Henry Ellenbogen - Durable Capital Partners Sector Allocation (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Durable Capital Partners portfolio managed by Henry Ellenbogen was diversified across 7 sectors as of quarter-end Jun 30, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Industrials sector represents the largest share at 38.9% of total portfolio value, followed by Industrials and Technology and Consumer Cyclical. Together, the top three sectors account for 62.6% of the portfolio, reflecting Henry Ellenbogen's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.