Henry Ellenbogen - Durable Capital Partners Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Durable Capital Partners portfolio balances reported a total equity value of $9.71B across 37 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 15, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight RBC BEARINGS INC (RBC) as the single largest position, accounting for 12.7% of total equity value, followed by DOORDASH INC (DASH), MERCADOLIBRE INC (MELI), API GROUP CORP (APG), and others. Collectively, the top five holdings represent 37.6% of the portfolio, showing how capital is distributed among core positions and long-term investments.