Henry Ellenbogen - Durable Capital Partners Investment Strategy & Portfolio Analysis

As of Mar 31, 2026, Henry Ellenbogen's Durable Capital Partners portfolio reflects a balanced investor approach across 34 reported 13F positions. Portfolio returns are led by RBC Bearings Incorporated (~14% of total exposure), with the top five holdings representing approximately 42% of reported value. The portfolio maintains structural breadth across 34 positions, with economic weighting tilted toward industrials and consumer cyclical companies names. Exposure to high-growth and technology-oriented segments is moderate relative to peers, with performance weighted across industrials, consumer discretionary, and communication services. The portfolio maintains moderate turnover, consistent with periodic rebalancing rather than a fully static book. Distinctive traits include Moderate Turnover, Structurally Diversified, Sector-Tilted.