Durable Capital Partners LP 13F holdings
Durable Capital Partners LP reported 36 positions with a total reported value of $10.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: RBC RBC BEARINGS INC (10.7%), DASH DOORDASH INC (7.5%), Q QNITY ELECTRONICS INC (7.2%), FERG FERGUSON ENTERPRISES INC (6.9%), MELI MERCADOLIBRE INC (5.1%). Against 2026-03-31 it opened 4 new positions and exited 5. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| RBC RBC BEARINGS INC | 1,708,921 | $1.1B | 10.7% |
| DASH DOORDASH INC | 4,154,183 | $766.6M | 7.5% |
| Q QNITY ELECTRONICS INC | 4,553,414 | $743.6M | 7.2% |
| FERG FERGUSON ENTERPRISES INC | 2,979,735 | $707.2M | 6.9% |
| MELI MERCADOLIBRE INC | 308,663 | $523.9M | 5.1% |
| APG API GROUP CORP | 12,131,313 | $513.8M | 5.0% |
| XPO XPO INC | 2,424,919 | $497.8M | 4.8% |
| CVNA CARVANA CO | 6,720,882 | $442.4M | 4.3% |
| MAIR MADISON AIR SOLUTIONS CORP | 10,196,486 | $397.7M | 3.9% |
| TWLO TWILIO INC | 1,846,153 | $380.9M | 3.7% |
| AFRM AFFIRM HLDGS INC | 4,425,406 | $360.9M | 3.5% |
| FN FABRINET | 603,340 | $339.1M | 3.3% |
| PRVA PRIVIA HEALTH GROUP INC | 11,635,948 | $299.4M | 2.9% |
| ULS UL SOLUTIONS INC | 2,937,488 | $299.2M | 2.9% |
| CRH PLC | 2,665,296 | $285.2M | 2.8% |
| SHOP SHOPIFY INC | 2,335,694 | $266.7M | 2.6% |
| CLH CLEAN HARBORS INC | 892,405 | $266.6M | 2.6% |
| ROCKET COS INC | 16,488,238 | $259.7M | 2.5% |
| VSEC VSE CORP | 980,310 | $224.0M | 2.2% |
| FLS FLOWSERVE CORP | 2,911,004 | $215.9M | 2.1% |
| SHIFT4 PMTS INC | 4,423,633 | $215.2M | 2.1% |
| WRBY WARBY PARKER INC | 6,396,513 | $194.1M | 1.9% |
| OPCH OPTION CARE HEALTH INC | 6,163,722 | $129.3M | 1.3% |
| MDLN MEDLINE INC | 2,627,321 | $103.6M | 1.0% |
| XMTR XOMETRY INC | 1,014,976 | $98.0M | 1.0% |
New positions this quarter
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Biggest increases and decreases
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CVNA CARVANA CO | 995,741 | 6,720,882 | +575.0% | $442.4M |
| FN FABRINET | 216,472 | 603,340 | +178.7% | $339.1M |
| FERG FERGUSON ENTERPRISES INC | 2,191,975 | 2,979,735 | +35.9% | $707.2M |
| SHOP SHOPIFY INC | 971,814 | 2,335,694 | +140.3% | $266.7M |
| FLS FLOWSERVE CORP | 951,798 | 2,911,004 | +205.8% | $215.9M |
| CRH PLC | 1,477,777 | 2,665,296 | +80.4% | $285.2M |
| XMTR XOMETRY INC | 55,405 | 1,014,976 | +1,731.9% | $98.0M |
| AUR AURORA INNOVATION INC | 1,486,036 | 10,889,415 | +632.8% | $74.3M |
| GSHD GOOSEHEAD INS INC | 1,562,969 | 1,837,151 | +17.5% | $89.1M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| RBC RBC BEARINGS INC | 2,275,636 | 1,708,921 | -24.9% | $1.1B |
| TECH BIO-TECHNE CORP | 4,456,017 | 501,963 | -88.7% | $35.5M |
| MDLN MEDLINE INC | 7,265,853 | 2,627,321 | -63.8% | $103.6M |
| CPNG COUPANG INC | 12,866,806 | 3,881,925 | -69.8% | $67.4M |
| ENTG ENTEGRIS INC | 971,701 | 293,139 | -69.8% | $52.7M |
| APG API GROUP CORP | 14,775,236 | 12,131,313 | -17.9% | $513.8M |
| ACUITY INC | 355,729 | 68,646 | -80.7% | $25.9M |
| XPO XPO INC | 2,935,934 | 2,424,919 | -17.4% | $497.8M |
| AFRM AFFIRM HLDGS INC | 5,649,434 | 4,425,406 | -21.7% | $360.9M |
| VSEC VSE CORP | 1,404,771 | 980,310 | -30.2% | $224.0M |
| Q QNITY ELECTRONICS INC | 5,088,108 | 4,553,414 | -10.5% | $743.6M |
| SHIFT4 PMTS INC | 6,165,793 | 4,423,633 | -28.3% | $215.2M |
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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