We are live on ! Find out more
HE

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
-2.37%
1 Year Est. Return
+29.04%
3 Year Est. Return
+128.39%
5 Year Est. Return
+105.8%
10 Year Est. Return
–
AUM
$10.6B
AUM Growth
-$2.93B
Cap. Flow
-$2.36B
Cap. Flow %
-22.37%
Top 10 Hldgs %
55.07%
Holding
56
New
8
Increased
13
Reduced
19
Closed
16

Top Buys

Rank Stock Value
1
DASH icon
DoorDash
DASH
+$447M
2
MDLN
Medline Inc
MDLN
+$291M
3
MELI icon
Mercado Libre
MELI
+$278M
4
Q
Qnity Electronics Inc
Q
+$238M
5
ULS icon
UL Solutions
ULS
+$206M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$401M
2
ENTG icon
Entegris
ENTG
+$348M
3
FLUT icon
Flutter Entertainment
FLUT
+$316M
4
WST icon
West Pharmaceutical
WST
+$308M
5
INTU icon
Intuit
INTU
+$299M

Sector Composition

Rank Sector Weight
1 Industrials 32.51%
2 Consumer Discretionary 24.27%
3 Technology 16%
4 Healthcare 12.85%
5 Financials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SG icon
51
Sweetgreen
SG
$832M
– –
-663,890
Closed -$5.3M
WIX icon
52
WIX.com
WIX
$3.43B
– –
-1,031,844
Closed -$183M
WST icon
53
West Pharmaceutical
WST
$24.8B
– –
-1,172,583
Closed -$308M
XMTR icon
54
Xometry
XMTR
$4.79B
– –
-669,274
Closed -$36.5M
FLUT icon
55
Flutter Entertainment
FLUT
$17.8B
– –
-1,243,988
Closed -$316M
VIA
56
Via Transportation Inc
VIA
$2.2B
– –
-200,000
Closed -$9.62M
1 2
3

Similar funds

NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $10.3B AUM 43.46% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
BSL
Blue Sparrow LLC Dover, Delaware $10.3B AUM
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Henry Ellenbogen's Q4 2025 Portfolio in Review

As of Q4 2025, Henry Ellenbogen held 56 positions worth $10.6B, down 22% from $13.5B the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Henry Ellenbogen withdrew a net $2.36B in Q4 2025, closing 16 positions and reducing 19 holdings. Its most notable exit was Entegris, an estimated $348M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 33% of assets, up from 26% a quarter earlier, followed by Consumer Discretionary and Technology.

Against the trend, Henry Ellenbogen opened a new position in Medline Inc worth $290M.

  • Henry Ellenbogen's largest Q4 2025 buy was Medline Inc: 6,900,000 shares worth $290M.
  • Henry Ellenbogen added most to DoorDash in Q4 2025, an estimated $447M increase.
  • Henry Ellenbogen's biggest Q4 2025 reduction was Shopify, cutting an estimated $401M.
  • Henry Ellenbogen fully exited Entegris in Q4 2025, selling an estimated $348M.
  • Henry Ellenbogen's ten largest holdings make up 55% of its $10.6B portfolio in Q4 2025.
  • Henry Ellenbogen opened 8 new positions and closed 16 in Q4 2025.
  • Henry Ellenbogen's portfolio value fell 22% quarter-over-quarter to $10.6B.

Based on Durable Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.