Durable Capital Partners LP
13F Reported Value
ⓘ$10.3B
Holdings
36
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Durable Capital Partners LP disclosed 36 positions worth $10.3B in its Form 13F-HR for Q2 2026, led by $RBC (RBC Bearings INC) at 10.7% of the equity portfolio, followed by $DASH and $Q. During the quarter the fund opened 4 new positions and exited 5 — including a new stake in $MAIR. The portfolio is most concentrated in Industrials (33.3% of disclosed assets). All figures are sourced directly from Durable Capital Partners LP’s Form 13F-HR filing with the SEC under CIK 1798849.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 66.8#396
Quality
$1.1B1,708,921 sh - 71.0#203
Quality
$766.6M4,154,183 sh - 68.4#317
Quality
$743.6M4,553,414 sh - 52.2
Quality
$707.2M2,979,735 sh - 80.2
Quality
$523.9M308,663 sh - 65.4
Quality
$513.8M12,131,313 sh - 58.4
Quality
$497.8M2,424,919 sh - 71.6
Quality
$442.4M6,720,882 sh - —
Quality
$397.7M10,196,486 sh - 70.4
Quality
$380.9M1,846,153 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 RBC Bearings INC$RBC | 66.8#396 | $1.1B | 1,708,921 |
 DoorDash, Inc.$DASH | 71.0#203 | $766.6M | 4,154,183 |
 Qnity Electronics, Inc.$Q | 68.4#317 | $743.6M | 4,553,414 |
 Ferguson Enterprises Inc. /DE/$FERG | 52.2 | $707.2M | 2,979,735 |
 MERCADOLIBRE INC$MELI | 80.2 | $523.9M | 308,663 |
 APi Group Corp$APG | 65.4 | $513.8M | 12,131,313 |
 XPO, Inc.$XPO | 58.4 | $497.8M | 2,424,919 |
 CARVANA CO.$CVNA | 71.6 | $442.4M | 6,720,882 |
 Madison Air Solutions Corp$MAIR | — | $397.7M | 10,196,486 |
 TWILIO INC$TWLO | 70.4 | $380.9M | 1,846,153 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Durable Capital Partners LP's 36 positions.
Showing top 10 of 36 holdings.
Sector Allocation
Industrials
$3.4B
Technology
$2.4B
Consumer Discretionary
$2.3B
Healthcare
$809.0M
Financials
$709.7M
Materials
$337.9M
Utilities
$266.6M
Full Holdings — Durable Capital Partners LP (Q2 2026)
All 36 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $RBC | RBC Bearings INC | $1.1B | 10.7% | -25% | 66.8 |
| 2 | $DASH | DoorDash, Inc. | $766.6M | 7.5% | -3% | 71 |
| 3 | $Q | Qnity Electronics, Inc. | $743.6M | 7.2% | -11% | 68.4 |
| 4 | $FERG | Ferguson Enterprises Inc. /DE/ | $707.2M | 6.9% | +36% | 52.2 |
| 5 | $MELI | MERCADOLIBRE INC | $523.9M | 5.1% | -12% | 80.2 |
| 6 | $APG | APi Group Corp | $513.8M | 5.0% | -18% | 65.4 |
| 7 | $XPO | XPO, Inc. | $497.8M | 4.8% | -17% | 58.4 |
| 8 | $CVNA | CARVANA CO. | $442.4M | 4.3% | +575% | 71.6 |
| 9 | $MAIR | Madison Air Solutions Corp | $397.7M | 3.9% | NEW | — |
| 10 | $TWLO | TWILIO INC | $380.9M | 3.7% | NEW | 70.4 |
| 11 |  $AFRM | Affirm Holdings, Inc. | $360.9M | 3.5% | -22% | 81.3 |
| 12 |  $FN | Fabrinet | $339.1M | 3.3% | +179% | 62.8 |
| 13 |  $PRVA | Privia Health Group, Inc. | $299.4M | 2.9% | -4% | 60.1 |
| 14 |  $ULS | UL Solutions Inc. | $299.2M | 2.9% | -11% | 65.2 |
| 15 |  $CRH | CRH PUBLIC LTD CO | $285.2M | 2.8% | +80% | — |
| 16 |  $SHOP | SHOPIFY INC. | $266.7M | 2.6% | +140% | 64.9 |
| 17 |  $CLH | CLEAN HARBORS INC | $266.6M | 2.6% | -15% | 55.6 |
| 18 |  $RKT | Rocket Companies, Inc. | $259.7M | 2.5% | -15% | 74.2 |
| 19 |  $VSEC | VSE CORP | $224.0M | 2.2% | -30% | 56.5 |
| 20 |  $FLS | FLOWSERVE CORP | $215.9M | 2.1% | +206% | 70.7 |
| 21 |  $FOUR | Shift4 Payments, Inc. | $215.2M | 2.1% | -28% | 62.5 |
| 22 |  $WRBY | Warby Parker Inc. | $194.1M | 1.9% | +0% | 54.3 |
| 23 |  $OPCH | Option Care Health, Inc. | $129.3M | 1.3% | -31% | 56 |
| 24 |  $MDLN | Medline Inc. | $103.6M | 1.0% | -64% | 62.5 |
| 25 |  $XMTR | Xometry, Inc. | $98.0M | 0.9% | +1732% | 48.3 |
| 26 |  $WIX | Wix.com Ltd. | $92.6M | 0.9% | +0% | — |
| 27 |  $GSHD | Goosehead Insurance, Inc. | $89.1M | 0.9% | +18% | 58.4 |
| 28 |  $AUR | Aurora Innovation, Inc. | $74.3M | 0.7% | +633% | 11.8 |
| 29 |  $CPNG | Coupang, Inc. | $67.4M | 0.7% | -70% | 50.6 |
| 30 |  $ANDG | Andersen Group Inc. | $63.0M | 0.6% | +0% | 31 |
| 31 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $54.8M | 0.5% | -45% | 58.7 |
| 32 |  $ENTG | ENTEGRIS INC | $52.7M | 0.5% | -70% | 58 |
| 33 |  $ROL | ROLLINS INC | $48.7M | 0.5% | NEW | 65 |
| 34 |  $AGL | agilon health, inc. | $47.2M | 0.5% | NEW | 44.9 |
| 35 |  $TECH | BIO-TECHNE Corp | $35.5M | 0.3% | -89% | 58.9 |
| 36 |  $AYI | ACUITY INC. (DE) | $25.9M | 0.3% | -81% | 66.9 |
New Positions (4)
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