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 |
|---|---|---|---|---|---|---|---|
| ENTG | 971,701 | $117.24 | Buy | 100.00% | 1.17% | $113.92M | 2026 Q1 |
| FN | 216,472 | $521.52 | Buy | 100.00% | 1.16% | $112.89M | 2026 Q1 |
| AYI | 355,729 | $280.22 | Reduced | -56.37% | 1.03% | $99.68M | 2026 Q1 |
| CIGI | 828,839 | $106.89 | Reduced | -75.40% | 0.91% | $88.59M | 2026 Q1 |
| AIT | 296,601 | $265.32 | Buy | 100.00% | 0.81% | $78.69M | 2026 Q1 |
| FLS | 951,798 | $73.51 | Buy | 100.00% | 0.72% | $69.97M | 2026 Q1 |
| GSHD | 1,562,969 | $42.66 | No Change | No Change | 0.69% | $66.68M | 2026 Q1 |
| ANDG | 1,670,485 | $27.2 | No Change | No Change | 0.47% | $45.44M | 2026 Q1 |
| RBLX | 646,429 | $56.56 | Reduced | -44.40% | 0.38% | $36.56M | 2026 Q1 |
| AUR | 1,486,036 | $4.12 | Reduced | -78.05% | 0.06% | $6.12M | 2026 Q1 |
| ESAB | 34,315 | $96.66 | Buy | 100.00% | 0.03% | $3.32M | 2026 Q1 |
| XMTR | 55,405 | $40.84 | Buy | 100.00% | 0.02% | $2.26M | 2026 Q1 |