Henry Ellenbogen’s Fabrinet FN Stock Holding History

Henry Ellenbogen’s Portfolio FN Stock Details FN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$339M	Buy	603,340 +386,868	+179%	+$249M	3.3%	12
2026 Q1	$113M	Buy	+216,472	New	+$110M	1.16%	27

Other funds holding FN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Henry Ellenbogen's FN Position: Q2 2026 in Review

Henry Ellenbogen increased its Fabrinet (FN) stake by 179% in Q2 2026, buying an estimated $249M and bringing the position to 603,340 shares worth $339M. The position accounts for 3.3% of the portfolio, ranked #12.

Henry Ellenbogen first reported a position in FN in Q1 2026 and has held it in 2 quarters since. 751 funds tracked by Wall St. Rank hold FN as of Q2 2026.

Henry Ellenbogen held 603,340 shares of Fabrinet worth $339M as of Q2 2026.
Henry Ellenbogen bought 386,868 Fabrinet shares in Q2 2026, an estimated $249M.
Fabrinet made up 3.3% of Henry Ellenbogen's portfolio in Q2 2026, its #12 holding.
Henry Ellenbogen first reported a position in Fabrinet in Q1 2026 and has held it in 2 quarters since.
751 funds tracked by Wall St. Rank held Fabrinet as of Q2 2026.

Based on Durable Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.