Henry Ellenbogen - Durable Capital Partners Portfolio Balances (Dec 31, 2025)

As of Dec 31, 2025, the Durable Capital Partners portfolio balances reported a total equity value of $10.57B across 40 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Feb 17, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight RBC BEARINGS INC (RBC) as the single largest position, accounting for 10.0% of total equity value, followed by DOORDASH INC (DASH), MERCADOLIBRE INC (MELI), COUPANG INC (CPNG), and others. Collectively, the top five holdings represent 34.4% of the portfolio, showing how capital is distributed among core positions and long-term investments.