Durable Capital Partners LP
- Period:
- Q1 2026
- Portfolio date:
- Mar 31, 2026
- No. of stocks:
- 37
- Portfolio value:
- $9,713,927,000
- Filed:
- May 15, 2026
- CIK:
- 1798849
| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| RBChist | RBC BEARINGS INC | 12.72 | Reduce 3.00% | 2,275,636 | $543.12 | $1.24B |
| DASHhist | DOORDASH INC | 6.61 | Add 19.00% | 4,276,006 | $150.15 | $642.04M |
| MELIhist | MERCADOLIBRE INC | 6.24 | Add 14.00% | 350,845 | $1729.02 | $606.62M |
| APGhist | API GROUP CORP | 6.16 | Reduce 2.00% | 14,775,236 | $40.52 | $598.69M |
| Qhist | QNITY ELECTRONICS INC | 6.04 | Add 82.00% | 5,088,108 | $115.38 | $587.07M |
| XPOhist | XPO INC | 5.88 | Reduce 26.00% | 2,935,934 | $194.55 | $571.19M |
| FERGhist | FERGUSON ENTERPRISES INC | 5.26 | Add 40.00% | 2,191,975 | $233.26 | $511.30M |
| MDLNhist | MEDLINE INC | 3.33 | Add 5.00% | 7,265,853 | $44.50 | $323.33M |
| CVNAhist | CARVANA CO | 3.22 | Add 8.00% | 995,741 | $314.38 | $313.04M |
| CLHhist | CLEAN HARBORS INC | 3.10 | Add 26.00% | 1,050,973 | $286.73 | $301.35M |
| ULShist | UL SOLUTIONS INC | 2.90 | Add 28.00% | 3,291,516 | $85.71 | $282.12M |
| RKThist | ROCKET COS INC | 2.83 | Add 11.00% | 19,305,725 | $14.25 | $275.11M |
| FOURhist | SHIFT4 PMTS INC | 2.78 | Reduce 7.00% | 6,165,793 | $43.73 | $269.63M |
| VSEChist | VSE CORP | 2.67 | Add 60.00% | 1,404,771 | $184.40 | $259.04M |
| AFRMhist | AFFIRM HLDGS INC | 2.66 | Add 53.00% | 5,649,434 | $45.82 | $258.86M |
| ETHBhist | ISHARES TR | 2.62 | Add 962.00% | 1,027,614 | $248.00 | $254.85M |
| PRVAhist | PRIVIA HEALTH GROUP INC | 2.56 | — | 12,087,843 | $20.57 | $248.65M |
| CPNGhist | COUPANG INC | 2.50 | Reduce 47.00% | 12,866,806 | $18.88 | $242.93M |
| OPCHhist | OPTION CARE HEALTH INC | 2.49 | — | 8,991,254 | $26.92 | $242.04M |
| TECHhist | BIO-TECHNE CORP | 2.40 | Add 113.00% | 4,456,017 | $52.26 | $232.87M |
| WIXhist | WIX COM LTD | 1.89 | Buy | 2,041,688 | $90.07 | $183.90M |
| CRHhist | CRH PLC | 1.60 | Buy | 1,477,777 | $105.12 | $155.34M |
| YOUhist | CLEAR SECURE INC | 1.48 | Reduce 14.00% | 2,971,595 | $48.41 | $143.85M |
| WRBYhist | WARBY PARKER INC | 1.39 | Reduce 13.00% | 6,396,513 | $21.07 | $134.78M |
| SHOPhist | SHOPIFY INC | 1.19 | Reduce 52.00% | 971,814 | $118.62 | $115.28M |
| ENTGhist | ENTEGRIS INC | 1.17 | Buy | 971,701 | $117.24 | $113.92M |
| FNhist | FABRINET | 1.16 | Buy | 216,472 | $521.52 | $112.89M |
| AYIhist | ACUITY INC | 1.03 | Reduce 56.00% | 355,729 | $280.22 | $99.68M |
| CIGIhist | COLLIERS INTL GROUP INC | 0.91 | Reduce 75.00% | 828,839 | $106.89 | $88.59M |
| AIThist | APPLIED INDL TECHNOLOGIES IN | 0.81 | Buy | 296,601 | $265.32 | $78.69M |
| FLShist | FLOWSERVE CORP | 0.72 | Buy | 951,798 | $73.51 | $69.97M |
| GSHDhist | GOOSEHEAD INS INC | 0.69 | — | 1,562,969 | $42.66 | $66.68M |
| ANDGhist | ANDERSEN GROUP INC | 0.47 | Buy | 1,670,485 | $27.20 | $45.44M |
| RBLXhist | ROBLOX CORP | 0.38 | Reduce 44.00% | 646,429 | $56.56 | $36.56M |
| AURhist | AURORA INNOVATION INC | 0.06 | Buy | 1,486,036 | $4.12 | $6.12M |
| ESABhist | ESAB CORPORATION | 0.03 | Buy | 34,315 | $96.66 | $3.32M |
| XMTRhist | XOMETRY INC | 0.02 | Buy | 55,405 | $40.84 | $2.26M |
| — | VEEVA SYS INC | 0.00 | Sell | 0 | — | $0 |
| — | DESCARTES SYS GROUP INC | 0.00 | Sell | 0 | — | $0 |
| — | SPORTRADAR GROUP AG | 0.00 | Sell | 0 | — | $0 |
| — | TWILIO INC | 0.00 | Sell | 0 | — | $0 |
| APPhist | APPLOVIN CORP | 0.00 | Sell | 0 | — | $0 |
| — | BOOKING HOLDINGS INC | 0.00 | Sell | 0 | — | $0 |
| — | CBIZ INC | 0.00 | Sell | 0 | — | $0 |
| — | TOAST INC | 0.00 | Sell | 0 | — | $0 |
| — | FIRSTSERVICE CORP NEW | 0.00 | Sell | 0 | — | $0 |
| — | FIGMA INC | 0.00 | Sell | 0 | — | $0 |
| — | ANDERSEN GROUP INC | 0.00 | Sell | 0 | — | $0 |
| — | AURORA INNOVATION INC | 0.00 | Sell | 0 | — | $0 |
| — | DUOLINGO INC | 0.00 | Sell | 0 | — | $0 |