Durable Capital Partners LP
Durable Capital Partners LP is an asset management firm headquartered in Chevy Chase, Maryland, United States. Founded by Henry Ellenbogen in 2019, it specializes in long-term investments in both public and private equities, serving institutional investors. The firm employs approximately 46 people, with about 30% in investment roles.
Investment Strategy
Durable Capital Partners LP employs a fundamental, research-intensive investment process focused on identifying and holding high-quality, durable growth companies over multi-year periods. The firm invests across both public and private markets, aiming for concentrated positions in businesses with significant potential for compounding growth. Its investment philosophy is grounded in extensive due diligence and a long-term perspective.
Top Holdings
Equity Positions (44)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RBC | RBC BEARINGS INC | 7.35% | $970.1M | 2,521,043 | $207.28 | $384.80 | +$123.4M |
C CPNG | COUPANG INC | 5.61% | $741.3M | 24,743,982 | $21.24 | $29.96 | +$236.7M |
F FOUR | SHIFT4 PMTS INC | 5.00% | $660.6M | 6,665,443 | $66.52 | $99.11 | +$176.9M |
I INTU | INTUIT | 4.67% | $616.2M | 782,292 | $403.41 | $787.63 | +$187.9M |
I IWM | ISHARES TR | 4.24% | $560.3M | 2,596,668 | $214.95 | $215.79 | +$308.3M |
Industry Allocation
Investment Team (10)
| Name | Role | Location | |
|---|---|---|---|
A Albert Li | Investment Associate | Washington, DC , United States | |
 | Partner | Chevy Chase Village, MD , United States | |
B Barry Henderson | Partner | Baltimore, MD , United States | |
C Corey Shull | Partner | Washington, DC , United States | |
 | Managing Partner and Chief Investment Officer | Chevy Chase Village, MD , United States | |
J John Hill | Partner | Washington, DC , United States | |
 | Healthcare Analyst | Ellicott City, MD , United States | |
 | Investment Associate | Washington, DC , United States | |
 | Investment Associate | San Francisco, CA , United States | |
 | Investment Analyst | United States |