Henry Ellenbogen adalah mantan manajer investasi bintang di T. Rowe Price yang kini menahkodai Durable Capital Partners. Sesuai nama perusahaannya, gaya investasi Ellenbogen berfokus pada durabilitas jangka panjang.
Dia dikenal piawai mengidentifikasi perusahaan "compounder", bisnis yang memiliki potensi pertumbuhan majemuk yang kuat di fase mid-cap hingga large-cap. Tidak hanya terpaku pada teknologi murni, Ellenbogen juga menyukai sektor industrial yang memiliki karakteristik pertumbuhan tinggi.
Hal ini terlihat jelas dari posisi terbesarnya saat ini, di mana ia menempatkan porsi aset terbesarnya pada RBC Bearings (RBC), sebuah langkah unik yang membedakannya dari manajer investasi lain yang biasanya "full tech".
Namun, ia tetap mempertahankan eksposur besar di e-commerce dan software melalui Coupang (CPNG) dan AppLovin (APP).
Data Snapshot
- Portfolio Value (Valuasi Portofolio): ~$13.5 Billion (Estimasi Total Aset yang Dilaporkan)
- Top 5 Assets (Aset Terbanyak):
- RBC Bearings Inc (RBC) — 7.29%
- Coupang Inc (CPNG) — 5.93%
- AppLovin Corp (APP) — 5.80%
- Brookfield Corp (BN) — 5.08%
- Shopify Inc (SHOP) — 5.00%
- Top Sector (Sektor Dominan): Industrial & Technology (Software/Internet Services)
Portofolio
Data diupdate pada 10 Desember 2025, diambil dari Valuesider
| Ticker | Stock | % of Portfolio | Shares* | Reported Price* | % difference Current Price | Value |
|---|---|---|---|---|---|---|
| AYI | ACUITY BRANDS INC | 3.48% | 1,363,619 | $344.39 | 🟢 9.25% $376.26 | $469,616,747 |
| AFRM | AFFIRM HOLDINGS INC | 3.39% | 6,268,515 | $73.08 | 🔴 5.47% $69.08 | $458,103,076 |
| APG | API GROUP CORP | 3.79% | 14,898,178 | $34.37 | 🟢 17.25% $40.30 | $512,050,378 |
| APP | APPLOVIN CORP-CLASS A | 5.80% | 1,109,138 | $718.54 | 🔴 0.15% $717.47 | $796,960,019 |
| BKNG | BOOKING HOLDINGS INC | 1.22% | 31,151 | $5,399.27 | 🔴 2.75% $5,250.86 | $168,192,660 |
| AVGO | BROADCOM INC | 3.72% | 1,549,412 | $329.91 | 🟢 23.23% $406.54 | $511,166,513 |
| BN | BROOKFIELD CORP | 5.08% | 10,181,348 | $68.58 | 🔴 31.83% $46.75 | $698,236,846 |
| COF | CAPITAL ONE FINANCIAL CORP | 3.97% | 2,569,491 | $212.58 | 🟢 12.67% $239.51 | $546,222,397 |
| CVNA | CARVANA CO | 4.85% | 1,765,291 | $377.24 | 🟢 25.36% $472.91 | $665,938,377 |
| CBZ | CBIZ INC | 1.54% | 3,925,067 | $52.96 | 🟢 1.85% $53.94 | $207,871,548 |
| CLH | CLEAN HARBORS INC | 0.99% | 573,666 | $232.22 | 🟢 4.22% $242.03 | $133,216,719 |
| YOU | CLEAR SECURE INC -CLASS A | 1.57% | 6,366,367 | $33.38 | 🟢 8.06% $36.07 | $212,509,330 |
| CIGI | COLLIERS INTERNATIONAL GROUP | 4.28% | 3,699,124 | $156.21 | 🔴 6.25% $146.45 | $577,840,160 |
| CPNG | COUPANG INC | 5.93% | 24,833,189 | $32.20 | 🔴 19.60% $25.89 | $799,628,686 |
| DASH | DOORDASH INC - A | 3.37% | 1,671,659 | $271.99 | 🔴 16.75% $226.42 | $454,674,531 |
| DUOL | DUOLINGO | 2.09% | 874,919 | $321.84 | 🔴 38.07% $199.33 | $281,583,931 |
| ENTG | ENTEGRIS INC | 2.58% | 3,765,035 | $92.46 | 🟢 3.37% $95.58 | $348,115,136 |
| ESAB | ESAB CORP | 1.61% | 1,945,854 | $111.74 | 🟢 3.62% $115.78 | $217,429,726 |
| FERG | FERGUSON ENTERPRISES INC | 1.81% | 1,088,970 | $224.58 | - | $244,560,883 |
| FIG | FIGMA INC-CL A | 2.06% | 5,369,380 | $51.87 | 🔴 25.53% $38.63 | $278,509,741 |
| FSV | FIRSTSERVICE CORP | 2.71% | 2,216,720 | $164.74 | 🔴 7.51% $152.37 | $365,175,071 |
| FND | FLOOR & DECOR HOLDINGS INC-A | 0.90% | 1,645,369 | $73.70 | 🔴 14.84% $62.76 | $121,263,695 |
| FLUT | FLUTTER ENTERTAINMENT PLC-DI | 2.34% | 1,243,988 | $254.00 | 🔴 13.50% $219.72 | $315,972,952 |
| GSHD | GOOSEHEAD INSURANCE INC -A | 0.85% | 1,542,186 | $74.42 | 🟢 4.77% $77.97 | $114,769,482 |
| HUBS | HUBSPOT INC | 1.13% | 326,711 | $467.80 | 🔴 17.31% $386.84 | $152,835,406 |
| INTU | INTUIT INC | 2.21% | 437,256 | $682.91 | 🔴 1.03% $675.90 | $298,606,495 |
| MASI | MASIMO CORP | 0.68% | 620,619 | $147.55 | 🔴 4.13% $141.45 | $91,572,333 |
| MELI | MERCADOLIBRE INC | 3.04% | 175,436 | $2,336.94 | 🔴 13.85% $2,013.29 | $409,983,406 |
| OPCH | OPTION CARE HEALTH INC | 1.53% | 7,431,769 | $27.76 | 🟢 18.08% $32.78 | $206,305,907 |
| OM | OUTSET MEDICAL INC | 0.11% | 1,023,706 | $14.12 | - | $14,454,729 |
| PRVA | PRIVIA HEALTH GROUP INC | 2.16% | 11,691,685 | $24.90 | 🔴 0.40% $24.80 | $291,122,957 |
| RBC | RBC BEARINGS INC | 7.29% | 2,521,043 | $390.29 | - | $983,937,872 |
| RH | RH | 0.33% | 221,434 | $203.16 | 🔴 24.71% $152.95 | $44,986,531 |
| RBLX | ROBLOX CORP -CLASS A | 3.62% | 3,529,982 | $138.52 | 🔴 32.05% $94.12 | $488,973,107 |
| RKT | ROCKET COS INC-CLASS A | 1.58% | 10,991,236 | $19.38 | 🟢 0.15% $19.41 | $213,010,154 |
| ROP | ROPER TECHNOLOGIES INC | 0.21% | 56,448 | $498.69 | 🔴 10.69% $445.40 | $28,150,053 |
| FOUR | SHIFT4 PAYMENTS INC-CLASS A | 3.23% | 5,626,484 | $77.40 | 🔴 10.71% $69.11 | $435,489,862 |
| SHOP | SHOPIFY INC - CLASS A | 5.00% | 4,543,835 | $148.61 | 🟢 10.81% $164.67 | $675,259,319 |
| SG | SWEETGREEN INC - CLASS A | 0.04% | 663,890 | $7.98 | 🔴 10.03% $7.18 | $5,297,842 |
| TOST | TOAST INC-CLASS A | 1.72% | 6,360,898 | $36.51 | 🔴 1.42% $35.99 | $232,236,386 |
| VEEV | VEEVA SYSTEMS INC-CLASS A | 2.78% | 1,258,853 | $297.91 | 🔴 23.05% $229.24 | $375,024,897 |
| VIA | VIA TRANSPORTATION INC-CLASS A | 0.07% | 200,000 | $48.08 | - | $9,616,000 |
| VSEC | VSE CORP | 1.07% | 865,017 | $166.24 | 🟢 4.81% $174.23 | $143,800,426 |
| WRBY | WARBY PARKER INC-CLASS A | 1.79% | 8,752,607 | $27.58 | 🟢 10.08% $30.36 | $241,396,901 |
| WST | WEST PHARMACEUTICAL SERVICES | 2.28% | 1,172,583 | $262.33 | 🟢 3.43% $271.33 | $307,603,698 |
| WIX | WIXCOM LTD | 1.36% | 1,031,844 | $177.63 | 🔴 41.79% $103.39 | $183,286,450 |
| XMTR | XOMETRY INC-A | 0.27% | 669,274 | $54.47 | 🟢 14.12% $62.16 | $36,455,355 |
| XPO | XPO LOGISTICS INC | 4.15% | 4,331,280 | $129.27 | 🟢 16.31% $150.35 | $559,904,566 |
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Data diupdate pada 10 Desember 2025, diambil dari Valuesider
