Durable Capital Partners' Top Holdings Analysis: Henry Ellenbogen's Portfolio as of March 2026
This analysis covers Henry Ellenbogen's top holdings as of March 31, 2026, highlighting key sectors and significant share changes.
As of March 31, 2026, Henry Ellenbogen's portfolio at Durable Capital Partners is strategically positioned with a diverse set of high-growth sectors, with RBC Bearings Inc. (RBC) leading at 12.72% allocation. This Industrials-focused stock has seen a slight decrease in shares, reflecting a -2.95% change from the prior period.
RBC (RBC Bearings Inc.) stands as the largest position in Ellenbogen's portfolio, representing 12.72% of the total value. The company operates in the Industrials sector, specializing in precision bearings and motion control components. The position saw a reduction in shares by 69,275 units, a -2.95% change from the previous reporting period.
DoorDash Inc. (DASH) follows as the second-largest holding at 6.61% allocation, categorized under Communication Services. Ellenbogen has significantly increased his stake in this delivery services company, adding 697,261 shares for a +19.48% change from the prior period.
MercadoLibre Inc. (MELI) holds a 6.24% allocation in the Consumer Cyclical sector. The position has shown strong growth with an increase of 42,913 shares (+13.94%) during the reporting period.
API Group Corp. (APG) contributes 6.16% to the portfolio through its Industrials sector exposure. The position experienced a modest reduction with a -1.61% change in shares.
XPO Inc. (XPO) represents 5.88% of the portfolio in the Industrials sector. This position saw a significant reduction, with a -25.66% change in shares during the period.
Ferguson Enterprises Inc. (FERG) holds a 5.26% allocation and has shown substantial growth with a +40.39% increase in shares.
Carvana Co. (CVNA) is positioned at 3.22% in the Consumer Cyclical sector, with a notable +7.64% increase in shares during the period.
Clean Harbors Inc. (CLH) contributes 3.1% to the portfolio through its Industrials sector exposure. The position saw a substantial +25.9% increase in shares.
UL Solutions Inc. (ULS) represents 2.9% allocation in the Industrials sector, with a significant +28.4% increase in shares during the period.
Rocket Cos. Inc. (RKT) completes the top ten holdings with a 2.83% allocation in the Financial Services sector. The position has seen steady growth with a +10.51% increase in shares.