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Henry Ellenbogen Durable Capital Partners

AUM $10.3B
1-Year Est. Return 29.04%
 

Henry Ellenbogen is the founder of Durable Capital Partners, a firm focused on long-term ownership of innovative and durable growth companies. He previously managed growth portfolios at T. Rowe Price, where he built a reputation for identifying businesses early in their scaling phase. Durable’s public filings are followed for exposure to founder-led and high-quality growth equities.

This Fund
S&P 500
This Quarter Est. Return
+24.4%
1 Year Est. Return
+29.04%
3 Year Est. Return
+128.39%
5 Year Est. Return
+105.8%
10 Year Est. Return
–
AUM
$10.3B
AUM Growth
+$568M
Cap. Flow
-$532M
Cap. Flow %
-5.17%
Top 10 Hldgs %
59.08%
Holding
41
New
4
Increased
9
Reduced
20
Closed
5

Top Buys

Rank Stock Value
1
MAIR
Madison Air Solutions
MAIR
+$397M
2
TWLO icon
Twilio
TWLO
+$327M
3
FN icon
Fabrinet
FN
+$249M
4
FERG icon
Ferguson
FERG
+$190M
5
SHOP icon
Shopify
SHOP
+$156M

Top Sells

Rank Stock Value
1
RBC icon
RBC Bearings
RBC
+$337M
2
IWM icon
iShares Russell 2000 ETF
IWM
+$255M
3
TECH icon
Bio-Techne
TECH
+$214M
4
MDLN
Medline Inc
MDLN
+$187M
5
CPNG icon
Coupang
CPNG
+$162M

Sector Composition

Rank Sector Weight
1 Industrials 42.81%
2 Technology 20.33%
3 Consumer Discretionary 19.32%
4 Healthcare 7.87%
5 Financials 6.9%

No holdings matched the selected filter criteria.

1 2

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Henry Ellenbogen's Q2 2026 Portfolio in Review

As of Q2 2026, Henry Ellenbogen held 41 positions worth $10.3B, up 5.9% from $9.71B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Henry Ellenbogen withdrew a net $532M in Q2 2026, closing 5 positions and reducing 20 holdings. Its most notable exit was iShares Russell 2000 ETF, an estimated $255M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 43% of assets, up from 41% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Henry Ellenbogen opened a new position in Madison Air Solutions worth $398M.

  • Henry Ellenbogen's largest Q2 2026 buy was Madison Air Solutions: 10,196,486 shares worth $398M.
  • Henry Ellenbogen added most to Fabrinet in Q2 2026, an estimated $249M increase.
  • Henry Ellenbogen's biggest Q2 2026 reduction was RBC Bearings, cutting an estimated $337M.
  • Henry Ellenbogen fully exited iShares Russell 2000 ETF in Q2 2026, selling an estimated $255M.
  • Henry Ellenbogen's ten largest holdings make up 59% of its $10.3B portfolio in Q2 2026.
  • Henry Ellenbogen opened 4 new positions and closed 5 in Q2 2026.
  • Henry Ellenbogen's portfolio value rose 5.9% quarter-over-quarter to $10.3B.

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