Durable Capital Partners as of Sept. 30, 2025
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 | |
| Coupang Cl A (CPNG) | 5.9 | $800M | 25M | 32.20 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 5.0 | $675M | 4.5M | 148.61 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 4.3 | $578M | 3.7M | 156.21 | |
| Xpo Logistics Inc equity (XPO) | 4.1 | $560M | 4.3M | 129.27 | |
| Api Group Corp Com Stk (APG) | 3.8 | $512M | 15M | 34.37 | |
| Roblox Corp Cl A (RBLX) | 3.6 | $489M | 3.5M | 138.52 | |
| Acuity Brands (AYI) | 3.5 | $470M | 1.4M | 344.39 | |
| Affirm Hldgs Com Cl A (AFRM) | 3.4 | $458M | 6.3M | 73.08 | |
| Doordash Cl A (DASH) | 3.4 | $455M | 1.7M | 271.99 | |
| Shift4 Pmts Cl A (FOUR) | 3.2 | $436M | 5.6M | 77.40 | |
| MercadoLibre (MELI) | 3.0 | $410M | 175k | 2336.94 | |
| Veeva Sys Cl A Com (VEEV) | 2.8 | $375M | 1.3M | 297.91 | |
| Firstservice Corp (FSV) | 2.7 | $365M | 2.2M | 164.74 | |
| Entegris (ENTG) | 2.6 | $348M | 3.8M | 92.46 | |
| Carvana Cl A (CVNA) | 2.5 | $337M | 893k | 377.24 | |
| Flutter Entmt SHS (FLUT) | 2.3 | $316M | 1.2M | 254.00 | |
| West Pharmaceutical Services (WST) | 2.3 | $308M | 1.2M | 262.33 | |
| Booking Holdings (BKNG) | 2.2 | $299M | 55k | 5399.27 | |
| Intuit (INTU) | 2.2 | $299M | 437k | 682.91 | |
| Privia Health Group (PRVA) | 2.2 | $291M | 12M | 24.90 | |
| Duolingo Cl A Com (DUOL) | 2.1 | $282M | 875k | 321.84 | |
| Figma Class A Com Stk (FIG) | 2.1 | $279M | 5.4M | 51.87 | |
| Ferguson Enterprises Common Stock New (FERG) | 1.8 | $245M | 1.1M | 224.58 | |
| Warby Parker Cl A Com (WRBY) | 1.8 | $241M | 8.8M | 27.58 | |
| Toast Cl A (TOST) | 1.7 | $232M | 6.4M | 36.51 | |
| Esab Corporation (ESAB) | 1.6 | $217M | 1.9M | 111.74 | |
| Rocket Cos Com Cl A (RKT) | 1.6 | $213M | 11M | 19.38 | |
| Clear Secure Com Cl A (YOU) | 1.6 | $213M | 6.4M | 33.38 | |
| Cbiz (CBZ) | 1.5 | $208M | 3.9M | 52.96 | |
| Option Care Health Com New (OPCH) | 1.5 | $206M | 7.4M | 27.76 | |
| Wix SHS (WIX) | 1.4 | $183M | 1.0M | 177.63 | |
| Hubspot (HUBS) | 1.1 | $153M | 327k | 467.80 | |
| VSE Corporation (VSEC) | 1.1 | $144M | 865k | 166.24 | |
| Applovin Corp Com Cl A (APP) | 1.0 | $135M | 188k | 718.54 | |
| Clean Harbors (CLH) | 1.0 | $133M | 574k | 232.22 | |
| Floor & Decor Hldgs Cl A (FND) | 0.9 | $121M | 1.6M | 73.70 | |
| Goosehead Ins Com Cl A (GSHD) | 0.9 | $115M | 1.5M | 74.42 | |
| Masimo Corporation (MASI) | 0.7 | $92M | 621k | 147.55 | |
| Bio-techne Corporation (TECH) | 0.6 | $78M | 1.4M | 55.63 | |
| Aurora Innovation Class A Com (AUR) | 0.5 | $65M | 12M | 5.39 | |
| Rh (RH) | 0.3 | $45M | 221k | 203.16 | |
| Birkenstock Holding Com Shs (BIRK) | 0.3 | $40M | 887k | 45.25 | |
| Xometry Class A Com (XMTR) | 0.3 | $37M | 669k | 54.47 | |
| Roper Industries (ROP) | 0.2 | $28M | 56k | 498.69 | |
| Outset Med Com New (OM) | 0.1 | $15M | 1.0M | 14.12 | |
| Via Transn Com Cl A | 0.1 | $9.6M | 200k | 48.08 | |
| Sweetgreen Com Cl A (SG) | 0.0 | $5.3M | 664k | 7.98 |
