Henry Ellenbogen's Q1 2026 Portfolio Highlights Major Increases in DOORDASH, MERCADOLIBRE, and FERGUSON ENTERPRISES
Durable Capital Partners' portfolio saw significant share increases in DOORDASH, MERCADOLIBRE, and FERGUSON ENTERPRISES during the quarter ending March 31, 2026, alongside decreases in RBC Bearings and XPO.
As of March 31, 2026, Henry Ellenbogen's portfolio managed by Durable Capital Partners showed notable quarterly trends. The total portfolio value remained substantial, reflecting the performance of its holdings.
A key observation is the significant increase in shares held for DOORDASH INC (DASH). The position saw a 19.48% increase in shares during the quarter, indicating strong confidence in this Communication Services stock. Similarly, MERCADOLIBRE INC (MELI) experienced a substantial 13.94% growth in its share count, adding to the portfolio's Consumer Cyclical exposure. Perhaps the most striking increase was in FERGUSON ENTERPRISES INC (FERG), which saw its share count rise by 40.39%.
On the other side of the spectrum, Henry Ellenbogen reduced his position in RBC Bearings INC (RBC) by 2.95% during the quarter. API GROUP CORP (APG) also saw a decrease, albeit a smaller one, of 1.61% in its share count. A more significant reduction was observed in XPO INC (XPO), where the share count decreased by 25.66%.
For a comprehensive view of Henry Ellenbogen's investment strategy and portfolio performance, visit his profile on Insiderset: https://www.insiderset.com/investor/henry-ellenbogen-durable-capital-partners. Detailed analysis of individual holdings, such as DOORDASH INC (https://www.insiderset.com/investors/stocks/DASH), MERCADOLIBRE INC (https://www.insiderset.com/investors/stocks/MELI), and FERGUSON ENTERPRISES INC (https://www.insiderset.com/investors/stocks/FERG), can be found on Insiderset.