Durable Capital Partners LP
- SEC CIK
- 0001798849
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 40
- −8 vs. Q3 2025
- Portfolio value
- $10.6B
- −$2.93B (−21.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RBCRBC Bearings INC | COM | 2,344,911 | $1.05B | 10.0% | −176,132−7.0% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 3,578,745 | $810.5M | 7.7% | +1,907,086+114.1% | Added | History |
| MELIMercadolibre Inc | COM | 307,932 | $620.3M | 5.9% | +132,496+75.5% | Added | History |
| CPNGCoupang, Inc. | CL A | 24,452,985 | $576.8M | 5.5% | −380,204−1.5% | Reduced | History |
| APGAPi Group Corp | COM STK | 15,017,378 | $574.6M | 5.4% | +119,200+0.8% | Added | History |
| XPOXPO, Inc. | COM | 3,949,100 | $536.7M | 5.1% | −382,180−8.8% | Reduced | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 3,369,760 | $495.4M | 4.7% | −329,364−8.9% | Reduced | History |
| FOURShift4 Payments, Inc. | CL A | 6,606,969 | $416.0M | 3.9% | +980,485+17.4% | Added | History |
| CVNACarvana Co. | CL A | 925,045 | $390.4M | 3.7% | +32,568+3.6% | Added | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 1,561,342 | $347.6M | 3.3% | +472,372+43.4% | Added | History |
| RKTRocket Companies, Inc. | Stock | 17,470,197 | $338.2M | 3.2% | +6,478,961+58.9% | Added | History |
| SHOPShopify Inc. | Stock | 2,043,219 | $328.9M | 3.1% | −2,500,616−55.0% | Reduced | History |
| AYIAcuity Inc. (DE) | Stock | 815,322 | $293.5M | 2.8% | −548,297−40.2% | Reduced | History |
| MDLNMedline Inc. | COM CL A | 6,900,000 | $289.8M | 2.7% | +6,900,000 | New | History |
| PRVAPrivia Health Group, Inc. | COM | 12,087,843 | $286.6M | 2.7% | +396,158+3.4% | Added | History |
| OPCHOption Care Health, Inc. | COM NEW | 8,991,254 | $286.5M | 2.7% | +1,559,485+21.0% | Added | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 3,681,173 | $274.0M | 2.6% | −2,587,342−41.3% | Reduced | History |
| QQnity Electronics, Inc. | COMMON STOCK | 2,800,861 | $228.7M | 2.2% | +2,800,861 | New | History |
| VEEVVeeva Systems Inc | Stock | 951,896 | $212.5M | 2.0% | −306,957−24.4% | Reduced | History |
| ULSUL Solutions Inc. | CLASS A COM SHS | 2,563,523 | $202.2M | 1.9% | +2,563,523 | New | History |
| CLHClean Harbors Inc | COM | 834,763 | $195.7M | 1.9% | +261,097+45.5% | Added | History |
| WRBYWarby Parker Inc. | CL A COM | 7,310,605 | $159.3M | 1.5% | −1,442,002−16.5% | Reduced | History |
| VSECVse Corp | COM | 879,228 | $151.9M | 1.4% | +14,211+1.6% | Added | History |
| DSGXDescartes Systems Group Inc | COM | 1,710,202 | $149.9M | 1.4% | +1,710,202 | New | History |
| SRADSportradar Group AG | CLASS A ORD SHS | 5,956,331 | $141.6M | 1.3% | +5,956,331 | New | History |
| TWLOTwilio Inc | CL A | 962,089 | $136.8M | 1.3% | +962,089 | New | History |
| TECHBIO-TECHNE Corp | COM | 2,088,891 | $122.8M | 1.2% | +692,925+49.6% | Added | History |
| YOUClear Secure, Inc. | COM CL A | 3,461,549 | $121.4M | 1.1% | −2,904,818−45.6% | Reduced | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 1,562,969 | $115.1M | 1.1% | +20,783+1.3% | Added | History |
| APPAppLovin Corp | COM CL A | 163,405 | $110.1M | 1.0% | −24,431−13.0% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 18,274 | $97.9M | 0.9% | −37,045−67.0% | Reduced | History |
| RBLXRoblox Corp | Stock | 1,162,730 | $94.2M | 0.9% | −2,367,252−67.1% | Reduced | History |
| CBZCBIZ, Inc. | COM | 1,631,969 | $82.3M | 0.8% | −2,293,098−58.4% | Reduced | History |
| TOSTToast, Inc. | Stock | 2,299,023 | $81.6M | 0.8% | −4,061,875−63.9% | Reduced | History |
| FSVFirstService Corp | COM | 436,598 | $67.9M | 0.6% | −1,780,122−80.3% | Reduced | History |
| FIGFigma, Inc. | Stock | 1,727,263 | $64.5M | 0.6% | −3,642,117−67.8% | Reduced | History |
| ANDGAndersen Group Inc. | CL A | 1,670,485 | $43.3M | 0.4% | +1,670,485 | New | History |
| AURAurora Innovation, Inc. | CLASS A COM | 6,768,585 | $26.0M | 0.2% | −5,275,578−43.8% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 96,776 | $23.8M | 0.2% | +96,776 | New | – |
| DUOLDuolingo, Inc. | CL A COM | 119,181 | $20.9M | 0.2% | −755,738−86.4% | Reduced | History |
Sold out since Q3 2025 (16)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| ENTGEntegris Inc | COM | 3,765,035 | $348.1M | 2.6% | History |
| FLUTFlutter Entertainment plc | SHS | 1,243,988 | $316.0M | 2.3% | History |
| WSTWest Pharmaceutical Services Inc | COM | 1,172,583 | $307.6M | 2.3% | History |
| INTUIntuit Inc. | Stock | 437,256 | $298.6M | 2.2% | History |
| ESABESAB Corp | COM | 1,945,854 | $217.4M | 1.6% | History |
| WIXWix.com Ltd. | SHS | 1,031,844 | $183.3M | 1.4% | History |
| HUBSHubSpot Inc | COM | 326,711 | $152.8M | 1.1% | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,645,369 | $121.3M | 0.9% | History |
| MASIMasimo Corp | COM | 620,619 | $91.6M | 0.7% | History |
| RHRH | COM | 221,434 | $45.0M | 0.3% | History |
| BIRKBirkenstock Holding plc | COM SHS | 886,660 | $40.1M | 0.3% | History |
| XMTRXometry, Inc. | CLASS A COM | 669,274 | $36.5M | 0.3% | History |
| ROPRoper Technologies Inc | Stock | 56,448 | $28.2M | 0.2% | History |
| OMOutset Medical, Inc. | COM NEW | 1,023,706 | $14.5M | 0.1% | History |
| VIAVia Transportation, Inc. | COM CL A | 200,000 | $9.62M | 0.1% | History |
| SGSweetgreen, Inc. | COM CL A | 663,890 | $5.30M | <0.1% | History |