Henry Ellenbogen - Durable Capital Partners Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: December 2019 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+8.75B
+9,999%+
Winning Positions
+68.89%
93 wins / 135 positions
Average Gain (Winners)
$127.28M
+9,999%+ avg per position
Active Positions
34
29 losing positions
Portfolio Value Over Time
Total Positions Tracked
135
All holdings over time
Win/Loss Ratio
3.21
93 gains / 29 losses
Active vs. Exited
34 / 101
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| RBC | RBC Bearings Incorporated | Industrials | Mar 2020 | ACTIVE | $45.01K | $1.24B | $1.24B | +9,999%+ |
| DASH | DoorDash, Inc. | Communication Services | Dec 2020 | ACTIVE | $431.46K | $642.04M | $641.61M | +9,999%+ |
| APG | APi Group Corporation | Industrials | Sep 2024 | ACTIVE | $55.15M | $598.69M | $543.55M | +985.66% |
| XPO | XPO, Inc. | Industrials | Dec 2024 | ACTIVE | $75.92M | $571.19M | $495.26M | +652.32% |
| MELI | MercadoLibre, Inc. | Consumer Cyclical | Mar 2025 | ACTIVE | $113.07M | $606.62M | $493.55M | +436.50% |
| FERG | Ferguson Enterprises Inc. | Industrials | Mar 2025 | ACTIVE | $117.09M | $511.30M | $394.21M | +336.68% |
| WST | West Pharmaceutical Services, I | Healthcare | Mar 2020 | EXITED | $143.54K | $307.60M | $307.46M | +9,999%+ |
| INTU | Intuit Inc. | Technology | Mar 2020 | EXITED | $23.88K | $298.61M | $298.58M | +9,999%+ |
| FOUR | Shift4 Payments, Inc. | Technology | Jun 2020 | ACTIVE | $47.19K | $269.63M | $269.58M | +9,999%+ |
| FLUT | Flutter Entertainment | N/A | Mar 2025 | EXITED | $46.75M | $315.97M | $269.22M | +575.87% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.