Henry Ellenbogen
Durable Capital Partners · Focuses on companies whose revenue and profits grow fast
Top 5 holdings: RBC 10.7%, DASH 7.5%, Q 7.2%, FERG 6.9%, MELI 5.1%
Holdings in or near the buy zone today
From stocks Henry Ellenbogen holds · latest close
Price levels and picks are calculated automatically with the same formula for every stock — for education only, not a recommendation to buy or sell. · How it's calculated
Trades in Q2 2026
Compared with the previous quarter's report
All holdings
Weight = value of that stock ÷ total value of US stocks in the report
FABRINET · shares +179%
CRH PLC · shares +80%
Portfolio value over time
Each quarter per the 13F report (value at quarter end)
Latest $10.3B
| Quarter | RBC | DASH | Q | FERG | MELI |
|---|---|---|---|---|---|
| Q2 2026 | 10.7% | 7.5% | 7.2% | 6.9% | 5.1% |
| Q1 2026 | 12.7% | 6.6% | 6.0% | 5.3% | 6.2% |
| Q4 2025 | 10.0% | 7.7% | 2.2% | 3.3% | 5.9% |
| Q3 2025 | 7.3% | 3.4% | – | 1.8% | 3.0% |
| Q2 2025 | 7.3% | 1.9% | – | – | 2.9% |
| Q1 2025 | 7.6% | 1.7% | – | 1.0% | 1.0% |
Sector breakdown
Other whales
13F reports show only US stocks held at quarter end and can be filed up to 45 days late · They exclude short sales, options and other assets · For educational purposes only — not investment advice