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Focused investors/Henry Ellenbogen

Henry Ellenbogen - Durable Capital Partners

As of Q2 2026, Henry Ellenbogen reported 36 long-equity positions worth $10.28B in aggregate.

Copy-investor backtest

Latest quarter
+8.60%
1-year
-8.04%
3-year
+24.30%
5-year
-12.64%
3-year vs S&P 500
-48.94%
5-year vs S&P 500
-86.73%
5-year top 5
-6.01%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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