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Focused investors/Henry Ellenbogen

Henry Ellenbogen - Durable Capital Partners

As of Q1 2026, this manager reported 37 long-equity positions worth $9.71B in aggregate.

As of Q1 2026, Henry Ellenbogen's Durable Capital Partners held 37 long-equity positions with a reported value of $9.71B.

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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Industrials: 41.3% ($4.01B)Consumer Cyclical: 19.1% ($1.86B)Technology: 15.7% ($1.53B)Healthcare: 12.2% ($1.18B)Financial Services: 6.2% ($600.64M)Unclassified: 4.2% ($410.19M)Real Estate: 0.9% ($88.59M)Communication Services: 0.4% ($36.56M)

Sector breakdown

  • Industrials(12)41.3%
  • Consumer Cyclical(6)19.1%
  • Technology(7)15.7%
  • Healthcare(5)12.2%
  • Financial Services(3)6.2%
  • Unclassified(2)4.2%
  • Real Estate(1)0.9%
  • Communication Services(1)0.4%