Durable Capital Partners as of June 30, 2025
Portfolio Holdings for Durable Capital Partners
Durable Capital Partners holds 44 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| RBC Bearings Incorporated (RBC) | 7.3 | $970M | 2.5M | 384.80 | |
| Coupang Cl A (CPNG) | 5.6 | $741M | 25M | 29.96 | |
| Shift4 Pmts Cl A (FOUR) | 5.0 | $661M | 6.7M | 99.11 | |
| Intuit (INTU) | 4.7 | $616M | 782k | 787.63 | |
| Ishares Tr Russell 2000 Etf (IWM) | 4.2 | $560M | 2.6M | 215.79 | |
| Api Group Corp Com Stk (APG) | 4.1 | $542M | 11M | 51.05 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 4.0 | $524M | 4.5M | 115.35 | |
| Affirm Hldgs Com Cl A (AFRM) | 3.9 | $511M | 7.4M | 69.14 | |
| Roblox Corp Cl A (RBLX) | 3.7 | $483M | 4.6M | 105.20 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 3.6 | $473M | 3.6M | 130.54 | |
| Xpo Logistics Inc equity (XPO) | 3.4 | $454M | 3.6M | 126.29 | |
| Toast Cl A (TOST) | 3.4 | $454M | 10M | 44.29 | |
| Duolingo Cl A Com (DUOL) | 3.3 | $440M | 1.1M | 410.02 | |
| MercadoLibre (MELI) | 2.9 | $387M | 148k | 2613.63 | |
| Acuity Brands (AYI) | 2.8 | $373M | 1.2M | 298.34 | |
| Firstservice Corp (FSV) | 2.6 | $343M | 2.0M | 174.62 | |
| Hubspot (HUBS) | 2.5 | $334M | 601k | 556.63 | |
| Carvana Cl A (CVNA) | 2.3 | $301M | 893k | 336.96 | |
| Veeva Sys Cl A Com (VEEV) | 2.1 | $281M | 977k | 287.98 | |
| Option Care Health Com New (OPCH) | 2.0 | $268M | 8.2M | 32.48 | |
| Privia Health Group (PRVA) | 2.0 | $264M | 12M | 23.00 | |
| Doordash Cl A (DASH) | 1.9 | $253M | 1.0M | 246.51 | |
| Entegris (ENTG) | 1.9 | $247M | 3.1M | 80.65 | |
| Descartes Sys Grp (DSGX) | 1.7 | $229M | 2.3M | 101.64 | |
| West Pharmaceutical Services (WST) | 1.7 | $228M | 1.0M | 218.80 | |
| Booking Holdings (BKNG) | 1.6 | $216M | 37k | 5789.24 | |
| Warby Parker Cl A Com (WRBY) | 1.6 | $211M | 9.6M | 21.93 | |
| Clear Secure Com Cl A (YOU) | 1.6 | $208M | 7.5M | 27.76 | |
| Masimo Corporation (MASI) | 1.5 | $196M | 1.2M | 168.22 | |
| Roper Industries (ROP) | 1.4 | $187M | 330k | 566.84 | |
| Esab Corporation (ESAB) | 1.3 | $167M | 1.4M | 120.55 | |
| Molina Healthcare (MOH) | 1.2 | $160M | 536k | 297.90 | |
| Rh (RH) | 0.9 | $122M | 646k | 189.01 | |
| VSE Corporation (VSEC) | 0.9 | $113M | 865k | 130.98 | |
| Aurora Innovation Class A Com (AUR) | 0.8 | $107M | 20M | 5.24 | |
| Floor & Decor Hldgs Cl A (FND) | 0.8 | $106M | 1.4M | 75.96 | |
| Flutter Entmt SHS (FLUT) | 0.7 | $95M | 333k | 285.76 | |
| Evolent Health Cl A (EVH) | 0.5 | $72M | 6.4M | 11.26 | |
| Goosehead Ins Com Cl A (GSHD) | 0.5 | $72M | 681k | 105.51 | |
| Applovin Corp Com Cl A (APP) | 0.5 | $66M | 188k | 350.08 | |
| Monday SHS (MNDY) | 0.5 | $60M | 190k | 314.48 | |
| Ptc (PTC) | 0.4 | $48M | 279k | 172.34 | |
| Outset Med Com New (OM) | 0.2 | $32M | 1.7M | 19.21 | |
| Sweetgreen Com Cl A (SG) | 0.2 | $32M | 2.1M | 14.88 |
