Henry Ellenbogen - Durable Capital Partners Portfolio Performance Analysis (Q2 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: December 2019 to June 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)
+8.92B
+9,999%+
Winning Positions
+71.11%
96 wins / 135 positions
Average Gain (Winners)
$128.77M
+9,999%+ avg per position
Active Positions
31
30 losing positions
Portfolio Value Over Time
Total Positions Tracked
135
All holdings over time
Win/Loss Ratio
3.20
96 gains / 30 losses
Active vs. Exited
31 / 104
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 | $1.10B | $1.10B | +9,999%+ |
| DASH | DoorDash, Inc. | Communication Services | Dec 2020 | ACTIVE | $431.46K | $766.57M | $766.14M | +9,999%+ |
| FERG | Ferguson Enterprises Inc. | Industrials | Mar 2025 | ACTIVE | $117.09M | $707.18M | $590.09M | +503.97% |
| APG | APi Group Corporation | Industrials | Sep 2024 | ACTIVE | $55.15M | $513.76M | $458.62M | +831.64% |
| XPO | XPO, Inc. | Industrials | Dec 2024 | ACTIVE | $75.92M | $497.81M | $421.89M | +555.68% |
| MELI | MercadoLibre, Inc. | Consumer Cyclical | Mar 2025 | ACTIVE | $113.07M | $523.92M | $410.85M | +363.37% |
| TWLO | Twilio Inc. | Technology | Mar 2020 | ACTIVE | $49.25K | $380.92M | $380.87M | +9,999%+ |
| AFRM | Affirm Holdings, Inc. | Technology | Mar 2021 | ACTIVE | $317.65K | $360.89M | $360.57M | +9,999%+ |
| CVNA | Carvana Co. | Consumer Cyclical | Jun 2024 | ACTIVE | $108.14M | $442.37M | $334.23M | +309.06% |
| WST | West Pharmaceutical Services, I | Healthcare | Mar 2020 | EXITED | $143.54K | $307.60M | $307.46M | +9,999%+ |
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.