Durable Capital Partners as of June 30, 2026
Portfolio Holdings for Durable Capital Partners
Durable Capital Partners holds 36 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| RBC Bearings Incorporated (RBC) | 10.7 | $1.1B | 1.7M | 644.06 | |
| Doordash Cl A (DASH) | 7.5 | $767M | 4.2M | 184.53 | |
| Qnity Electronics Common Stock (Q) | 7.2 | $744M | 4.6M | 163.31 | |
| Ferguson Enterprises Common Stock New (FERG) | 6.9 | $707M | 3.0M | 237.33 | |
| MercadoLibre (MELI) | 5.1 | $524M | 309k | 1697.39 | |
| Api Group Corp Com Stk (APG) | 5.0 | $514M | 12M | 42.35 | |
| Xpo Logistics Inc equity (XPO) | 4.8 | $498M | 2.4M | 205.29 | |
| Carvana Cl A (CVNA) | 4.3 | $442M | 6.7M | 65.82 | |
| Madison Air Solutions Corp Com Shs Cl A | 3.9 | $398M | 10M | 39.00 | |
| Twilio Cl A (TWLO) | 3.7 | $381M | 1.8M | 206.33 | |
| Affirm Hldgs Com Cl A (AFRM) | 3.5 | $361M | 4.4M | 81.55 | |
| Fabrinet SHS (FN) | 3.3 | $339M | 603k | 562.08 | |
| Privia Health Group (PRVA) | 2.9 | $299M | 12M | 25.73 | |
| Ul Solutions Class A Com Shs (ULS) | 2.9 | $299M | 2.9M | 101.86 | |
| CRH Ord (CRH) | 2.8 | $285M | 2.7M | 107.00 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.6 | $267M | 2.3M | 114.18 | |
| Clean Harbors (CLH) | 2.6 | $267M | 892k | 298.75 | |
| Rocket Cos Com Cl A (RKT) | 2.5 | $260M | 17M | 15.75 | |
| VSE Corporation (VSEC) | 2.2 | $224M | 980k | 228.50 | |
| Flowserve Corporation (FLS) | 2.1 | $216M | 2.9M | 74.16 | |
| Shift4 Pmts Cl A (FOUR) | 2.1 | $215M | 4.4M | 48.64 | |
| Warby Parker Cl A Com (WRBY) | 1.9 | $194M | 6.4M | 30.34 | |
| Option Care Health Com New (OPCH) | 1.3 | $129M | 6.2M | 20.97 | |
| Medline Com Cl A (MDLN) | 1.0 | $104M | 2.6M | 39.44 | |
| Xometry Class A Com (XMTR) | 1.0 | $98M | 1.0M | 96.52 | |
| Wix SHS (WIX) | 0.9 | $93M | 2.0M | 45.37 | |
| Goosehead Ins Com Cl A (GSHD) | 0.9 | $89M | 1.8M | 48.50 | |
| Aurora Innovation Class A Com (AUR) | 0.7 | $74M | 11M | 6.82 | |
| Coupang Cl A (CPNG) | 0.7 | $67M | 3.9M | 17.37 | |
| Andersen Group Cl A (ANDG) | 0.6 | $63M | 1.7M | 37.72 | |
| Applied Industrial Technologies (AIT) | 0.5 | $55M | 162k | 338.15 | |
| Entegris (ENTG) | 0.5 | $53M | 293k | 179.86 | |
| Rollins (ROL) | 0.5 | $49M | 1.2M | 41.74 | |
| Agilon Health Com New (AGL) | 0.5 | $47M | 441k | 107.18 | |
| Bio-techne Corporation (TECH) | 0.3 | $36M | 502k | 70.65 | |
| Acuity Brands (AYI) | 0.3 | $26M | 69k | 376.66 |
