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Durable Capital Partners LP

CIK 1798849 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Durable Capital Partners LP reported 36 US-listed holdings worth $10.28 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: RBC Bearings Inc. (10.7%), DoorDash, Inc. (7.5%) and Qnity Electronics, Inc. (7.2%). Against the quarter before, it opened 4 positions, added to 9, trimmed 20 and sold out of 5.

Reported holdings$10.28B+5.9% on Q1 2026
Positions36-1 on Q1 2026
The largest ten59.1%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toTrimmed
RBC10.7%DASH7.5%Q7.2%FERG6.9%MELI5.1%APG5.0%XPO4.8%CVNA4.3%MAIR3.9%TWLO3.7%AFRM3.5%FN3.3%PRVA2.9%22 more28.3%

The 14 largest of its 36 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $13.67 billion in 48 positions$13.7BQ3 24Q4 2024: $12.26 billion in 46 positions$12.3BQ4 24Q1 2025: $11.19 billion in 51 positions$11.2BQ1 25Q2 2025: $13.21 billion in 44 positions$13.2BQ2 25Q3 2025: $13.50 billion in 48 positions$13.5BQ3 25Q4 2025: $10.57 billion in 40 positions$10.6BQ4 25Q1 2026: $9.71 billion in 37 positions$9.71BQ1 26Q2 2026: $10.28 billion in 36 positions$10.3BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 4Added 9Held 3Trimmed 20Sold out 5
Opened: 4Added: 9Held: 3Trimmed: 20Sold out: 5

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 4

  1. Madison Air Solutions Coclass A MAIR$397.7 million
  2. Twilio Inc. TWLO$380.9 million
  3. Rollins Inc. ROL$48.7 million
  4. Agilon Health Inc. Com New AGL$47.2 million

Added to 9

  1. Carvana Co. CVNA+5.7 million shares · +575%
  2. Fabrinet FN+386,868 shares · +179%
  3. Ferguson Enterprises Inc. FERG+787,760 shares · +36%
  4. Shopify Inc. SHOP+1.4 million shares · +140%
  5. Flowserve Corp. FLS+2.0 million shares · +206%
  6. CRH Public Ltd. Co. CRH+1.2 million shares · +80%
  7. Xometry Inc. XMTR+959,571 shares · +1732%
  8. Aurora Innovation Inc. AUR+9.4 million shares · +633%

and 1 more in the table below

Trimmed 20

  1. RBC Bearings Inc. RBC-566,715 shares · -25%
  2. Bio-Techne Corp. TECH-4.0 million shares · -89%
  3. Medline Inc. MDLN-4.6 million shares · -64%
  4. Coupang Inc. Class A CPNG-9.0 million shares · -70%
  5. Entegris Inc. ENTG-678,562 shares · -70%
  6. APi Group Corp. APG-2.6 million shares · -18%
  7. Acuity Inc. (De) AYI-287,083 shares · -81%
  8. Xpo, Inc. XPO-511,015 shares · -17%

and 12 more in the table below

Sold out of 5

  1. iShares Russell 2000 ETF IWM$254.8 million last quarter
  2. Clear Secure, Inc. YOU$143.9 million last quarter
  3. Colliers Intl Group Inc. CIGI$88.6 million last quarter
  4. Roblox Corp. RBLX$36.6 million last quarter
  5. Esab Corp. ESAB$3.3 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
RBC Bearings Inc. RBC1,708,921$1.10 billion10.70%-566,715
DoorDash, Inc. DASH4,154,183$766.6 million7.46%-121,823
Qnity Electronics, Inc. Q4,553,414$743.6 million7.23%-534,694
Ferguson Enterprises Inc. FERG2,979,735$707.2 million6.88%+787,760
MercadoLibre, Inc. MELI308,663$523.9 million5.10%-42,182
APi Group Corp. APG12,131,313$513.8 million5.00%-2,643,923
Xpo, Inc. XPO2,424,919$497.8 million4.84%-511,015
Carvana Co. CVNA6,720,882$442.4 million4.30%+5,725,141
Madison Air Solutions Coclass A MAIR10,196,486$397.7 million3.87%new
Twilio Inc. TWLO1,846,153$380.9 million3.70%new
Affirm Hldgs Inc. AFRM4,425,406$360.9 million3.51%-1,224,028
Fabrinet FN603,340$339.1 million3.30%+386,868
Privia Health Group, Inc. PRVA11,635,948$299.4 million2.91%-451,895
UL Solutions Inc. ULS2,937,488$299.2 million2.91%-354,028
CRH Public Ltd. Co. CRH2,665,296$285.2 million2.77%+1,187,519
Shopify Inc. SHOP2,335,694$266.7 million2.59%+1,363,880
Clean Harbors Inc. CLH892,405$266.6 million2.59%-158,568
Rocket Cos Inc. RKT16,488,238$259.7 million2.53%-2,817,487
VSE Corp. VSEC980,310$224.0 million2.18%-424,461
Flowserve Corp. FLS2,911,004$215.9 million2.10%+1,959,206
SHIFT4 Pmts Inc. FOUR4,423,633$215.2 million2.09%-1,742,160
Warby Parker Inc. WRBY6,396,513$194.1 million1.89%no change
Option Care Health, Inc. OPCH6,163,722$129.3 million1.26%-2,827,532
Medline Inc. MDLN2,627,321$103.6 million1.01%-4,638,532
Xometry Inc. XMTR1,014,976$98.0 million0.95%+959,571
Wix.com Ltd. WIX2,041,688$92.6 million0.90%no change
Goosehead Insurance Inc GSHD1,837,151$89.1 million0.87%+274,182
Aurora Innovation Inc. AUR10,889,415$74.3 million0.72%+9,403,379
Coupang Inc. Class A CPNG3,881,925$67.4 million0.66%-8,984,881
Andersen Group Inc. ANDG1,670,485$63.0 million0.61%no change
Applied Industrial Technologies Inc. AIT162,070$54.8 million0.53%-134,531
Entegris Inc. ENTG293,139$52.7 million0.51%-678,562
Rollins Inc. ROL1,165,673$48.7 million0.47%new
Agilon Health Inc. Com New AGL440,642$47.2 million0.46%new
Bio-Techne Corp. TECH501,963$35.5 million0.34%-3,954,054
Acuity Inc. (De) AYI68,646$25.9 million0.25%-287,083
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 5 it sold out of are in the box above.