Henry Ellenbogen - Durable Capital Partners Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Durable Capital Partners portfolio balances reported a total equity value of $10.28B across 36 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight RBC BEARINGS INC (RBC) as the single largest position, accounting for 10.7% of total equity value, followed by DOORDASH INC (DASH), FERGUSON ENTERPRISES INC (FERG), MERCADOLIBRE INC (MELI), and others. Collectively, the top five holdings represent 35.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.