Henry Ellenbogen's Top Investments: Portfolio Breakdown for Durable Capital Partners
As of December 2025, Henry Ellenbogen's portfolio at Durable Capital Partners is valued at nearly $9.8 billion, with significant allocations to companies like RBC Bearings and DoorDash.
Henry Ellenbogen of RBC Bearings Inc. (RBC) is part of the Industrials sector and accounts for 9.95% of his portfolio at Durable Capital Partners. The position experienced a -6.99% change in shares from the prior period.
Henry Ellenbogen's portfolio includes a substantial stake in DoorDash Inc. (DASH), which belongs to the Communication Services sector and represents 7.67% of his holdings. This position saw an impressive +114.08% increase in shares during the prior period.
MercadoLibre Inc. (MELI), categorized under Consumer Cyclical, holds a significant allocation of 5.87% in Henry Ellenbogen's portfolio. The investment experienced a substantial +75.52% growth in shares from the previous period.
Henry Ellenbogen maintains a notable position in Coupons Inc. (CPNG), which is part of the Consumer Cyclical sector and accounts for 5.46% of his portfolio. There was a slight decrease of -1.53% in shares during the prior period.
API Group Corp. (APG) in the Industrials sector represents 5.44% of Henry Ellenbogen's holdings. The position showed a minimal increase of +0.8% in shares from the previous period.
XPO Inc. (XPO), another Industrials stock, holds a 5.08% allocation in the portfolio. The position experienced an 8.82% reduction in shares, specifically a -8.82% change from the prior period.
Colliers International Group Inc. (CIGI) in the Real Estate sector accounts for 4.69% of the portfolio. The investment saw an 8.9% decrease in shares during the prior period, amounting to a -8.9% change.
Henry Ellenbogen's portfolio includes SHIFT4 Payments Inc. (FOUR) from the Technology sector, representing 3.94% of his assets. This position demonstrated strong growth with a +17.43% increase in shares.
Carvana Co. (CVNA), part of the Consumer Cyclical sector, holds a 3.69% allocation. The position experienced a modest increase of +3.65% in shares from the prior period.
Ferguson Enterprises Inc. (FERG) in the Industrials sector accounts for 3.29% of the portfolio. The investment showed significant growth with a +43.38% increase in shares during the prior period.