Durable Capital Partners LP
- SEC CIK
- 0001798849
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 36
- −1 vs. Q1 2026
- Portfolio value
- $10.3B
- +$568.5M (+5.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RBCRBC Bearings INC | COM | 1,708,921 | $1.10B | 10.7% | −566,715−24.9% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 4,154,183 | $766.6M | 7.5% | −121,823−2.8% | Reduced | History |
| QQnity Electronics, Inc. | COMMON STOCK | 4,553,414 | $743.6M | 7.2% | −534,694−10.5% | Reduced | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 2,979,735 | $707.2M | 6.9% | +787,760+35.9% | Added | History |
| MELIMercadolibre Inc | COM | 308,663 | $523.9M | 5.1% | −42,182−12.0% | Reduced | History |
| APGAPi Group Corp | COM STK | 12,131,313 | $513.8M | 5.0% | −2,643,923−17.9% | Reduced | History |
| XPOXPO, Inc. | COM | 2,424,919 | $497.8M | 4.8% | −511,015−17.4% | Reduced | History |
| CVNACarvana Co. | CL A | 6,720,882 | $442.4M | 4.3% | +1,742,177+35.0% | AddedConverted for a 5-for-1 split | History |
| MAIRMadison Air Solutions Corp | COM SHS CL A | 10,196,486 | $397.7M | 3.9% | +10,196,486 | New | History |
| TWLOTwilio Inc | CL A | 1,846,153 | $380.9M | 3.7% | +1,846,153 | New | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 4,425,406 | $360.9M | 3.5% | −1,224,028−21.7% | Reduced | History |
| FNFabrinet | SHS | 603,340 | $339.1M | 3.3% | +386,868+178.7% | Added | History |
| PRVAPrivia Health Group, Inc. | COM | 11,635,948 | $299.4M | 2.9% | −451,895−3.7% | Reduced | History |
| ULSUL Solutions Inc. | CLASS A COM SHS | 2,937,488 | $299.2M | 2.9% | −354,028−10.8% | Reduced | History |
| CRHCRH Public Ltd Co | ORD | 2,665,296 | $285.2M | 2.8% | +1,187,519+80.4% | Added | History |
| SHOPShopify Inc. | Stock | 2,335,694 | $266.7M | 2.6% | +1,363,880+140.3% | Added | History |
| CLHClean Harbors Inc | COM | 892,405 | $266.6M | 2.6% | −158,568−15.1% | Reduced | History |
| RKTRocket Companies, Inc. | Stock | 16,488,238 | $259.7M | 2.5% | −2,817,487−14.6% | Reduced | History |
| VSECVse Corp | COM | 980,310 | $224.0M | 2.2% | −424,461−30.2% | Reduced | History |
| FLSFlowserve Corp | COM | 2,911,004 | $215.9M | 2.1% | +1,959,206+205.8% | Added | History |
| FOURShift4 Payments, Inc. | CL A | 4,423,633 | $215.2M | 2.1% | −1,742,160−28.3% | Reduced | History |
| WRBYWarby Parker Inc. | CL A COM | 6,396,513 | $194.1M | 1.9% | 00.0% | Unchanged | History |
| OPCHOption Care Health, Inc. | COM NEW | 6,163,722 | $129.3M | 1.3% | −2,827,532−31.4% | Reduced | History |
| MDLNMedline Inc. | COM CL A | 2,627,321 | $103.6M | 1.0% | −4,638,532−63.8% | Reduced | History |
| XMTRXometry, Inc. | CLASS A COM | 1,014,976 | $98.0M | 1.0% | +959,571+1,731.9% | Added | History |
| WIXWix.com Ltd. | SHS | 2,041,688 | $92.6M | 0.9% | 00.0% | Unchanged | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 1,837,151 | $89.1M | 0.9% | +274,182+17.5% | Added | History |
| AURAurora Innovation, Inc. | CLASS A COM | 10,889,415 | $74.3M | 0.7% | +9,403,379+632.8% | Added | History |
| CPNGCoupang, Inc. | CL A | 3,881,925 | $67.4M | 0.7% | −8,984,881−69.8% | Reduced | History |
| ANDGAndersen Group Inc. | CL A | 1,670,485 | $63.0M | 0.6% | 00.0% | Unchanged | History |
| AITApplied Industrial Technologies Inc | COM | 162,070 | $54.8M | 0.5% | −134,531−45.4% | Reduced | History |
| ENTGEntegris Inc | COM | 293,139 | $52.7M | 0.5% | −678,562−69.8% | Reduced | History |
| ROLRollins Inc | COM | 1,165,673 | $48.7M | 0.5% | +1,165,673 | New | History |
| AGLagilon health, inc. | COM NEW | 440,642 | $47.2M | 0.5% | +440,642 | New | History |
| TECHBIO-TECHNE Corp | COM | 501,963 | $35.5M | 0.3% | −3,954,054−88.7% | Reduced | History |
| AYIAcuity Inc. (DE) | Stock | 68,646 | $25.9M | 0.3% | −287,083−80.7% | Reduced | History |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | 1,027,614 | $254.8M | 2.6% | – |
| YOUClear Secure, Inc. | COM CL A | 2,971,595 | $143.9M | 1.5% | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 828,839 | $88.6M | 0.9% | History |
| RBLXRoblox Corp | Stock | 646,429 | $36.6M | 0.4% | History |
| ESABESAB Corp | COM | 34,315 | $3.32M | <0.1% | History |