Henry Ellenbogen - Durable Capital Partners Portfolio Allocation (Sep 30, 2025)

As of Sep 30, 2025, the Durable Capital Partners portfolio managed by Henry Ellenbogen was diversified across 8 sectors, according to the most recent SEC 13F filing dated Nov 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Industrials sector represents the largest share at 26.0% of total portfolio value, followed by Industrials and Technology and Consumer Cyclical. Together, the top three sectors account for 65.6% of the portfolio, reflecting Henry Ellenbogen's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.