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Durable Capital Partners LP 13F holdings

Filed 2026-08-14 · Durable Capital Partners LP · 36 positions · $10.3B

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Ticker	Company	Shares	Value	% of portfolio
RBC	RBC BEARINGS INC	1.7M	$1.1B	10.7%
DASH	DOORDASH INC	4.2M	$766.6M	7.5%
Q	QNITY ELECTRONICS INC	4.6M	$743.6M	7.2%
FERG	FERGUSON ENTERPRISES INC	3.0M	$707.2M	6.9%
MELI	MERCADOLIBRE INC	308.7K	$523.9M	5.1%
APG	API GROUP CORP	12.1M	$513.8M	5.0%
XPO	XPO INC	2.4M	$497.8M	4.8%
CVNA	CARVANA CO	6.7M	$442.4M	4.3%
MAIR	MADISON AIR SOLUTIONS CORP	10.2M	$397.7M	3.9%
TWLO	TWILIO INC	1.8M	$380.9M	3.7%
AFRM	AFFIRM HLDGS INC	4.4M	$360.9M	3.5%
FN	FABRINET	603.3K	$339.1M	3.3%
PRVA	PRIVIA HEALTH GROUP INC	11.6M	$299.4M	2.9%
ULS	UL SOLUTIONS INC	2.9M	$299.2M	2.9%
CRH	CRH PLC	2.7M	$285.2M	2.8%
SHOP	SHOPIFY INC	2.3M	$266.7M	2.6%
CLH	CLEAN HARBORS INC	892.4K	$266.6M	2.6%
RKT	ROCKET COS INC	16.5M	$259.7M	2.5%
VSEC	VSE CORP	980.3K	$224.0M	2.2%
FLS	FLOWSERVE CORP	2.9M	$215.9M	2.1%
FOUR	SHIFT4 PMTS INC	4.4M	$215.2M	2.1%
WRBY	WARBY PARKER INC	6.4M	$194.1M	1.9%
OPCH	OPTION CARE HEALTH INC	6.2M	$129.3M	1.3%
MEDL	MEDLINE INC	2.6M	$103.6M	1.0%
XMTR	XOMETRY INC	1.0M	$98.0M	1.0%
WIX	WIX COM LTD	2.0M	$92.6M	0.9%
GSHD	GOOSEHEAD INS INC	1.8M	$89.1M	0.9%
AUR	AURORA INNOVATION INC	10.9M	$74.3M	0.7%
CPNG	COUPANG INC	3.9M	$67.4M	0.7%
ANDG	ANDERSEN GROUP INC	1.7M	$63.0M	0.6%
AIT	APPLIED INDL TECHNOLOGIES IN	162.1K	$54.8M	0.5%
ENTG	ENTEGRIS INC	293.1K	$52.7M	0.5%
ROL	ROLLINS INC	1.2M	$48.7M	0.5%
AGL	AGILON HEALTH INC	440.6K	$47.2M	0.5%
TECH	BIO-TECHNE CORP	502.0K	$35.5M	0.3%
AYI	ACUITY INC	68.6K	$25.9M	0.3%

Top Fund Holdings

13F

Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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