Henry Ellenbogen, founder and CIO of Durable Capital Partners. See sector focus and contact routes.
Henry Ellenbogen, founder and CIO of Durable Capital Partners, invests in small- and mid-cap “compounders” across public and private markets, targeting companies capable of sustaining 20%+ annual returns over a decade with a focus on technology, consumer discretionary, and healthcare sectors. His distinctive thesis centers on identifying the “1% of stocks” that become long-term compounders growing 6x over 10 years, investing from late-stage private rounds through public markets. Notable portfolio companies include Coupang, Atlassian, DoorDash, Duolingo, Intuit, Shopify, and RBC Bearings, with top holdings reflecting a mix of e-commerce, software, and industrial plays.
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