Henry Ellenbogen - Durable Capital Partners Holdings – 2026 Q1
Explore the latest portfolio disclosure for Henry Ellenbogen - Durable Capital Partners, with insights into sector exposure, position sizes, and overall investment structure for 2026 Q1.
The latest 2026 Q1 filing shows that Henry Ellenbogen - Durable Capital Partners maintains its largest exposure in Unclassified Sector, which represents approximately 61.77% of the portfolio. This sector forms the core of Henry Ellenbogen - Durable Capital Partners's investment stance during this reporting period.
Additional major allocations include Technology (about 10.34%) and Consumer Cyclical (approximately 8.75%) , reflecting how Henry Ellenbogen - Durable Capital Partners diversifies beyond its primary sector focus.
These sector weightings provide a clear view into Henry Ellenbogen - Durable Capital Partners's positioning and conviction areas for the 2026 Q1 quarter.
Breakdown by Sector
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| RBC | 2,275,636 | $543.12 | Reduced | -2.95% | 12.73% | $1.24B | 2026 Q1 |
| DASH | 4,276,006 | $150.15 | Increased | 19.48% | 6.61% | $642.04M | 2026 Q1 |
| MELI | 350,845 | $1729.02 | Increased | 13.94% | 6.25% | $606.62M | 2026 Q1 |
| APG | 14,775,236 | $40.52 | Reduced | -1.61% | 6.17% | $598.69M | 2026 Q1 |
| Q | 5,088,108 | $115.38 | Increased | 81.66% | 6.05% | $587.07M | 2026 Q1 |
| XPO | 2,935,934 | $194.55 | Reduced | -25.66% | 5.88% | $571.19M | 2026 Q1 |
| FERG | 2,191,975 | $233.26 | Increased | 40.39% | 5.27% | $511.3M | 2026 Q1 |
| MDLN | 7,265,853 | $44.5 | Increased | 5.30% | 3.33% | $323.33M | 2026 Q1 |
| CVNA | 4,978,705 | $62.88 | Increased | 7.64% | 3.22% | $313.06M | 2026 Q1 |
| CLH | 1,050,973 | $286.73 | Increased | 25.90% | 3.10% | $301.35M | 2026 Q1 |
| ULS | 3,291,516 | $85.71 | Increased | 28.40% | 2.91% | $282.12M | 2026 Q1 |
| RKT | 19,305,725 | $14.25 | Increased | 10.51% | 2.83% | $275.11M | 2026 Q1 |
| FOUR | 6,165,793 | $43.73 | Reduced | -6.68% | 2.78% | $269.63M | 2026 Q1 |
| VSEC | 1,404,771 | $184.4 | Increased | 59.77% | 2.67% | $259.04M | 2026 Q1 |
| AFRM | 5,649,434 | $45.82 | Increased | 53.47% | 2.67% | $258.86M | 2026 Q1 |
| IWM | 1,027,614 | $248 | Increased | 961.85% | 2.62% | $254.85M | 2026 Q1 |
| PRVA | 12,087,843 | $20.57 | No Change | No Change | 2.56% | $248.65M | 2026 Q1 |
| CPNG | 12,866,806 | $18.88 | Reduced | -47.38% | 2.50% | $242.93M | 2026 Q1 |
| OPCH | 8,991,254 | $26.92 | No Change | No Change | 2.49% | $242.04M | 2026 Q1 |
| TECH | 4,456,017 | $52.26 | Increased | 113.32% | 2.40% | $232.87M | 2026 Q1 |
| WIX | 2,041,688 | $90.07 | Buy | 100.00% | 1.89% | $183.89M | 2026 Q1 |
| CRH | 1,477,777 | $105.12 | Buy | 100.00% | 1.60% | $155.34M | 2026 Q1 |
| YOU | 2,971,595 | $48.41 | Reduced | -14.15% | 1.48% | $143.85M | 2026 Q1 |
| WRBY | 6,396,513 | $21.07 | Reduced | -12.50% | 1.39% | $134.77M | 2026 Q1 |
| SHOP | 971,814 | $118.62 | Reduced | -52.44% | 1.19% | $115.28M | 2026 Q1 |