Henry Ellenbogen's Top Holdings in Durable Capital Partners Portfolio
A snapshot of Henry Ellenbogen's top holdings as of March 31, 2026, highlighting significant changes in shares for companies like DOORDASH and XPO.
As of March 31, 2026, Henry Ellenbogen's portfolio at Durable Capital Partners is valued at approximately $8.76 billion. His top holdings include significant positions in Industrials and Communication Services sectors.
Ellenbogen's portfolio features a strong Industrials sector allocation, with companies like RBC Bearings (RBC), API Group (APG), XPO, Ferguson Enterprises (FERG), Clean Harbors (CLH), and UL Solutions (ULS). Notably, XPO saw a significant reduction in its position, with a 25.66% decrease in shares, while Ferguson Enterprises experienced a substantial increase of 40.39% in its position.
In the Communication Services sector, Ellenbogen holds DoorDash (DASH), which saw a substantial increase of 19.48% in its position. The Consumer Cyclical sector includes Mercadolibre (MELI) and Carvana (CVNA), with the former seeing a 13.94% increase in shares.
Financial Services is represented by Rocket Cos (RKT), which also saw an increase of 10.51% in its position. For detailed analysis of these holdings, readers can visit the investor profile at https://www.insiderset.com/investor/henry-ellenbogen-durable-capital-partners and explore each stock's performance at https://www.insiderset.com/investors/stocks/.