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Livermore
Livermore
ZHEN

Durable Capital Partners LP

SEC CIK
0001798849
Latest filing
Aug 14, 2026

The latest 13F from Durable Capital Partners LP covers Q2 2026 (filed Aug 14, 2026): 36 long positions worth $10.3B. The top 10 holdings make up 59.1% of the portfolio, and the largest is RBC Bearings INC (RBC) at 10.7%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
4
Est. +$874.5M
Added
9
Est. +$1.12B
Reduced
20
Est. −$2.14B
Sold out
5
Est. −$527.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. RBCRBC Bearings INC
    10.7%$1.10BHistory
  2. DASHDoorDash, Inc.
    7.5%$766.6MHistory
  3. QQnity Electronics, Inc.
    7.2%$743.6MHistory
  4. FERGFerguson Enterprises Inc.
    6.9%$707.2MHistory
  5. MELIMercadolibre Inc
    5.1%$523.9MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. MAIRMadison Air Solutions Corp
    +$397.7MNewHistory
  2. TWLOTwilio Inc
    +$380.9MNewHistory
  3. FNFabrinet
    +$217.5MAddedHistory
  4. FERGFerguson Enterprises Inc.
    +$187.0MAddedHistory
  5. SHOPShopify Inc.
    +$155.7MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MAIRMadison Air Solutions Corp
    +3.87 pp0.0% → 3.9%History
  2. TWLOTwilio Inc
    +3.70 pp0.0% → 3.7%History
  3. FNFabrinet
    +2.14 pp1.2% → 3.3%History
  4. FERGFerguson Enterprises Inc.
    +1.61 pp5.3% → 6.9%History
  5. SHOPShopify Inc.
    +1.41 pp1.2% → 2.6%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. RBCRBC Bearings INC
    −$365.0MReducedHistory
  2. TECHBIO-TECHNE Corp
    −$279.4MReducedHistory
  3. iShares Russell 2000 ETF464287655
    −$254.8MSold out
  4. MDLNMedline Inc.
    −$182.9MReducedHistory
  5. CPNGCoupang, Inc.
    −$156.1MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Russell 2000 ETF464287655
    −2.62 pp2.6% → 0.0%
  2. MDLNMedline Inc.
    −2.32 pp3.3% → 1.0%History
  3. TECHBIO-TECHNE Corp
    −2.05 pp2.4% → 0.3%History
  4. RBCRBC Bearings INC
    −2.02 pp12.7% → 10.7%History
  5. CPNGCoupang, Inc.
    −1.85 pp2.5% → 0.7%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$10.3B
+$568.5M (+5.9%) vs. prior quarter
Positions
36
−1 vs. prior quarter
Top 10 concentration
59.1%
Top 10 as share of value
Turnover
19.9%
Q2 2026, one quarter
Average holding period
7.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $13.7B (Q3 2024)

Q1 2021: $11.8BQ2 2021: $13.6BQ3 2021: $13.2BQ4 2021: $12.8BQ1 2022: $11.4BQ2 2022: $8.71BQ3 2022: $9.10BQ4 2022: $9.62BQ1 2023: $10.6BQ2 2023: $11.4BQ3 2023: $10.9BQ4 2023: $12.7BQ1 2024: $12.9BQ2 2024: $12.2BQ3 2024: $13.7BQ4 2024: $12.3BQ1 2025: $11.2BQ2 2025: $13.2BQ3 2025: $13.5BQ4 2025: $10.6BQ1 2026: $9.71BQ2 2026: $10.3B
Q1 2021Q2 2026
13F filings of Durable Capital Partners LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202636$10.3BRBCDASHQvs. Q1 2026SEC
Q1 2026May 15, 202637$9.71BRBCDASHMELIvs. Q4 2025SEC
Q4 2025Feb 17, 202640$10.6BRBCDASHMELIvs. Q3 2025SEC
Q3 2025Nov 14, 202548$13.5BRBCCPNGSHOPvs. Q2 2025SEC
Q2 2025Aug 14, 202544$13.2BRBCCPNGFOURvs. Q1 2025SEC
Q1 2025May 15, 202551$11.2BRBCDUOLCPNGvs. Q4 2024SEC
Q4 2024Feb 14, 202546$12.3BRBCDUOLHUBSvs. Q3 2024SEC
Q3 2024Nov 14, 202448$13.7BINTUDUOLRBCvs. Q2 2024SEC
Q2 2024Aug 14, 202449$12.2BINTUROPRBCvs. Q1 2024SEC
Q1 2024May 15, 202453$12.9BINTUDUOLHUBSvs. Q4 2023SEC
Q4 2023Feb 14, 202452$12.7BINTUDUOLRBCvs. Q3 2023SEC
Q3 2023Nov 14, 202352$10.9BROPINTUDUOLvs. Q2 2023SEC
Q2 2023Aug 17, 2023Amended50$11.4BROPINTUDUOLvs. Q1 2023SEC
Q1 2023May 15, 202349$10.6BINTUROPMSCIvs. Q4 2022SEC
Q4 2022Feb 14, 202351$9.62BROPINTUMSCIvs. Q3 2022SEC
Q3 2022Nov 14, 202252$9.10BMSCIINTUTEAMvs. Q2 2022SEC
Q2 2022Aug 12, 202253$8.71BMSCIINTUROPvs. Q1 2022SEC
Q1 2022May 13, 202259$11.4BINTUROPJBHTvs. Q4 2021SEC
Q4 2021Feb 14, 202259$12.8BINTUJBHTFSVvs. Q3 2021SEC
Q3 2021Nov 15, 202165$13.2BSHOPINTUFSVvs. Q2 2021SEC
Q2 2021Aug 13, 202157$13.6BSHOPINTUSAMvs. Q1 2021SEC
Q1 2021May 17, 202154$11.8BSAMRDFNJBHT–SEC

13D and 13G filings

Companies where Durable Capital Partners LP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

8 companies, largest stake first.

Companies where Durable Capital Partners LP owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
ANDGAndersen Group Inc.13G13.20%1.67M sharesNewDec 29, 20251 filingDec 29, 2025SEC
GSHDGoosehead Insurance, Inc.13G/A10.80%2.57M shares+5.10 ppfrom 5.70%Feb 11, 20224 filingsAug 7, 2026SEC
BSPBending Spoons S.p.A.13G7.30%23.6M sharesNewJul 9, 20261 filingJul 9, 2026SEC
WRBYWarby Parker Inc.13G/A6.90%7.31M shares−1.40 ppfrom 8.30%Oct 12, 20218 filingsFeb 17, 2026SEC
FSVFirstService Corp13G/A5.70%2.57M shares–Feb 12, 20215 filingsFeb 14, 2025SEC
FOURShift4 Payments, Inc.13G/A5.60%4.42M shares−2.00 ppfrom 7.60%Feb 12, 20219 filingsAug 14, 2026SEC
RBCRBC Bearings INC13G/A5.40%1.71M shares−1.80 ppfrom 7.20%Feb 24, 20225 filingsAug 14, 2026SEC
MAIRMadison Air Solutions Corp13G5.20%9.26M sharesNewApr 23, 20261 filingApr 23, 2026SEC

Latest filings

102 filings on file made by Durable Capital Partners LP or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Durable Capital Partners LP
CompanyFiled (ET)FormStakeChangeEvent dateFiling
VSECVse CorpAug 14, 20264:05 PM ET13G/A3.50%980.3K shares−2.00 ppfrom 5.50%Below 5%Jun 30, 2026SEC
FOURShift4 Payments, Inc.Aug 14, 20264:05 PM ET13G/A5.60%4.42M shares−2.00 ppfrom 7.60%Jun 30, 2026SEC
RBCRBC Bearings INCAug 14, 20264:04 PM ET13G/A5.40%1.71M shares−1.80 ppfrom 7.20%Jun 30, 2026SEC
OPCHOption Care Health, Inc.Aug 14, 20264:04 PM ET13G/A3.90%6.16M shares−1.10 ppfrom 5.00%Below 5%Jun 30, 2026SEC
GSHDGoosehead Insurance, Inc.Aug 7, 20264:20 PM ET13G/A10.80%2.57M shares+5.10 ppfrom 5.70%Jul 24, 2026SEC
BSPBending Spoons S.p.A.Jul 9, 20264:01 PM ET13G7.30%23.6M sharesNewJul 1, 2026SEC
FOURShift4 Payments, Inc.May 15, 20264:10 PM ET13G/A7.60%6.17M shares−2.20 ppfrom 9.80%Mar 31, 2026SEC
CIGIColliers International Group Inc.May 15, 20264:10 PM ET13G/A1.70%828.8K shares−5.70 ppfrom 7.40%Below 5%Mar 31, 2026SEC
RBCRBC Bearings INCMay 15, 20264:10 PM ET13G/A7.20%2.28M shares–Mar 31, 2026SEC
MAIRMadison Air Solutions CorpApr 23, 20264:03 PM ET13G5.20%9.26M sharesNewApr 16, 2026SEC
OMOutset Medical, Inc.Feb 17, 20264:14 PM ET13G/A0.00%0 shares−7.60 ppfrom 7.60%Below 5%Dec 31, 2025SEC
FOURShift4 Payments, Inc.Feb 17, 20264:13 PM ET13G/A9.80%6.61M shares+1.40 ppfrom 8.40%Dec 31, 2025SEC
WRBYWarby Parker Inc.Feb 17, 20264:11 PM ET13G/A6.90%7.31M shares−1.40 ppfrom 8.30%Dec 31, 2025SEC
YOUClear Secure, Inc.Feb 17, 20264:09 PM ET13G/A3.60%3.46M shares−3.10 ppfrom 6.70%Below 5%Dec 31, 2025SEC
CBZCBIZ, Inc.Feb 17, 20264:07 PM ET13G/A3.00%1.63M shares−4.30 ppfrom 7.30%Below 5%Dec 31, 2025SEC
VSECVse CorpFeb 10, 20264:04 PM ET13G5.50%1.62M sharesNewFeb 3, 2026SEC
ANDGAndersen Group Inc.Dec 29, 20254:05 PM ET13G13.20%1.67M sharesNewDec 17, 2025SEC
WRBYWarby Parker Inc.Nov 14, 20254:32 PM ET13G/A8.30%8.75M shares−1.60 ppfrom 9.90%Sep 30, 2025SEC
FOURShift4 Payments, Inc.Nov 14, 20254:30 PM ET13G/A8.40%5.63M shares−1.50 ppfrom 9.90%Sep 30, 2025SEC
OMOutset Medical, Inc.Nov 14, 20254:28 PM ET13G/A7.60%1.37M shares−2.30 ppfrom 9.90%Sep 30, 2025SEC