Henry Ellenbogen Activity Analysis: Durable Capital Partners Investments in Q2 2026
A detailed look at Henry Ellenbogen's significant stock purchases and sales for his investment firm, Durable Capital Partners.
For the period ending June 30th, 2026 (Q2), insider investor Henry Ellenbogen, managing Durable Capital Partners, demonstrated substantial activity in his portfolio. This analysis focuses on observable changes during this quarter.
Ellenbogen's portfolio saw a mix of strategic additions and disposals across various sectors. Notably, he significantly increased his stake in CARVANA CO (CVNA), boosting its allocation from 0.66% to 4.3%, representing a massive increase of over 574% in shares during the quarter.
Other significant purchases included TWILIO INC (TWLO), where he added shares, increasing its allocation from 3.7% to an unchanged level but showing strong confidence in the stock's performance during Q2. He also acquired a substantial position in SHIFT4 PMTS INC (FOUR), increasing its allocation from 0.66% to an unchanged level, indicating renewed interest.
Furthermore, Ellenbogen bolstered his holdings in FABRINET (FN), raising its allocation from 0.34% to an unchanged level but with a significant share increase of over 178%. Similarly, he invested heavily in CRH PLC (CRH)
Conversely, Ellenbogen divested from several positions. He sold off his entire stake in COUPANG INC (CPNG), reducing its allocation to 0% after it was completely exited during the quarter.
He also partially reduced his position in OPTION CARE HEALTH INC (OPCH)
In summary, Q2 2026 saw Henry Ellenbogen actively reshaping Durable Capital Partners' portfolio. Key areas of investment included CARVANA CO (CVNA), while positions in companies like COUPANG INC (CPNG) were completely liquidated. His actions reflect a dynamic approach to managing his investments during this period.