Durable Capital Partners LP
13F Reported Value
ⓘ$9.7B
Holdings
37
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Durable Capital Partners LP disclosed 37 positions worth $9.7B in its Form 13F-HR for Q1 2026, led by $RBC (RBC Bearings INC) at 12.7% of the equity portfolio, followed by $DASH and $MELI. During the quarter the fund opened 8 new positions and exited 11 — including a new stake in $WIX and a full exit from $VEEV. The portfolio is most concentrated in Industrials (29.5% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 67.1#479
Quality
$1.2B2,275,636 sh - 70.6#303
Quality
$642.0M4,276,006 sh - 77.5#83
Quality
$606.6M350,845 sh - 61.3
Quality
$598.7M14,775,236 sh - —
Quality
$587.1M5,088,108 sh - 55.3
Quality
$571.2M2,935,934 sh - 58.9
Quality
$511.3M2,191,975 sh - —
Quality
$323.3M7,265,853 sh - 69.2
Quality
$313.0M995,741 sh - 56.3
Quality
$301.3M1,050,973 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 RBC Bearings INC$RBC | 67.1#479 | $1.2B | 2,275,636 |
 DoorDash, Inc.$DASH | 70.6#303 | $642.0M | 4,276,006 |
 MERCADOLIBRE INC$MELI | 77.5#83 | $606.6M | 350,845 |
 APi Group Corp$APG | 61.3 | $598.7M | 14,775,236 |
 Qnity Electronics, Inc.$Q | — | $587.1M | 5,088,108 |
 XPO, Inc.$XPO | 55.3 | $571.2M | 2,935,934 |
 Ferguson Enterprises Inc. /DE/$FERG | 58.9 | $511.3M | 2,191,975 |
 Medline Inc.$MDLN | — | $323.3M | 7,265,853 |
 CARVANA CO.$CVNA | 69.2 | $313.0M | 995,741 |
 CLEAN HARBORS INC$CLH | 56.3 | $301.3M | 1,050,973 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Durable Capital Partners LP's 37 positions.
Showing top 10 of 37 holdings.
Sector Allocation
Industrials
$2.9B
Consumer Discretionary
$2.3B
Technology
$1.8B
Healthcare
$1.2B
Financials
$600.6M
Utilities
$301.3M
Materials
$269.3M
Other
$254.8M
Full Holdings — Durable Capital Partners LP (Q1 2026)
All 37 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 | $1.2B | 12.7% | -3% | 67.1 |
| 2 | $DASH | DoorDash, Inc. | $642.0M | 6.6% | +19% | 70.6 |
| 3 | $MELI | MERCADOLIBRE INC | $606.6M | 6.2% | +14% | 77.5 |
| 4 | $APG | APi Group Corp | $598.7M | 6.2% | -2% | 61.3 |
| 5 | $Q | Qnity Electronics, Inc. | $587.1M | 6.0% | +82% | — |
| 6 | $XPO | XPO, Inc. | $571.2M | 5.9% | -26% | 55.3 |
| 7 | $FERG | Ferguson Enterprises Inc. /DE/ | $511.3M | 5.3% | +40% | 58.9 |
| 8 | $MDLN | Medline Inc. | $323.3M | 3.3% | +5% | — |
| 9 | $CVNA | CARVANA CO. | $313.0M | 3.2% | +8% | 69.2 |
| 10 | $CLH | CLEAN HARBORS INC | $301.3M | 3.1% | +26% | 56.3 |
| 11 |  $ULS | UL Solutions Inc. | $282.1M | 2.9% | +28% | 64.1 |
| 12 |  $RKT | Rocket Companies, Inc. | $275.1M | 2.8% | +11% | — |
| 13 |  $FOUR | Shift4 Payments, Inc. | $269.6M | 2.8% | -7% | 60 |
| 14 |  $VSEC | VSE CORP | $259.0M | 2.7% | +60% | 56.4 |
| 15 |  $AFRM | Affirm Holdings, Inc. | $258.9M | 2.7% | +53% | 71.7 |
| 16 | — | ISHARES TR | $254.8M | 2.6% | +962% | — |
| 17 |  $PRVA | Privia Health Group, Inc. | $248.6M | 2.6% | +0% | 49.4 |
| 18 |  $CPNG | Coupang, Inc. | $242.9M | 2.5% | -47% | 56.4 |
| 19 |  $OPCH | Option Care Health, Inc. | $242.0M | 2.5% | +0% | 57.8 |
| 20 |  $TECH | BIO-TECHNE Corp | $232.9M | 2.4% | +113% | 59.6 |
| 21 |  $WIX | Wix.com Ltd. | $183.9M | 1.9% | NEW | — |
| 22 |  $CRH | CRH PUBLIC LTD CO | $155.3M | 1.6% | NEW | — |
| 23 |  $YOU | Clear Secure, Inc. | $143.9M | 1.5% | -14% | 74 |
| 24 |  $WRBY | Warby Parker Inc. | $134.8M | 1.4% | -13% | 51.2 |
| 25 |  $SHOP | SHOPIFY INC. | $115.3M | 1.2% | -52% | — |
| 26 |  $ENTG | ENTEGRIS INC | $113.9M | 1.2% | NEW | 57.7 |
| 27 |  $FN | Fabrinet | $112.9M | 1.2% | NEW | 72.4 |
| 28 |  $AYI | ACUITY INC. (DE) | $99.7M | 1.0% | -56% | 68.9 |
| 29 |  $CIGI | Colliers International Group Inc. | $88.6M | 0.9% | -75% | — |
| 30 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $78.7M | 0.8% | NEW | 64.2 |
| 31 |  $FLS | FLOWSERVE CORP | $70.0M | 0.7% | NEW | 66.2 |
| 32 |  $GSHD | Goosehead Insurance, Inc. | $66.7M | 0.7% | +0% | 59 |
| 33 |  $ANDG | Andersen Group Inc. | $45.4M | 0.5% | +0% | — |
| 34 |  $RBLX | Roblox Corp | $36.6M | 0.4% | -44% | 53.7 |
| 35 |  $AUR | Aurora Innovation, Inc. | $6.1M | 0.1% | -78% | 9.8 |
| 36 |  $ESAB | ESAB Corp | $3.3M | 0.0% | NEW | 58.3 |
| 37 |  $XMTR | Xometry, Inc. | $2.3M | 0.0% | NEW | 41.3 |
New Positions (8)
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