Durable Capital Partners LP — 13F Holdings & Portfolio
CIK 1798849 · latest 13F-HR filed 2026-05-15
Durable Capital Partners LP manages $9.71B in 13F-reported U.S. long-equity assets across 37 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are RBC (12.72%), DASH (6.61%), MELI (6.24%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 11, added to 11, and trimmed 15.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$9.71B
Long-equity book
37
Distinct positions
2026-03-31
Filed 2026-05-15
+8 / −11 / ↑11 / ↓15
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- QNITY ELECTRONICS INC$358.4M +156.7%
- ISHARES TR$231.0M +969.8%
- RBC BEARINGS INC$184.4M +17.5%
- FERGUSON ENTERPRISES INC$163.7M +47.1%
- BIO-TECHNE CORP$110.0M +89.6%
Top Trims
- COLLIERS INTL GROUP INC-$406.8M -82.1%
- COUPANG INC-$333.9M -57.9%
- SHOPIFY INC-$213.6M -65.0%
- ACUITY INC-$193.9M -66.0%
- DOORDASH INC-$168.5M -20.8%
New Positions
- WIX COM LTD$183.9M
- CRH PLC$155.3M
- ENTEGRIS INC$113.9M
- FABRINET$112.9M
- APPLIED INDL TECHNOLOGIES IN$78.7M
Exited Positions
- VEEVA SYS INC$212.5M
- DESCARTES SYS GROUP INC$149.9M
- SPORTRADAR GROUP AG$141.6M
- TWILIO INC$136.8M
- APPLOVIN CORP$110.1M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | RBC BEARINGS INC | RBC | 75524B104 | $1.24B | 12.72% | 2,275,636 | SH |
| 2 | DOORDASH INC | DASH | 25809K105 | $642.0M | 6.61% | 4,276,006 | SH |
| 3 | MERCADOLIBRE INC | MELI | 58733R102 | $606.6M | 6.24% | 350,845 | SH |
| 4 | API GROUP CORP | APG | 00187Y100 | $598.7M | 6.16% | 14,775,236 | SH |
| 5 | QNITY ELECTRONICS INC | Q | 74743L100 | $587.1M | 6.04% | 5,088,108 | SH |
| 6 | XPO INC | XPO | 983793100 | $571.2M | 5.88% | 2,935,934 | SH |
| 7 | FERGUSON ENTERPRISES INC | FERG | 31488V107 | $511.3M | 5.26% | 2,191,975 | SH |
| 8 | MEDLINE INC | MDLN | 58507V107 | $323.3M | 3.33% | 7,265,853 | SH |
| 9 | CARVANA CO | CVNA | 146869102 | $313.0M | 3.22% | 995,741 | SH |
| 10 | CLEAN HARBORS INC | CLH | 184496107 | $301.3M | 3.10% | 1,050,973 | SH |
| 11 | UL SOLUTIONS INC | ULS | 903731107 | $282.1M | 2.90% | 3,291,516 | SH |
| 12 | ROCKET COS INC | RKT | 77311W101 | $275.1M | 2.83% | 19,305,725 | SH |
| 13 | SHIFT4 PMTS INC | FOUR | 82452J109 | $269.6M | 2.78% | 6,165,793 | SH |
| 14 | VSE CORP | VSEC | 918284100 | $259.0M | 2.67% | 1,404,771 | SH |
| 15 | AFFIRM HLDGS INC | AFRM | 00827B106 | $258.9M | 2.66% | 5,649,434 | SH |
| 16 | ISHARES TR | IWM | 464287655 | $254.8M | 2.62% | 1,027,614 | SH |
| 17 | PRIVIA HEALTH GROUP INC | PRVA | 74276R102 | $248.6M | 2.56% | 12,087,843 | SH |
| 18 | COUPANG INC | CPNG | 22266T109 | $242.9M | 2.50% | 12,866,806 | SH |
| 19 | OPTION CARE HEALTH INC | OPCH | 68404L201 | $242.0M | 2.49% | 8,991,254 | SH |
| 20 | BIO-TECHNE CORP | TECH | 09073M104 | $232.9M | 2.40% | 4,456,017 | SH |
| 21 | WIX COM LTD | WIX | M98068105 | $183.9M | 1.89% | 2,041,688 | SH |
| 22 | CRH PLC | CRH | G25508105 | $155.3M | 1.60% | 1,477,777 | SH |
| 23 | CLEAR SECURE INC | YOU | 18467V109 | $143.9M | 1.48% | 2,971,595 | SH |
| 24 | WARBY PARKER INC | WRBY | 93403J106 | $134.8M | 1.39% | 6,396,513 | SH |
| 25 | SHOPIFY INC | SHOP | 82509L107 | $115.3M | 1.19% | 971,814 | SH |
| 26 | ENTEGRIS INC | ENTG | 29362U104 | $113.9M | 1.17% | 971,701 | SH |
| 27 | FABRINET | FN | G3323L100 | $112.9M | 1.16% | 216,472 | SH |
| 28 | ACUITY INC | AYI | 00508Y102 | $99.7M | 1.03% | 355,729 | SH |
| 29 | COLLIERS INTL GROUP INC | CIGI | 194693107 | $88.6M | 0.91% | 828,839 | SH |
| 30 | APPLIED INDL TECHNOLOGIES IN | AIT | 03820C105 | $78.7M | 0.81% | 296,601 | SH |
| 31 | FLOWSERVE CORP | FLS | 34354P105 | $70.0M | 0.72% | 951,798 | SH |
| 32 | GOOSEHEAD INS INC | GSHD | 38267D109 | $66.7M | 0.69% | 1,562,969 | SH |
| 33 | ANDERSEN GROUP INC | ANDG | 033853102 | $45.4M | 0.47% | 1,670,485 | SH |
| 34 | ROBLOX CORP | RBLX | 771049103 | $36.6M | 0.38% | 646,429 | SH |
| 35 | AURORA INNOVATION INC | AUR | 051774107 | $6.1M | 0.06% | 1,486,036 | SH |
| 36 | ESAB CORPORATION | ESAB | 29605J106 | $3.3M | 0.03% | 34,315 | SH |
| 37 | XOMETRY INC | XMTR | 98423F109 | $2.3M | 0.02% | 55,405 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $9.71B | 37 | 0001798849-26-000006 |
| 2025-12-31 | 2026-02-17 | $10.57B | 40 | 0001798849-26-000003 |
| 2025-09-30 | 2025-11-14 | $13.50B | 48 | 0001798849-25-000015 |