Henry Ellenbogen - Durable Capital Partners – Largest Position Reductions (2026 Q1)
This report summarizes the most meaningful reductions and sell-offs made by Henry Ellenbogen - Durable Capital Partners in 2026 Q1. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| 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 |
| APG | 14,775,236 | $40.52 | Reduced | -1.61% | 6.17% | $598.69M | 2026 Q1 |
| XPO | 2,935,934 | $194.55 | Reduced | -25.66% | 5.88% | $571.19M | 2026 Q1 |
| FOUR | 6,165,793 | $43.73 | Reduced | -6.68% | 2.78% | $269.63M | 2026 Q1 |
| CPNG | 12,866,806 | $18.88 | Reduced | -47.38% | 2.50% | $242.93M | 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 |
| 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 |
| 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 |
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