Durable Capital Partners LP
- SEC CIK
- 0001798849
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 44
- −7 vs. Q1 2025
- Portfolio value
- $13.2B
- +$2.02B (+18.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RBCRBC Bearings INC | COM | 2,521,043 | $970.1M | 7.3% | −110,303−4.2% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 24,743,982 | $741.3M | 5.6% | +1,734,980+7.5% | Added | History |
| FOURShift4 Payments, Inc. | CL A | 6,665,443 | $660.6M | 5.0% | +745,650+12.6% | Added | History |
| INTUIntuit Inc. | Stock | 782,292 | $616.2M | 4.7% | +84,725+12.1% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 2,596,668 | $560.3M | 4.2% | +1,333,316+105.5% | Added | – |
| APGAPi Group Corp | COM STK | 10,623,568 | $542.3M | 4.1% | +1,712,397+19.2% | Added | History |
| SHOPShopify Inc. | Stock | 4,543,835 | $524.1M | 4.0% | +268,016+6.3% | Added | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 7,389,337 | $510.9M | 3.9% | +808,455+12.3% | Added | History |
| RBLXRoblox Corp | Stock | 4,588,728 | $482.7M | 3.7% | +1,122,153+32.4% | Added | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 3,625,501 | $473.3M | 3.6% | +652,744+22.0% | Added | History |
| XPOXPO, Inc. | COM | 3,595,056 | $454.0M | 3.4% | +1,589,759+79.3% | Added | History |
| TOSTToast, Inc. | Stock | 10,245,724 | $453.8M | 3.4% | −590,970−5.5% | Reduced | History |
| DUOLDuolingo, Inc. | CL A COM | 1,073,356 | $440.1M | 3.3% | −620,927−36.6% | Reduced | History |
| MELIMercadolibre Inc | COM | 147,984 | $386.8M | 2.9% | +90,026+155.3% | Added | History |
| AYIAcuity Inc. (DE) | Stock | 1,249,899 | $372.9M | 2.8% | +151,414+13.8% | Added | History |
| FSVFirstService Corp | COM | 1,963,565 | $342.9M | 2.6% | −193,148−9.0% | Reduced | History |
| HUBSHubSpot Inc | COM | 600,539 | $334.3M | 2.5% | −246,924−29.1% | Reduced | History |
| CVNACarvana Co. | CL A | 892,477 | $300.7M | 2.3% | −1,040,495−53.8% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 976,981 | $281.4M | 2.1% | +976,981 | New | History |
| OPCHOption Care Health, Inc. | COM NEW | 8,237,577 | $267.6M | 2.0% | +4,720,988+134.2% | Added | History |
| PRVAPrivia Health Group, Inc. | COM | 11,487,843 | $264.2M | 2.0% | 00.0% | Unchanged | History |
| DASHDoorDash, Inc. | Stock | 1,026,649 | $253.1M | 1.9% | 00.0% | Unchanged | History |
| ENTGEntegris Inc | COM | 3,055,914 | $246.5M | 1.9% | +141,497+4.9% | Added | History |
| DSGXDescartes Systems Group Inc | COM | 2,253,704 | $229.1M | 1.7% | −565,053−20.0% | Reduced | History |
| WSTWest Pharmaceutical Services Inc | COM | 1,040,648 | $227.7M | 1.7% | −532,471−33.8% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 37,306 | $216.0M | 1.6% | −55,577−59.8% | Reduced | History |
| WRBYWarby Parker Inc. | CL A COM | 9,597,808 | $210.5M | 1.6% | −614,575−6.0% | Reduced | History |
| YOUClear Secure, Inc. | COM CL A | 7,490,351 | $207.9M | 1.6% | +4,531,161+153.1% | Added | History |
| MASIMasimo Corp | COM | 1,163,898 | $195.8M | 1.5% | +38,279+3.4% | Added | History |
| ROPRoper Technologies Inc | Stock | 329,709 | $186.9M | 1.4% | −235,090−41.6% | Reduced | History |
| ESABESAB Corp | COM | 1,385,176 | $167.0M | 1.3% | +406,057+41.5% | Added | History |
| MOHMolina Healthcare, Inc. | COM | 535,967 | $159.7M | 1.2% | −5,638−1.0% | Reduced | History |
| RHRH | COM | 646,097 | $122.1M | 0.9% | +359,101+125.1% | Added | History |
| VSECVse Corp | COM | 865,017 | $113.3M | 0.9% | 00.0% | Unchanged | History |
| AURAurora Innovation, Inc. | CLASS A COM | 20,404,238 | $106.9M | 0.8% | +5,481,969+36.7% | Added | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,398,378 | $106.2M | 0.8% | +1,398,378 | New | History |
| FLUTFlutter Entertainment plc | SHS | 332,481 | $95.0M | 0.7% | +121,465+57.6% | Added | History |
| EVHEvolent Health, Inc. | CL A | 6,423,293 | $72.3M | 0.5% | +6,423,293 | New | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 680,812 | $71.8M | 0.5% | +680,812 | New | History |
| APPAppLovin Corp | COM CL A | 187,836 | $65.8M | 0.5% | −147,722−44.0% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 189,684 | $59.7M | 0.5% | +3,372+1.8% | Added | History |
| PTCPTC Inc. | Stock | 278,710 | $48.0M | 0.4% | +43,645+18.6% | Added | History |
| OMOutset Medical, Inc. | COM NEW | 1,657,126 | $31.8M | 0.2% | −83,090−4.8% | Reduced | History |
| SGSweetgreen, Inc. | COM CL A | 2,137,996 | $31.8M | 0.2% | −2,387,113−52.8% | Reduced | History |
Sold out since Q1 2025 (11)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| IDXXIDEXX Laboratories Inc | COM | 364,757 | $153.2M | 1.4% | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 730,754 | $117.1M | 1.0% | History |
| ONONOn Holding AG | Stock | 2,265,569 | $99.5M | 0.9% | History |
| WIXWix.com Ltd. | SHS | 580,808 | $94.9M | 0.8% | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 568,078 | $72.2M | 0.6% | History |
| ALHCAlignment Healthcare, Inc. | COM | 3,589,745 | $66.8M | 0.6% | History |
| PCORProcore Technologies, Inc. | COM | 825,120 | $54.5M | 0.5% | History |
| TTANServiceTitan, Inc. | SHS CL A | 516,403 | $49.1M | 0.4% | History |
| KRMNKarman Holdings Inc. | COMMON STOCK | 575,000 | $19.2M | 0.2% | History |
| BIRKBirkenstock Holding plc | COM SHS | 326,630 | $15.0M | 0.1% | History |
| CHWYChewy, Inc. | CL A | 351,266 | $11.4M | 0.1% | History |