Durable Capital Partners LP
- SEC CIK
- 0001798849
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 44
- 較 2025 年第 1 季 −7
- 總值
- $132.1 億
- 較 2025 年第 1 季 +$20.2 億 (+18.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| RBCRBC Bearings INC | COM | 2,521,043 | $9.70 億 | 7.3% | −110,303−4.2% | 減碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 24,743,982 | $7.41 億 | 5.6% | +1,734,980+7.5% | 加碼 | 歷史 |
| FOURShift4 Payments, Inc. | CL A | 6,665,443 | $6.61 億 | 5.0% | +745,650+12.6% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 782,292 | $6.16 億 | 4.7% | +84,725+12.1% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,596,668 | $5.60 億 | 4.2% | +1,333,316+105.5% | 加碼 | – |
| APGAPi Group Corp | COM STK | 10,623,568 | $5.42 億 | 4.1% | +1,712,397+19.2% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 4,543,835 | $5.24 億 | 4.0% | +268,016+6.3% | 加碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 7,389,337 | $5.11 億 | 3.9% | +808,455+12.3% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 4,588,728 | $4.83 億 | 3.7% | +1,122,153+32.4% | 加碼 | 歷史 |
| CIGIColliers International Group Inc. | SUB VTG SHS | 3,625,501 | $4.73 億 | 3.6% | +652,744+22.0% | 加碼 | 歷史 |
| XPOXPO, Inc. | COM | 3,595,056 | $4.54 億 | 3.4% | +1,589,759+79.3% | 加碼 | 歷史 |
| TOSTToast, Inc. | Stock | 10,245,724 | $4.54 億 | 3.4% | −590,970−5.5% | 減碼 | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 1,073,356 | $4.40 億 | 3.3% | −620,927−36.6% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 147,984 | $3.87 億 | 2.9% | +90,026+155.3% | 加碼 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 1,249,899 | $3.73 億 | 2.8% | +151,414+13.8% | 加碼 | 歷史 |
| FSVFirstService Corp | COM | 1,963,565 | $3.43 億 | 2.6% | −193,148−9.0% | 減碼 | 歷史 |
| HUBSHubSpot Inc | COM | 600,539 | $3.34 億 | 2.5% | −246,924−29.1% | 減碼 | 歷史 |
| CVNACarvana Co. | CL A | 892,477 | $3.01 億 | 2.3% | −1,040,495−53.8% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 976,981 | $2.81 億 | 2.1% | +976,981 | 新進 | 歷史 |
| OPCHOption Care Health, Inc. | COM NEW | 8,237,577 | $2.68 億 | 2.0% | +4,720,988+134.2% | 加碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 11,487,843 | $2.64 億 | 2.0% | 00.0% | 不變 | 歷史 |
| DASHDoorDash, Inc. | Stock | 1,026,649 | $2.53 億 | 1.9% | 00.0% | 不變 | 歷史 |
| ENTGEntegris Inc | COM | 3,055,914 | $2.46 億 | 1.9% | +141,497+4.9% | 加碼 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 2,253,704 | $2.29 億 | 1.7% | −565,053−20.0% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 1,040,648 | $2.28 億 | 1.7% | −532,471−33.8% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 37,306 | $2.16 億 | 1.6% | −55,577−59.8% | 減碼 | 歷史 |
| WRBYWarby Parker Inc. | CL A COM | 9,597,808 | $2.10 億 | 1.6% | −614,575−6.0% | 減碼 | 歷史 |
| YOUClear Secure, Inc. | COM CL A | 7,490,351 | $2.08 億 | 1.6% | +4,531,161+153.1% | 加碼 | 歷史 |
| MASIMasimo Corp | COM | 1,163,898 | $1.96 億 | 1.5% | +38,279+3.4% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 329,709 | $1.87 億 | 1.4% | −235,090−41.6% | 減碼 | 歷史 |
| ESABESAB Corp | COM | 1,385,176 | $1.67 億 | 1.3% | +406,057+41.5% | 加碼 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 535,967 | $1.60 億 | 1.2% | −5,638−1.0% | 減碼 | 歷史 |
| RHRH | COM | 646,097 | $1.22 億 | 0.9% | +359,101+125.1% | 加碼 | 歷史 |
| VSECVse Corp | COM | 865,017 | $1.13 億 | 0.9% | 00.0% | 不變 | 歷史 |
| AURAurora Innovation, Inc. | CLASS A COM | 20,404,238 | $1.07 億 | 0.8% | +5,481,969+36.7% | 加碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,398,378 | $1.06 億 | 0.8% | +1,398,378 | 新進 | 歷史 |
| FLUTFlutter Entertainment plc | SHS | 332,481 | $9,501 萬 | 0.7% | +121,465+57.6% | 加碼 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 6,423,293 | $7,233 萬 | 0.5% | +6,423,293 | 新進 | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 680,812 | $7,183 萬 | 0.5% | +680,812 | 新進 | 歷史 |
| APPAppLovin Corp | COM CL A | 187,836 | $6,576 萬 | 0.5% | −147,722−44.0% | 減碼 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 189,684 | $5,965 萬 | 0.5% | +3,372+1.8% | 加碼 | 歷史 |
| PTCPTC Inc. | Stock | 278,710 | $4,803 萬 | 0.4% | +43,645+18.6% | 加碼 | 歷史 |
| OMOutset Medical, Inc. | COM NEW | 1,657,126 | $3,183 萬 | 0.2% | −83,090−4.8% | 減碼 | 歷史 |
| SGSweetgreen, Inc. | COM CL A | 2,137,996 | $3,181 萬 | 0.2% | −2,387,113−52.8% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（11 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| IDXXIDEXX Laboratories Inc | COM | 364,757 | $1.53 億 | 1.4% | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 730,754 | $1.17 億 | 1.0% | 歷史 |
| ONONOn Holding AG | Stock | 2,265,569 | $9,950 萬 | 0.9% | 歷史 |
| WIXWix.com Ltd. | SHS | 580,808 | $9,489 萬 | 0.8% | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 568,078 | $7,217 萬 | 0.6% | 歷史 |
| ALHCAlignment Healthcare, Inc. | COM | 3,589,745 | $6,684 萬 | 0.6% | 歷史 |
| PCORProcore Technologies, Inc. | COM | 825,120 | $5,447 萬 | 0.5% | 歷史 |
| TTANServiceTitan, Inc. | SHS CL A | 516,403 | $4,912 萬 | 0.4% | 歷史 |
| KRMNKarman Holdings Inc. | COMMON STOCK | 575,000 | $1,922 萬 | 0.2% | 歷史 |
| BIRKBirkenstock Holding plc | COM SHS | 326,630 | $1,498 萬 | 0.1% | 歷史 |
| CHWYChewy, Inc. | CL A | 351,266 | $1,142 萬 | 0.1% | 歷史 |