Henry Ellenbogen Portfolio Update: March 2026 Holdings Analysis
Henry Ellenbogen's portfolio at Durable Capital Partners reached $8.76 billion as of March 31, 2026. This analysis details significant changes in his top holdings.
As of March 31, 2026, Henry Ellenbogen's portfolio at Durable Capital Partners held a total value of $8,758,094,477. The analysis focuses on his top holdings, highlighting significant changes in share count and value.
Mr. Ellenbogen increased his stake in DOORDASH INC (DASH) by 19.48%, adding 697,206 shares. Similarly, his position in MERCADOLIBRE INC (MELI) grew by 13.94%, with an increase of 42,913 shares. API GROUP CORP (APG) and RBC BEARINGS INC (RBC) both saw slight decreases of 1.61% and 2.95% respectively, shedding 242,142 and 69,275 shares. XPO INC (XPO) experienced a substantial reduction, with a 25.66% decrease (1,013,166 shares sold) and FERGUSON ENTERPRISES INC (FERG) saw a significant increase of 40.39% (adding 630,633 shares). Other notable changes include CLEAN HARBORS INC (CLH) up 25.9%, ROCKET COS INC (RKT) up 10.51%, CARVANA CO (CVNA) up 7.64%, and UL SOLUTIONS INC (ULS) up 28.4%.