Durable Capital Partners LP
- SEC CIK
- 0001798849
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 48
- +4 vs. Q2 2025
- Portfolio value
- $13.5B
- +$289.9M (+2.2%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RBCRBC Bearings INC | COM | 2,521,043 | $983.9M | 7.3% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 24,833,189 | $799.6M | 5.9% | +89,207+0.4% | Added | History |
| SHOPShopify Inc. | Stock | 4,543,835 | $675.3M | 5.0% | 00.0% | Unchanged | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 3,699,124 | $577.8M | 4.3% | +73,623+2.0% | Added | History |
| XPOXPO, Inc. | COM | 4,331,280 | $559.9M | 4.1% | +736,224+20.5% | Added | History |
| APGAPi Group Corp | COM STK | 14,898,178 | $512.1M | 3.8% | +4,274,610+40.2% | Added | History |
| RBLXRoblox Corp | Stock | 3,529,982 | $489.0M | 3.6% | −1,058,746−23.1% | Reduced | History |
| AYIAcuity Inc. (DE) | Stock | 1,363,619 | $469.6M | 3.5% | +113,720+9.1% | Added | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 6,268,515 | $458.1M | 3.4% | −1,120,822−15.2% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 1,671,659 | $454.7M | 3.4% | +645,010+62.8% | Added | History |
| FOURShift4 Payments, Inc. | CL A | 5,626,484 | $435.5M | 3.2% | −1,038,959−15.6% | Reduced | History |
| MELIMercadolibre Inc | COM | 175,436 | $410.0M | 3.0% | +27,452+18.6% | Added | History |
| VEEVVeeva Systems Inc | Stock | 1,258,853 | $375.0M | 2.8% | +281,872+28.9% | Added | History |
| FSVFirstService Corp | COM | 2,216,720 | $365.2M | 2.7% | +253,155+12.9% | Added | History |
| ENTGEntegris Inc | COM | 3,765,035 | $348.1M | 2.6% | +709,121+23.2% | Added | History |
| CVNACarvana Co. | CL A | 892,477 | $336.7M | 2.5% | 00.0% | Unchanged | History |
| FLUTFlutter Entertainment plc | SHS | 1,243,988 | $316.0M | 2.3% | +911,507+274.2% | Added | History |
| WSTWest Pharmaceutical Services Inc | COM | 1,172,583 | $307.6M | 2.3% | +131,935+12.7% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 55,319 | $298.7M | 2.2% | +18,013+48.3% | Added | History |
| INTUIntuit Inc. | Stock | 437,256 | $298.6M | 2.2% | −345,036−44.1% | Reduced | History |
| PRVAPrivia Health Group, Inc. | COM | 11,691,685 | $291.1M | 2.2% | +203,842+1.8% | Added | History |
| DUOLDuolingo, Inc. | CL A COM | 874,919 | $281.6M | 2.1% | −198,437−18.5% | Reduced | History |
| FIGFigma, Inc. | Stock | 5,369,380 | $278.5M | 2.1% | +5,369,380 | New | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 1,088,970 | $244.6M | 1.8% | +1,088,970 | New | History |
| WRBYWarby Parker Inc. | CL A COM | 8,752,607 | $241.4M | 1.8% | −845,201−8.8% | Reduced | History |
| TOSTToast, Inc. | Stock | 6,360,898 | $232.2M | 1.7% | −3,884,826−37.9% | Reduced | History |
| ESABESAB Corp | COM | 1,945,854 | $217.4M | 1.6% | +560,678+40.5% | Added | History |
| RKTRocket Companies, Inc. | Stock | 10,991,236 | $213.0M | 1.6% | +10,991,236 | New | History |
| YOUClear Secure, Inc. | COM CL A | 6,366,367 | $212.5M | 1.6% | −1,123,984−15.0% | Reduced | History |
| CBZCBIZ, Inc. | COM | 3,925,067 | $207.9M | 1.5% | +3,925,067 | New | History |
| OPCHOption Care Health, Inc. | COM NEW | 7,431,769 | $206.3M | 1.5% | −805,808−9.8% | Reduced | History |
| WIXWix.com Ltd. | SHS | 1,031,844 | $183.3M | 1.4% | +1,031,844 | New | History |
| HUBSHubSpot Inc | COM | 326,711 | $152.8M | 1.1% | −273,828−45.6% | Reduced | History |
| VSECVse Corp | COM | 865,017 | $143.8M | 1.1% | 00.0% | Unchanged | History |
| APPAppLovin Corp | COM CL A | 187,836 | $135.0M | 1.0% | 00.0% | Unchanged | History |
| CLHClean Harbors Inc | COM | 573,666 | $133.2M | 1.0% | +573,666 | New | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,645,369 | $121.3M | 0.9% | +246,991+17.7% | Added | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 1,542,186 | $114.8M | 0.9% | +861,374+126.5% | Added | History |
| MASIMasimo Corp | COM | 620,619 | $91.6M | 0.7% | −543,279−46.7% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 1,395,966 | $77.7M | 0.6% | +1,395,966 | New | History |
| AURAurora Innovation, Inc. | CLASS A COM | 12,044,163 | $64.9M | 0.5% | −8,360,075−41.0% | Reduced | History |
| RHRH | COM | 221,434 | $45.0M | 0.3% | −424,663−65.7% | Reduced | History |
| BIRKBirkenstock Holding plc | COM SHS | 886,660 | $40.1M | 0.3% | +886,660 | New | History |
| XMTRXometry, Inc. | CLASS A COM | 669,274 | $36.5M | 0.3% | +669,274 | New | History |
| ROPRoper Technologies Inc | Stock | 56,448 | $28.2M | 0.2% | −273,261−82.9% | Reduced | History |
| OMOutset Medical, Inc. | COM NEW | 1,023,706 | $14.5M | 0.1% | −633,420−38.2% | Reduced | History |
| VIAVia Transportation, Inc. | COM CL A | 200,000 | $9.62M | 0.1% | +200,000 | New | History |
| SGSweetgreen, Inc. | COM CL A | 663,890 | $5.30M | <0.1% | −1,474,106−68.9% | Reduced | History |
Sold out since Q2 2025 (6)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | 2,596,668 | $560.3M | 4.2% | – |
| DSGXDescartes Systems Group Inc | COM | 2,253,704 | $229.1M | 1.7% | History |
| MOHMolina Healthcare, Inc. | COM | 535,967 | $159.7M | 1.2% | History |
| EVHEvolent Health, Inc. | CL A | 6,423,293 | $72.3M | 0.5% | History |
| MNDYmonday.com Ltd. | SHS | 189,684 | $59.7M | 0.5% | History |
| PTCPTC Inc. | Stock | 278,710 | $48.0M | 0.4% | History |