Henry Ellenbogen - Durable Capital Partners Sector Allocation (Q1 2026)

As of Mar 31, 2026, the Durable Capital Partners portfolio managed by Henry Ellenbogen was diversified across 8 sectors, according to the most recent SEC 13F filing dated May 15, 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 41.3% of total portfolio value, followed by Industrials and Consumer Cyclical and Technology. 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.