Durable Capital Partners LP
CIK 1798849 · View on SEC EDGAR ↗
- Portfolio value
- $10.3B
- Positions
- 36
- As of
- June 30, 2026
#472 of 9,443 by 13F value · top 5.0%
Portfolio value QoQ: +5.9% 13F does not disclose cash
- Top 10 holdings weight
- 59.08%
- Top 25 holdings weight
- 93.67%
- Positions above 1%
- 24
- Effective number of positions
- 20.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 22.54% Est. buys $2,253,835,263 · sells $2,664,764,243
Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 44.4% still held
- New positions
- 4
- Increased
- 9
- Decreased
- 20
- Closed
- 5
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
- Related The person behind this filer, where we can match one.
Performance vs S&P 500
Annualized: +2.7% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 98.2% · Options excluded: 0.0%
Sector breakdown
Industrials
46.1%
Technology
15.7%
Retail
11.9%
Financial Services
8.1%
Consumer Discretionary
7.5%
Health Care
4.5%
Financials
0.9%
Other/Unmapped
5.3%
Full portfolio 36 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| RBC RBC Bearings Incorporated Common Stock | $1,100,647,659 | 10.70% | 1,708,921 | $-135,295,765 | Down ×3 | ||
| DASH DoorDash, Inc. - Common Stock | $766,571,389 | 7.46% | 4,154,183 | $124,529,088 | Down ×1 | ||
| Q Qnity Electronics, Inc. Common Stock | $743,618,040 | 7.23% | 4,553,414 | $156,552,139 | Down ×1 | ||
| FERG Ferguson Enterprises Inc. Common Stock | $707,180,508 | 6.88% | 2,979,735 | $195,880,419 | Up ×3 | ||
| MELI MercadoLibre, Inc. - Common Stock | $523,921,490 | 5.10% | 308,663 | $-82,696,532 | Down ×1 | ||
| APG APi Group Corporation Common Stock | $513,761,106 | 5.00% | 12,131,313 | $-84,931,457 | Down ×2 | ||
| XPO XPO, Inc. Common Stock | $497,811,622 | 4.84% | 2,424,919 | $-73,374,338 | Down ×3 | ||
| CVNA Carvana Co. Class A Common Stock | $442,368,453 | 4.30% | 6,720,882 | $129,327,397 | Up ×3 | ||
| Unknown issuer (CUSIP: 55658T105) | $397,662,954 | 3.87% | 10,196,486 | Up ×1 | |||
| TWLO Twilio Inc. Class A Common Stock | $380,916,748 | 3.70% | 1,846,153 | ||||
| AFRM Affirm Holdings, Inc. - Class A Common Stock | $360,891,859 | 3.51% | 4,425,406 | $102,034,793 | Down ×1 | ||
| FN Fabrinet Ordinary Shares | $339,125,347 | 3.30% | 603,340 | $226,230,870 | Up ×1 | ||
| PRVA Privia Health Group, Inc. - Common Stock | $299,392,942 | 2.91% | 11,635,948 | $50,746,011 | Down ×1 | ||
| ULS UL Solutions Inc. Class A Common Stock | $299,212,528 | 2.91% | 2,937,488 | $17,096,692 | Down ×1 | ||
| CRH CRH PLC Ordinary Shares | $285,186,672 | 2.77% | 2,665,296 | $129,842,754 | Up ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $266,689,541 | 2.59% | 2,335,694 | $151,412,964 | Up ×1 | ||
| CLH Clean Harbors, Inc. Common Stock | $266,605,994 | 2.59% | 892,405 | $-34,739,494 | Down ×1 | ||
| RKT Rocket Companies, Inc. Class A Common Stock | $259,689,749 | 2.53% | 16,488,238 | $-15,416,832 | Down ×1 | ||
| VSEC VSE Corporation - Common Stock | $224,000,835 | 2.18% | 980,310 | $-35,038,937 | Down ×1 | ||
| FLS Flowserve Corporation Common Stock | $215,880,057 | 2.10% | 2,911,004 | $145,913,386 | Up ×1 | ||
| FOUR Shift4 Payments, Inc. Class A Common Stock | $215,165,509 | 2.09% | 4,423,633 | $-54,464,619 | Down ×2 | ||
| WRBY Warby Parker Inc. Class A Common Stock | $194,070,204 | 1.89% | 6,396,513 | $59,295,675 | |||
| OPCH Option Care Health, Inc. - Common Stock | $129,253,250 | 1.26% | 6,163,722 | $-112,791,308 | Down ×1 | ||
| MDLN Medline Inc. - Class A common stock | $103,621,540 | 1.01% | 2,627,321 | $-219,708,919 | Down ×1 | ||
| XMTR Xometry, Inc. - Class A Common Stock | $97,965,484 | 0.95% | 1,014,976 | $95,702,744 | Up ×1 | ||
| WIX Wix.com Ltd. - Ordinary Shares | $92,631,385 | 0.90% | 2,041,688 | $-91,263,453 | |||
| GSHD Goosehead Insurance, Inc. - Class A Common Stock | $89,101,824 | 0.87% | 1,837,151 | $22,425,566 | Up ×1 | ||
| AUR Aurora Innovation, Inc. - Class A Common Stock | $74,265,810 | 0.72% | 10,889,415 | $68,143,342 | Up ×1 | ||
| CPNG Coupang, Inc. Class A Common Stock | $67,429,037 | 0.66% | 3,881,925 | $-175,496,260 | Down ×3 | ||
| ANDG Andersen Group Inc. Class A Common Stock | $63,010,694 | 0.61% | 1,670,485 | $17,573,502 | |||
| AIT Applied Industrial Technologies, Inc. Common Stock | $54,803,971 | 0.53% | 162,070 | $-23,890,206 | Down ×1 | ||
| ENTG Entegris, Inc. - Common Stock | $52,723,981 | 0.51% | 293,139 | $-61,198,244 | Down ×1 | ||
| ROL Rollins, Inc. Common Stock | $48,655,191 | 0.47% | 1,165,673 | Up ×1 | |||
| Unknown issuer (CUSIP: 00857U206) | $47,228,010 | 0.46% | 440,642 | Up ×1 | |||
| TECH Bio-Techne Corp - Common Stock | $35,463,686 | 0.34% | 501,963 | $-197,407,762 | Down ×1 | ||
| AYI Acuity Inc. Common Stock | $25,856,202 | 0.25% | 68,646 | $-73,826,178 | Down ×3 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| FN | Bought more | +387K | +$226.2M |
| MDLN | Trimmed | -4.6M | -$219.7M |
| FERG | Bought more | +788K | +$195.9M |
| CPNG | Trimmed | -9.0M | -$175.5M |
| Q | Trimmed | -535K | +$156.6M |
| SHOP | Bought more | +1.4M | +$151.4M |
| FLS | Bought more | +2.0M | +$145.9M |
| RBC | Trimmed | -567K | -$135.3M |
| CRH | Bought more | +1.2M | +$129.8M |
| CVNA | Bought more | +5.7M | +$129.3M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| IWM | Sept. 30, 2025 | 2,596,668 | $560,334,988 | No longer tracked |
| TEAM | March 31, 2025 | 1,575,546 | $383,456,385 | -17.2% |
| ENTG | Dec. 31, 2025 | 3,765,035 | $348,115,136 | 69.3% |
| FLUT | Dec. 31, 2025 | 1,243,988 | $315,972,952 | -52.5% |
| WST | Dec. 31, 2025 | 1,172,583 | $307,603,698 | 28.7% |
| INTU | Dec. 31, 2025 | 437,256 | $298,606,495 | -45.4% |
| IWM | June 30, 2026 | 1,027,614 | $254,848,272 | No longer tracked |
| DSGX | Sept. 30, 2025 | 2,253,704 | $229,077,743 | -17.3% |
| ESAB | Dec. 31, 2025 | 1,945,854 | $217,429,726 | -30.1% |
| VEEV | March 31, 2026 | 951,896 | $212,491,744 | 43.4% |
| WIX | Dec. 31, 2025 | 1,031,844 | $183,286,450 | -25.2% |
| ODFL | March 31, 2025 | 996,514 | $175,785,070 | 22.4% |
| MOH | Sept. 30, 2025 | 535,967 | $159,664,569 | 5.1% |
| DOCS | March 31, 2025 | 2,889,675 | $154,279,748 | -55.7% |
| IDXX | June 30, 2025 | 364,757 | $153,179,702 | 4.9% |
| HUBS | Dec. 31, 2025 | 326,711 | $152,835,406 | -40.1% |
| DSGX | March 31, 2026 | 1,710,202 | $149,916,307 | 8.9% |
| YOU | June 30, 2026 | 2,971,595 | $143,854,914 | -19.9% |
| SRAD | March 31, 2026 | 5,956,331 | $141,581,988 | -20.9% |
| TWLO | March 31, 2026 | 962,089 | $136,847,539 | 75.7% |
| CPRT | March 31, 2025 | 2,143,957 | $123,041,692 | -39.8% |
| FND | Dec. 31, 2025 | 1,645,369 | $121,263,695 | -8.7% |
| FERG | June 30, 2025 | 730,754 | $117,088,713 | 10.0% |
| APP | March 31, 2026 | 163,405 | $110,105,557 | -20.5% |
| AVTR | March 31, 2025 | 4,809,948 | $101,345,604 | -12.3% |
| ONON | June 30, 2025 | 2,265,569 | $99,503,790 | -41.2% |
| BKNG | March 31, 2026 | 18,274 | $97,863,300 | 26.3% |
| WIX | June 30, 2025 | 580,808 | $94,892,411 | -50.9% |
| MASI | Dec. 31, 2025 | 620,619 | $91,572,333 | No longer tracked |
| CIGI | June 30, 2026 | 828,839 | $88,594,601 | 16.6% |
| CBZ | March 31, 2026 | 1,631,969 | $82,332,836 | 104.5% |
| TOST | March 31, 2026 | 2,299,023 | $81,638,307 | 33.6% |
| EVH | Sept. 30, 2025 | 6,423,293 | $72,326,279 | -45.9% |
| BFAM | June 30, 2025 | 568,078 | $72,168,629 | -40.5% |
| LFST | March 31, 2025 | 9,508,826 | $70,080,048 | 93.4% |
| FSV | March 31, 2026 | 436,598 | $67,904,087 | 5.0% |
| ALHC | June 30, 2025 | 3,589,745 | $66,841,052 | -6.9% |
| FIG | March 31, 2026 | 1,727,263 | $64,547,818 | 30.8% |
| MNDY | Sept. 30, 2025 | 189,684 | $59,651,824 | -53.2% |
| PCOR | June 30, 2025 | 825,120 | $54,474,422 | -8.4% |
| TTAN | June 30, 2025 | 516,403 | $49,115,089 | -10.6% |
| PTC | Sept. 30, 2025 | 278,710 | $48,032,881 | -24.3% |
| RH | Dec. 31, 2025 | 221,434 | $44,986,531 | -9.1% |
| BIRK | Dec. 31, 2025 | 886,660 | $40,121,365 | -13.3% |
| RBLX | June 30, 2026 | 646,429 | $36,562,024 | -30.4% |
| XMTR | Dec. 31, 2025 | 669,274 | $36,455,355 | 42.3% |
| ROP | Dec. 31, 2025 | 56,448 | $28,150,053 | -8.1% |
| DUOL | March 31, 2026 | 119,181 | $20,916,266 | 49.6% |
| KRMN | June 30, 2025 | 575,000 | $19,216,500 | 12.7% |
| BIRK | June 30, 2025 | 326,630 | $14,975,986 | -27.9% |
| OM | Dec. 31, 2025 | 1,023,706 | $14,454,729 | 16.9% |
| CHWY | June 30, 2025 | 351,266 | $11,419,658 | -44.9% |
| VIA | Dec. 31, 2025 | 200,000 | $9,616,000 | -8.7% |
| SG | Dec. 31, 2025 | 663,890 | $5,297,842 | -1.7% |
| ESAB | June 30, 2026 | 34,315 | $3,316,888 | -20.8% |