Henry Ellenbogen Portfolio Update: March 2026 Holdings Changes
Durable Capital Partners' Henry Ellenbogen saw his $8.76B portfolio change in March 2026. Key holdings like DOORDASH and FERGUSON increased significantly while XPO decreased.
Durable Capital Partners' portfolio managed by Henry Ellenbogen, valued at approximately $8.76 billion as of March 31, 2026, experienced changes in its top holdings during the reporting period.
Significant increases were seen in DOORDASH INC (DASH), which rose by 19.48% in shares, and FERGUSON ENTERPRISES INC (FERG), which increased by 40.39% in shares. MERCADOLIBRE INC (MELI) and API GROUP CORP (APG) also added shares, while ROCKET COS INC (RKT) maintained its position through continued share growth.
Conversely, XPO INC (XPO) saw a substantial decrease in shares (-25.66%), while RBC BEARINGS INC (RBC) and API GROUP CORP (APG) reduced their holdings slightly (-2.95% and -1.61% respectively).
For detailed analysis of each position, including company profiles, please visit: Henry Ellenbogen's Profile and RBC, DOORDASH, MELI, APG, XPO, FERG, CVNA, CLH, ULS, RKT.