Durable Capital Partners LP
Sector Allocation
- Industrials30.6%$3.2B
- Consumer Discretionary24.9%$2.6B
- Technology23.8%$2.4B
- Healthcare7.9%$809.0M
- Financials6.9%$709.7M
- Materials3.3%$337.9M
- Utilities2.6%$266.6M
AUM History
13fpro.ai/research/fund/durable-capital-partners-lp-1798849
Conviction and streaks
Stable · top 10 = 59.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
RBC
$1.1BDASH
$766.6MQ
$743.6MFERG
$707.2MMELI
$523.9MAPG
$513.8MXPO
$497.8MCVNA
$442.4MMAIR
$397.7MTWLO
$380.9MAFRM
$360.9MFN
$339.1MPRVA
$299.4MULS
$299.2MCRH
$285.2MSHOP
$266.7MCLH
$266.6MRKT
$259.7MVSEC
$224.0MFLS
$215.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/durable-capital-partners-lp-1798849
Durable Capital Partners LP 13F holdings — Q2 2026
$10.3B portfolio (+5.8% QoQ) · 36 holdings · Q2 2026 13F · top 10 are 59% of the stock portfolio
$1.1B
10.7% of stocks
-25%This quarter-13.7%Since filed10+ qtrsHeldAIQuality66.0#438Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$766.6M
7.5% of stocks
-3%This quarter-21.4%Since filed7 qtrsHeld$743.6M
7.2% of stocks
-11%This quarter-16.6%Since filed3 qtrsHeld$707.2M
6.9% of stocks
+36%This quarter-6.3%Since filed4 qtrsHeldAIQuality53.6#1,385Est. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row$523.9M
5.1% of stocks
-12%This quarter-8.9%Since filed6 qtrsHeld$513.8M
5.0% of stocks
-18%This quarter-7.1%Since filed8 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$497.8M
4.8% of stocks
-17%This quarter-11.0%Since filed7 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$442.4M
4.3% of stocks
+575%This quarter-21.6%Since filed9 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$397.7M
3.9% of stocks
NewThis quarter-24.1%Since filedNew this quarterHeld$380.9M
3.7% of stocks
NewThis quarter+6.9%Since filedNew this quarterHeld
All holdings — Durable Capital Partners LP (Q2 2026)
36 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Affirm Holdings, Inc. | Financials | $360.9M | 3.5% | 4.43M | -22% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Fabrinet | Technology | $339.1M | 3.3% | 603K | +179% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Privia Health Group, Inc. | Healthcare | $299.4M | 2.9% | 11.64M | -4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | UL Solutions Inc. | Technology | $299.2M | 2.9% | 2.94M | -11% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CRH PUBLIC LTD CO | Materials | $285.2M | 2.8% | 2.67M | +80% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | SHOPIFY INC. | Technology | $266.7M | 2.6% | 2.34M | +140% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CLEAN HARBORS INC | Utilities | $266.6M | 2.6% | 892K | -15% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Rocket Companies, Inc. | Financials | $259.7M | 2.5% | 16.49M | -15% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | VSE CORP | Technology | $224.0M | 2.2% | 980K | -30% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | FLOWSERVE CORP | Industrials | $215.9M | 2.1% | 2.91M | +206% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Shift4 Payments, Inc. | Industrials | $215.2M | 2.1% | 4.42M | -28% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Warby Parker Inc. | Healthcare | $194.1M | 1.9% | 6.40M | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Option Care Health, Inc. | Healthcare | $129.3M | 1.3% | 6.16M | -31% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Medline Inc. | Healthcare | $103.6M | 1.0% | 2.63M | -64% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Xometry, Inc. | Industrials | $98.0M | 0.9% | 1.01M | +1732% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $WIX | Wix.com Ltd. | Technology | $92.6M | 0.9% | 2.04M | — | |||
| 27 | $GSHD | Goosehead Insurance, Inc. | Financials | $89.1M | 0.9% | 1.84M | +18% | |||
| 28 | $AUR | Aurora Innovation, Inc. | Technology | $74.3M | 0.7% | 10.89M | +633% | |||
| 29 | $CPNG | Coupang, Inc. | Consumer Discretionary | $67.4M | 0.7% | 3.88M | -70% | |||
| 30 | $ANDG | Andersen Group Inc. | Industrials | $63.0M | 0.6% | 1.67M | — | |||
| 31 | $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | Consumer Discretionary | $54.8M | 0.5% | 162K | -45% | |||
| 32 | $ENTG | ENTEGRIS INC | Materials | $52.7M | 0.5% | 293K | -70% | |||
| 33 | $ROL | ROLLINS INC | Industrials | $48.7M | 0.5% | 1.17M | New | |||
| 34 | $AGL | agilon health, inc. | Healthcare | $47.2M | 0.5% | 441K | New | |||
| 35 | $TECH | BIO-TECHNE Corp | Healthcare | $35.5M | 0.3% | 502K | -89% | |||
| 36 | $AYI | ACUITY INC. (DE) | Technology | $25.9M | 0.3% | 69K | -81% |
What changed in Q2 2026
Against the previous quarter's 13F: 4 new, 9 added to, 20 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (9)
now $442.4M · held 9 qtrs, 3 adds in a row
now $339.1M · held 2 qtrs, 2 adds in a row
now $707.2M · held 4 qtrs, 4 adds in a row
now $266.7M · held 10+ qtrs
now $215.9M · held 2 qtrs, 2 adds in a row
now $285.2M · held 2 qtrs, 2 adds in a row
+3 more in the Excel export
Trimmed (20)
now $1.1B · held 10+ qtrs, 3 trims in a row
$TECHBIO-TECHNE Corp-89%
now $35.5M · held 4 qtrs
$MDLNMedline Inc.-64%
now $103.6M · held 3 qtrs
$CPNGCoupang, Inc.-70%
now $67.4M · held 10+ qtrs, 3 trims in a row
$ENTGENTEGRIS INC-70%
now $52.7M · held 2 qtrs
now $513.8M · held 8 qtrs, 2 trims in a row
+14 more in the Excel export
Holdings by quarter
Every 13F Durable Capital Partners LP has filed, 26 earlier quarters. Pick one to see what it held then.
Is it too late to follow Durable Capital Partners?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Durable Capital Partners's top 20 holdings: 66/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-12.9%
Value-weighted move of the 10 largest stock positions
Turnover
20%
Last quarter; 78% over the last 4
Top 10 weight
59%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
69%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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 (30.6% of disclosed assets). All figures are sourced directly from Durable Capital Partners LP’s Form 13F-HR filing with the SEC under CIK 1798849.
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AI-Powered Hedge Fund Analysis: Durable Capital Partners LP
13F Pro is an AI hedge fund tracker and stock research platform. For Durable Capital Partners LP (SEC CIK: 1798849), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Durable Capital Partners LP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.