Durable Capital Partners

Latest statistics and disclosures from Durable Capital Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are RBC, CPNG, SHOP, CIGI, XPO, and represent 26.65% of Durable Capital Partners's stock portfolio.
  • Added to shares of these 10 stocks: FIG (+$279M), FERG (+$245M), FLUT (+$232M), RKT (+$213M), CBZ (+$208M), WIX (+$183M), DASH (+$175M), APG (+$147M), CLH (+$133M), BKNG (+$97M).
  • Started 10 new stock positions in CBZ, XMTR, Via Transn, FERG, BIRK, TECH, FIG, RKT, WIX, CLH.
  • Reduced shares in these 10 stocks: IWM (-$560M), INTU (-$236M), DSGX (-$229M), , RBLX (-$147M), TOST (-$142M), ROP (-$136M), HUBS (-$128M), RH (-$86M), AFRM (-$82M).
  • Sold out of its positions in DSGX, EVH, IWM, MOH, PTC, MNDY.
  • Durable Capital Partners was a net buyer of stock by $205M.
  • Durable Capital Partners has $14B in assets under management (AUM), dropping by 2.20%.
  • Central Index Key (CIK): 0001798849

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Portfolio Holdings for Durable Capital Partners

Durable Capital Partners holds 48 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
RBC Bearings Incorporated (RBC) 7.3 $984M 2.5M 390.29
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Coupang Cl A (CPNG) 5.9 $800M 25M 32.20
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Shopify Cl A Sub Vtg Shs (SHOP) 5.0 $675M 4.5M 148.61
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Colliers Intl Group Sub Vtg Shs (CIGI) 4.3 $578M +2% 3.7M 156.21
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Xpo Logistics Inc equity (XPO) 4.1 $560M +20% 4.3M 129.27
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Api Group Corp Com Stk (APG) 3.8 $512M +40% 15M 34.37
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Roblox Corp Cl A (RBLX) 3.6 $489M -23% 3.5M 138.52
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Acuity Brands (AYI) 3.5 $470M +9% 1.4M 344.39
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Affirm Hldgs Com Cl A (AFRM) 3.4 $458M -15% 6.3M 73.08
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Doordash Cl A (DASH) 3.4 $455M +62% 1.7M 271.99
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Shift4 Pmts Cl A (FOUR) 3.2 $436M -15% 5.6M 77.40
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MercadoLibre (MELI) 3.0 $410M +18% 175k 2336.94
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Veeva Sys Cl A Com (VEEV) 2.8 $375M +28% 1.3M 297.91
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Firstservice Corp (FSV) 2.7 $365M +12% 2.2M 164.74
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Entegris (ENTG) 2.6 $348M +23% 3.8M 92.46
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Carvana Cl A (CVNA) 2.5 $337M 893k 377.24
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Flutter Entmt SHS (FLUT) 2.3 $316M +274% 1.2M 254.00
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West Pharmaceutical Services (WST) 2.3 $308M +12% 1.2M 262.33
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Booking Holdings (BKNG) 2.2 $299M +48% 55k 5399.27
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Intuit (INTU) 2.2 $299M -44% 437k 682.91
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Privia Health Group (PRVA) 2.2 $291M 12M 24.90
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Duolingo Cl A Com (DUOL) 2.1 $282M -18% 875k 321.84
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Figma Class A Com Stk (FIG) 2.1 $279M NEW 5.4M 51.87
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Ferguson Enterprises Common Stock New (FERG) 1.8 $245M NEW 1.1M 224.58
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Warby Parker Cl A Com (WRBY) 1.8 $241M -8% 8.8M 27.58
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Toast Cl A (TOST) 1.7 $232M -37% 6.4M 36.51
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Esab Corporation (ESAB) 1.6 $217M +40% 1.9M 111.74
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Rocket Cos Com Cl A (RKT) 1.6 $213M NEW 11M 19.38
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Clear Secure Com Cl A (YOU) 1.6 $213M -15% 6.4M 33.38
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Cbiz (CBZ) 1.5 $208M NEW 3.9M 52.96
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Option Care Health Com New (OPCH) 1.5 $206M -9% 7.4M 27.76
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Wix SHS (WIX) 1.4 $183M NEW 1.0M 177.63
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Hubspot (HUBS) 1.1 $153M -45% 327k 467.80
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VSE Corporation (VSEC) 1.1 $144M 865k 166.24
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Applovin Corp Com Cl A (APP) 1.0 $135M 188k 718.54
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Clean Harbors (CLH) 1.0 $133M NEW 574k 232.22
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Floor & Decor Hldgs Cl A (FND) 0.9 $121M +17% 1.6M 73.70
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Goosehead Ins Com Cl A (GSHD) 0.9 $115M +126% 1.5M 74.42
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Masimo Corporation (MASI) 0.7 $92M -46% 621k 147.55
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Bio-techne Corporation (TECH) 0.6 $78M NEW 1.4M 55.63
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Aurora Innovation Class A Com (AUR) 0.5 $65M -40% 12M 5.39
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Rh (RH) 0.3 $45M -65% 221k 203.16
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Birkenstock Holding Com Shs (BIRK) 0.3 $40M NEW 887k 45.25
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Xometry Class A Com (XMTR) 0.3 $37M NEW 669k 54.47
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Roper Industries (ROP) 0.2 $28M -82% 56k 498.69
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Outset Med Com New (OM) 0.1 $15M -38% 1.0M 14.12
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Via Transn Com Cl A 0.1 $9.6M NEW 200k 48.08
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Sweetgreen Com Cl A (SG) 0.0 $5.3M -68% 664k 7.98
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Past Filings by Durable Capital Partners

SEC 13F filings are viewable for Durable Capital Partners going back to 2019

View all past filings