 | NEW Q2 · 20261,2 Mio. Stk. | ← | $32,35 | |
 AGLAgilon Health Inc | 0,46% | $47.228.010 | 440.642 | NEW Q2 · 2026441 Tsd. Stk. | – | $88,03 | |
 TECHBio-Techne Corp | 0,34% | $35.463.686 | 501.963 | SOLD Q2 · 2026-88,7% · 4,0 Mio. Stk. | ← | $72,47 | |
 AYIAcuity Inc | 0,25% | $25.856.202 | 68.646 | SOLD Q2 · 2026-80,7% · 287 Tsd. Stk. | ← | $306,46 | |
 YOUClear Secure Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 3,0 Mio. Stk. | ← | $39,26 | |
 CIGIColliers Intl Group Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 829 Tsd. Stk. | ← | $92,40 | |
 ESABEsab Corporation Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 34 Tsd. Stk. | ← | – | |
 IWMIshares Tr Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 1,0 Mio. Stk. | ← | $285,58 | |
 RBLXRoblox Corp Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 646 Tsd. Stk. | ← | $51,25 |
