Henry Ellenbogen Portfolio Update: December 2025 Holdings
Henry Ellenbogen's portfolio at Durable Capital Partners reached $9.8 billion as of December 31, 2025. This analysis highlights significant changes in top holdings across sectors.
As of December 31, 2025, Henry Ellenbogen's portfolio managed by Durable Capital Partners held a total value of approximately $9.8 billion.
Among the top holdings, DOORDASH INC (DASH) saw a substantial increase in shares (+114.08%) and allocation (7.67%), while RBC Bearings INC (RBC) experienced a significant decrease in shares (-6.99%) and allocation (9.95%).
MERCADOLIBRE INC (MELI) and COUPANG INC (CPNG) also showed notable share increases of +75.52% and -1.53% respectively, impacting their portfolio allocations.
XPO INC (XPO) and COLLIERS INTL GROUP INC (CIGI) decreased their share counts by -8.82% and -8.90%, leading to reductions in their allocations.
SHIFT4 PMTS INC (FOUR) and CARVANA CO (CVNA) added significantly to their positions, with +17.43% and +3.65% share increases, respectively.
API GROUP CORP (APG) maintained a stable position, while FERGUSON ENTERPRISES INC (FERG) showed strong growth with a +43.38% share increase.