Portofolio Henry Ellenbogen - Durable Capital Partners Rendy Andriyanto
Gotrade Team
Diperbarui: 31 Desember 2025 Ditinjau oleh Analis Internal Gotrade
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".
Baca juga: Portofolio Mark Massey - AltaRock Partners 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
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