Durable Capital Partners as of Dec. 31, 2025
Portfolio 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 | 2.3M | 448.43 | |
| Doordash Cl A (DASH) | 7.7 | $811M | 3.6M | 226.48 | |
| MercadoLibre (MELI) | 5.9 | $620M | 308k | 2014.26 | |
| Coupang Cl A (CPNG) | 5.5 | $577M | 25M | 23.59 | |
| Api Group Corp Com Stk (APG) | 5.4 | $575M | 15M | 38.26 | |
| Xpo Logistics Inc equity (XPO) | 5.1 | $537M | 3.9M | 135.91 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 4.7 | $495M | 3.4M | 147.01 | |
| Shift4 Pmts Cl A (FOUR) | 3.9 | $416M | 6.6M | 62.97 | |
| Carvana Cl A (CVNA) | 3.7 | $390M | 925k | 422.02 | |
| Ferguson Enterprises Common Stock New (FERG) | 3.3 | $348M | 1.6M | 222.63 | |
| Rocket Cos Com Cl A (RKT) | 3.2 | $338M | 18M | 19.36 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 3.1 | $329M | 2.0M | 160.97 | |
| Acuity Brands (AYI) | 2.8 | $294M | 815k | 360.04 | |
| Medline Com Cl A (MDLN) | 2.7 | $290M | 6.9M | 42.00 | |
| Privia Health Group (PRVA) | 2.7 | $287M | 12M | 23.71 | |
| Option Care Health Com New (OPCH) | 2.7 | $287M | 9.0M | 31.86 | |
| Affirm Hldgs Com Cl A (AFRM) | 2.6 | $274M | 3.7M | 74.43 | |
| Qnity Electronics Common Stock (Q) | 2.2 | $229M | 2.8M | 81.65 | |
| Veeva Sys Cl A Com (VEEV) | 2.0 | $213M | 952k | 223.23 | |
| Ul Solutions Class A Com Shs (ULS) | 1.9 | $202M | 2.6M | 78.86 | |
| Clean Harbors (CLH) | 1.9 | $196M | 835k | 234.48 | |
| Warby Parker Cl A Com (WRBY) | 1.5 | $159M | 7.3M | 21.79 | |
| VSE Corporation (VSEC) | 1.4 | $152M | 879k | 172.77 | |
| Descartes Sys Grp (DSGX) | 1.4 | $150M | 1.7M | 87.66 | |
| Sportradar Group Class A Ord Shs (SRAD) | 1.3 | $142M | 6.0M | 23.77 | |
| Twilio Cl A (TWLO) | 1.3 | $137M | 962k | 142.24 | |
| Bio-techne Corporation (TECH) | 1.2 | $123M | 2.1M | 58.81 | |
| Clear Secure Com Cl A (YOU) | 1.1 | $121M | 3.5M | 35.08 | |
| Goosehead Ins Com Cl A (GSHD) | 1.1 | $115M | 1.6M | 73.65 | |
| Applovin Corp Com Cl A (APP) | 1.0 | $110M | 163k | 673.82 | |
| Booking Holdings (BKNG) | 0.9 | $98M | 18k | 5355.33 | |
| Roblox Corp Cl A (RBLX) | 0.9 | $94M | 1.2M | 81.03 | |
| Cbiz (CBZ) | 0.8 | $82M | 1.6M | 50.45 | |
| Toast Cl A (TOST) | 0.8 | $82M | 2.3M | 35.51 | |
| Firstservice Corp (FSV) | 0.6 | $68M | 437k | 155.53 | |
| Figma Class A Com Stk (FIG) | 0.6 | $65M | 1.7M | 37.37 | |
| Andersen Group Cl A (ANDG) | 0.4 | $43M | 1.7M | 25.93 | |
| Aurora Innovation Class A Com (AUR) | 0.2 | $26M | 6.8M | 3.84 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $24M | 97k | 246.16 | |
| Duolingo Cl A Com (DUOL) | 0.2 | $21M | 119k | 175.50 |
