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Henry Ellenbogen

Durable Capital Partners

Durable Capital Partners Portfolio 13F

Henry Ellenbogen Holdings Activity

Portfolio value:
$9.71B~ (-$854M~)
Previous value:
$10.57B~
# of changes:
44
New positions:
8
Reported for:
31 Mar 2026 (Q1)
Latest filing date:
15 May 2026
Durable Capital Partners has disclosed a total of 44 changes to the portfolio in the (2026 Q1) SEC report(s): increased the number of shares of 13, bought 8 totally new, decreased the number of shares of 12 and completely sold out 11 position(s).

What stocks did Henry Ellenbogen buy in 2026 Q1?

During 2026 Q1 Henry Ellenbogen has bought 21 securities out of which top 5 purchases (by % change to portfolio) were (DASH) DoorDash, Inc, CL-A (added shares +19.48%), (MELI) MercadoLibre Inc (added shares +13.94%), (Q) Qnity Electronics, Inc (added shares +81.66%), (FERG) Ferguson Plc (added shares +40.39%) and (MDLN) Medline Inc, CL-A (added shares +5.30%).

What did Henry Ellenbogen invest in during 2026 Q1?

Henry Ellenbogen's top 5 holdings (by % of portfolio) were (RBC) RBC Bearings Incorporated (12.72%), (DASH) DoorDash, Inc, CL-A (6.61%), (MELI) MercadoLibre Inc (6.24%), (APG) Api GroupCorp (6.16%) and (Q) Qnity Electronics, Inc (6.04%).
In the 2026 Q1 report(s) the following changes have been made to the top investments: (RBC) RBC Bearings Incorporated (reduced shares -2.95%), (DASH) DoorDash, Inc, CL-A (added shares +19.48%), (MELI) MercadoLibre Inc (added shares +13.94%), (APG) Api GroupCorp (reduced shares -1.61%) and (Q) Qnity Electronics, Inc (added shares +81.66%).

Warning: SEC insider reports detected for Durable Capital Partners (real-time trades and ownership disclosures)

10 transactions as of 4 weeks ago and 1 ownership disclosure as of 1 month ago

* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".