Henry Ellenbogen Portfolio Analysis: Top Holdings and Concentration
Durable Capital Partners' portfolio as of March 31, 2026, shows significant concentration in six major holdings, including RBC Bearings Inc. and DoorDash Inc.
As of March 31, 2026, Henry Ellenbogen's portfolio at Durable Capital Partners is valued at approximately $8.76 billion. The portfolio demonstrates significant concentration, with six stocks accounting for the majority of the holdings.
The largest position is RBC Bearings Inc. (RBC), representing 12.72% of the portfolio. Other major holdings include DoorDash Inc. (DASH) at 6.61%, MercadoLibre Inc. (MELI) at 6.24%, API Group Corp. (APG) at 6.16%, XPO Inc. (XPO) at 5.88%, and Ferguson Enterprises Inc. (FERG) at 5.26%. These six stocks dominate the portfolio allocation.
Recent changes in holdings are notable. DoorDash Inc. saw a significant increase in shares, with a 19.48% rise in holdings during the prior period. Similarly, MercadoLibre experienced a 13.94% increase. Conversely, RBC Bearings Inc. saw a slight decrease of 2.95% in its share count.
For detailed insights into Henry Ellenbogen's investment activities, you can visit his profile on Insiderset: https://www.insiderset.com/investor/henry-ellenbogen-durable-capital-partners. To explore specific stock positions, such as RBC Bearings Inc., DoorDash Inc., and MercadoLibre Inc., visit their respective pages on Insiderset.