Henry Ellenbogen's Durable Capital Partners increased its FABRINET (FN) position by 179% in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake went from 216K to 603K shares, worth about $339.1M, and from 1.16% to 3.3% of the reported portfolio.
What did the 2026 Q2 filing report for FN?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 216K | 603K |
| Shares added | +387K (179%) | |
| Reported value | $112.9M | $339.1M |
| Portfolio weight | 1.16% | 3.3% |
| Rank in portfolio | 12th of 36 |
How much did Henry Ellenbogen add to FN?
Henry Ellenbogen added 387K shares of FN during 2026 Q2, taking the stake from 216K to 603K. The reported value of the position rose by about $226.2M, from about $112.9M to about $339.1M.
Where does FN sit in the Henry Ellenbogen portfolio?
FN ranks 12th of 36 stock positions in the Henry Ellenbogen portfolio at 3.3%, about the fund's average stock position of 3%. The largest stock position is RBC at 10.7%. Next come DASH at 7.46% and Q at 7.23%. The three largest stocks together are 25.39% of the book. The FN addition was the 7th largest of the quarter's 38 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Henry Ellenbogen reported 36 stock positions, with 4 opened and 5 closed. The total portfolio value is about $10.3B, up 6% from the prior quarter.
How long has Henry Ellenbogen held FN?
Henry Ellenbogen first reported FN in the quarter ended March 31, 2026. Every reported trade is on the Henry Ellenbogen FN trade history page.
FAQ
How many FN shares did Henry Ellenbogen buy in 2026 Q2?
Henry Ellenbogen added 387K shares of FN, a 179% increase, to 603K shares.
What is the FN position of Henry Ellenbogen worth now?
The FN position of Henry Ellenbogen is worth about $339.1M at June 30, 2026 prices, 3.3% of the portfolio.
Is FN a top holding of Henry Ellenbogen?
FN ranks 12th of 36 stock positions in the Henry Ellenbogen portfolio, at 3.3%.