Unsold Walmart stake would have exceeded Ellenbogen's entire $8B fund
Henry Ellenbogen · Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview · Invest Like The Best · Dec 16, 2025 · at 5:22
Henry Ellenbogen, founder of Durable Capital Partners, reflects on his time managing T. Rowe Price New Horizons Fund and the massive cost of selling Walmart prematurely.
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“And had the stake in Walmart not been sold, the stake in Walmart would have been greater than the sum total of everything that I was managing.”
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