Henry Ellenbogen's Q4 Portfolio: Major Share Increases in DoorDash, MercadoLibre, and Coupa
Durable Capital's portfolio saw significant share increases in DoorDash, MercadoLibre, and Coupa, while positions in RBC Bearings, XPO, and Colliers Intl decreased.
As of December 31, 2025, Henry Ellenbogen's portfolio managed by Durable Capital Partners showed notable quarterly trends. The total portfolio value stands at approximately $9.8 billion, with significant shifts observed in key holdings.
The most pronounced share increase during the quarter was in DOORDASH INC (DASH), with a 114.08% surge in holdings. This substantial growth occurred alongside increases in MERCADOLIBRE INC (MELI) and COUPANG INC (CPNG), both exceeding 75% and 1.53% respectively in share growth, though the latter's increase was relatively modest compared to the others.
Conversely, several positions saw significant reductions. RBC Bearings INC (RBC) experienced a 6.99% decrease in its portfolio allocation, while XPO INC (XPO) and COLLIERS INTL GROUP INC (CIGI) both saw declines of 8.82% and 8.9%, respectively.
Other stocks showed notable increases, though less dramatic than DoorDash. API GROUP CORP (APG) increased by 0.8%, SHIFT4 PMTS INC (FOUR) by 17.43%, CARVANA CO (CVNA) by 3.65%, and FERGUSON ENTERPRISES INC (FERG) by 43.38%.
For a detailed view of Henry Ellenbogen's investment profile, visit Durable Capital Partners. You can explore each stock's performance and details at RBC Bearings, DoorDash, MercadoLibre, Coupa, API Group, XPO, Colliers Intl, Shift4 Payments, Carvana, and Ferguson Enterprises.