Henry Ellenbogen - Durable Capital Partners Investment Strategy & Portfolio Analysis
How Durable Capital Partners allocates capital, manages risk, and constructs its portfolio — based on SEC 13F filings.
According to the SEC 13F filed on Aug 14, 2026, Henry Ellenbogen's Durable Capital Partners portfolio reflects a balanced investor approach across 31 reported 13F positions as of quarter-end Jun 30, 2026. Portfolio returns are led by RBC Bearings Incorporated (~12% of total exposure), with the top five holdings representing approximately 40% of reported value. The portfolio maintains structural breadth across 31 positions, with economic weighting tilted toward industrials and technology 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 exhibits low turnover, consistent with a buy-and-hold posture held through multiple reporting cycles. Distinctive traits include Moderate Turnover, Structurally Diversified, Sector-Tilted.
Investment Style
Value, growth, quality, and behavioral classification from latest 13F holdings.
Primary type: Balanced Investor
Traits: Moderate Turnover, Structurally Diversified, Sector-Tilted
Turnover profile
Moderate
Holding horizon
Moderate
Portfolio Construction
Concentration and position sizing in the latest filing.
Portfolio construction is moderately concentrated: top three names represent 28.8% of assets, top five 40.5%, and the largest single position is 12.3%.
Top 3 weight
28.8%
Top 5 weight
40.5%
Top 10 weight
63.1%
Largest position
12.3%
Top holdings: RBC Bearings Incorporated, DoorDash, Inc., Ferguson Enterprises Inc., MercadoLibre, Inc., APi Group Corporation — view full holdings
Sector Preferences
Where capital is allocated by sector.
Capital is tilted toward Industrials and Technology, with 7 sectors represented in the latest filing.
Leading sectors: Industrials, Technology, Consumer Cyclical
Risk Framework
Concentration, diversification, and turnover tolerance.
This investor accepts moderate single-name risk (largest position 12.3%, top ten 63.1%) and moderate economic diversification (HHI 0.02). Turnover tolerance maps to a moderate profile.
Largest position
12.3%
Top 10 weight
63.1%
Max sector
44.8%
Diversification
Moderate
Strategy Evolution
How the strategy changed between the two most recent filing periods.
Mar 31, 2026 → Jun 30, 2026
- Position count decreased from 34 to 31 (-3 names).
- Top-five concentration fell from 41.7% to 40.5%.
- Dominant sector mix shifted from Industrials, Consumer Cyclical to Industrials, Technology.
- Quarter-over-quarter portfolio weight turnover: 21.2%.
For trade-level changes, see the Activity page. View activity.
Similar Investors
Peer group with comparable portfolio behavior.
Similar-investor comparisons are coming soon.