Durable Capital Partners
Latest statistics and disclosures from Durable Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RBC, DASH, MELI, CPNG, APG, and represent 34.38% of Durable Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: DASH (+$432M), MDLN (+$290M), MELI (+$267M), Q (+$229M), ULS (+$202M), DSGX (+$150M), SRAD (+$142M), TWLO (+$137M), RKT (+$125M), FERG (+$105M).
- Started 8 new stock positions in MDLN, SRAD, ANDG, Q, DSGX, IWM, TWLO, ULS.
- Reduced shares in these 10 stocks: SHOP (-$403M), , FLUT (-$316M), WST (-$308M), INTU (-$299M), FSV (-$277M), ESAB (-$217M), BKNG (-$198M), AYI (-$197M), AFRM (-$193M).
- Sold out of its positions in ENTG, ESAB, FND, HUBS, INTU, MASI, OM, RH, ROP, SG. VIA, WST, XMTR, FLUT, BIRK, WIX.
- Durable Capital Partners was a net seller of stock by $-2.2B.
- Durable Capital Partners has $11B in assets under management (AUM), dropping by -21.69%.
- Central Index Key (CIK): 0001798849
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Positions held by Durable Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Durable Capital Partners
Durable Capital Partners holds 40 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| RBC Bearings Incorporated (RBC) | 10.0 | $1.1B | -6% | 2.3M | 448.43 |
|
| Doordash Cl A (DASH) | 7.7 | $811M | +114% | 3.6M | 226.48 |
|
| MercadoLibre (MELI) | 5.9 | $620M | +75% | 308k | 2014.26 |
|
| Coupang Cl A (CPNG) | 5.5 | $577M | 25M | 23.59 |
|
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| Api Group Corp Com Stk (APG) | 5.4 | $575M | 15M | 38.26 |
|
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| Xpo Logistics Inc equity (XPO) | 5.1 | $537M | -8% | 3.9M | 135.91 |
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| Colliers Intl Group Sub Vtg Shs (CIGI) | 4.7 | $495M | -8% | 3.4M | 147.01 |
|
| Shift4 Pmts Cl A (FOUR) | 3.9 | $416M | +17% | 6.6M | 62.97 |
|
| Carvana Cl A (CVNA) | 3.7 | $390M | +3% | 925k | 422.02 |
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| Ferguson Enterprises Common Stock New (FERG) | 3.3 | $348M | +43% | 1.6M | 222.63 |
|
| Rocket Cos Com Cl A (RKT) | 3.2 | $338M | +58% | 18M | 19.36 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 3.1 | $329M | -55% | 2.0M | 160.97 |
|
| Acuity Brands (AYI) | 2.8 | $294M | -40% | 815k | 360.04 |
|
| Medline Com Cl A (MDLN) | 2.7 | $290M | NEW | 6.9M | 42.00 |
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| Privia Health Group (PRVA) | 2.7 | $287M | +3% | 12M | 23.71 |
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| Option Care Health Com New (OPCH) | 2.7 | $287M | +20% | 9.0M | 31.86 |
|
| Affirm Hldgs Com Cl A (AFRM) | 2.6 | $274M | -41% | 3.7M | 74.43 |
|
| Qnity Electronics Common Stock (Q) | 2.2 | $229M | NEW | 2.8M | 81.65 |
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| Veeva Sys Cl A Com (VEEV) | 2.0 | $213M | -24% | 952k | 223.23 |
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| Ul Solutions Class A Com Shs (ULS) | 1.9 | $202M | NEW | 2.6M | 78.86 |
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| Clean Harbors (CLH) | 1.9 | $196M | +45% | 835k | 234.48 |
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| Warby Parker Cl A Com (WRBY) | 1.5 | $159M | -16% | 7.3M | 21.79 |
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| VSE Corporation (VSEC) | 1.4 | $152M | 879k | 172.77 |
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| Descartes Sys Grp (DSGX) | 1.4 | $150M | NEW | 1.7M | 87.66 |
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| Sportradar Group Class A Ord Shs (SRAD) | 1.3 | $142M | NEW | 6.0M | 23.77 |
|
| Twilio Cl A (TWLO) | 1.3 | $137M | NEW | 962k | 142.24 |
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| Bio-techne Corporation (TECH) | 1.2 | $123M | +49% | 2.1M | 58.81 |
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| Clear Secure Com Cl A (YOU) | 1.1 | $121M | -45% | 3.5M | 35.08 |
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| Goosehead Ins Com Cl A (GSHD) | 1.1 | $115M | 1.6M | 73.65 |
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| Applovin Corp Com Cl A (APP) | 1.0 | $110M | -13% | 163k | 673.82 |
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| Booking Holdings (BKNG) | 0.9 | $98M | -66% | 18k | 5355.33 |
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| Roblox Corp Cl A (RBLX) | 0.9 | $94M | -67% | 1.2M | 81.03 |
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| Cbiz (CBZ) | 0.8 | $82M | -58% | 1.6M | 50.45 |
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| Toast Cl A (TOST) | 0.8 | $82M | -63% | 2.3M | 35.51 |
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| Firstservice Corp (FSV) | 0.6 | $68M | -80% | 437k | 155.53 |
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| Figma Class A Com Stk (FIG) | 0.6 | $65M | -67% | 1.7M | 37.37 |
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| Andersen Group Cl A (ANDG) | 0.4 | $43M | NEW | 1.7M | 25.93 |
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| Aurora Innovation Class A Com (AUR) | 0.2 | $26M | -43% | 6.8M | 3.84 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $24M | NEW | 97k | 246.16 |
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| Duolingo Cl A Com (DUOL) | 0.2 | $21M | -86% | 119k | 175.50 |
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Past Filings by Durable Capital Partners
SEC 13F filings are viewable for Durable Capital Partners going back to 2019
- Durable Capital Partners 2025 Q4 filed Feb. 17, 2026
- Durable Capital Partners 2025 Q3 filed Nov. 14, 2025
- Durable Capital Partners 2025 Q2 filed Aug. 14, 2025
- Durable Capital Partners 2025 Q1 filed May 15, 2025
- Durable Capital Partners 2024 Q4 filed Feb. 14, 2025
- Durable Capital Partners 2024 Q3 filed Nov. 14, 2024
- Durable Capital Partners 2024 Q2 filed Aug. 14, 2024
- Durable Capital Partners 2024 Q1 filed May 15, 2024
- Durable Capital Partners 2023 Q4 filed Feb. 14, 2024
- Durable Capital Partners 2023 Q3 filed Nov. 14, 2023
- Durable Capital Partners 2023 Q2 restated filed Aug. 17, 2023
- Durable Capital Partners 2023 Q2 filed Aug. 14, 2023
- Durable Capital Partners 2023 Q1 filed May 15, 2023
- Durable Capital Partners 2022 Q4 filed Feb. 14, 2023
- Durable Capital Partners 2022 Q3 filed Nov. 14, 2022
- Durable Capital Partners 2022 Q2 filed Aug. 12, 2022