Durable Capital Partners Lp Top Holdings and 13F Report (2025)

About Durable Capital Partners Lp

Investment Activity

Durable Capital Partners Lp has $13.21 billion in total holdings as of June 30, 2025.
Durable Capital Partners Lp owns shares of 44 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 17.85% of the portfolio was purchased this quarter.
About 17.65% of the portfolio was sold this quarter.
This quarter, Durable Capital Partners Lp has purchased 51 new stocks and bought additional shares in 22 stocks.
Durable Capital Partners Lp sold shares of 15 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

RBC Bearings: $970,097,346
Coupang: $741,329,701
Shift4 Payments: $660,612,056
Intuit: $616,156,648
iShares Russell 2000 ETF: $560,334,988

Largest New Holdings this Quarter

922475108 - Veeva Systems: $281,350,988 Holding
339750101 - Floor & Decor: $106,220,793 Holding
30050B101 - Evolent Health: $72,326,279 Holding
38267D109 - Goosehead Insurance: $71,832,474 Holding

Largest Purchases this Quarter

iShares Russell 2000 ETF: 1,333,316 shares (about $287.72M)
Veeva Systems: 976,981 shares (about $281.35M)
MercadoLibre: 90,026 shares (about $235.29M)
XPO: 1,589,759 shares (about $200.77M)
Option Care Health: 4,720,988 shares (about $153.34M)

Largest Sales this Quarter

Carvana: 1,040,495 shares (about $350.61M)
Booking: 55,577 shares (about $321.75M)
DUOLINGO INC: 620,927 shares (about $254.59M)
HubSpot: 246,924 shares (about $137.45M)
Roper Technologies: 235,090 shares (about $133.26M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
RBC RBC Bearings	$970,097,346	$42,444,594 ▼	-4.2%	2,521,043	7.3%	Industrials
CPNG Coupang	$741,329,701	$51,980,001 ▲	7.5%	24,743,982	5.6%	Retail/Wholesale
FOUR Shift4 Payments	$660,612,056	$73,901,372 ▲	12.6%	6,665,443	5.0%	Business Services
INTU Intuit	$616,156,648	$66,731,952 ▲	12.1%	782,292	4.7%	Computer and Technology
IWM iShares Russell 2000 ETF	$560,334,988	$287,716,260 ▲	105.5%	2,596,668	4.2%	Finance
APG APi Group	$542,333,146	$87,417,867 ▲	19.2%	10,623,568	4.1%	Business Services
SHOP Shopify	$524,131,367	$30,915,646 ▲	6.3%	4,543,835	4.0%	Computer and Technology
AFRM Affirm	$510,898,760	$55,896,579 ▲	12.3%	7,389,337	3.9%	Computer and Technology
RBLX Roblox	$482,734,186	$118,050,496 ▲	32.4%	4,588,728	3.7%	Consumer Discretionary
CIGI Colliers International Group	$473,272,901	$85,209,202 ▲	22.0%	3,625,501	3.6%	Finance
XPO XPO	$454,019,622	$200,770,664 ▲	79.3%	3,595,056	3.4%	Transportation
TOST Toast	$453,783,116	$26,174,061 ▼	-5.5%	10,245,724	3.4%	Computer and Technology
DUOLINGO INC	$440,097,427	$254,592,488 ▼	-36.6%	1,073,356	3.3%	CL A COM
MELI MercadoLibre	$386,775,422	$235,294,654 ▲	155.3%	147,984	2.9%	Retail/Wholesale
AYI Acuity	$372,894,868	$45,172,853 ▲	13.8%	1,249,899	2.8%	Business Services
FSV FirstService	$342,877,720	$33,727,504 ▼	-9.0%	1,963,565	2.6%	Finance
HUBS HubSpot	$334,278,024	$137,445,306 ▼	-29.1%	600,539	2.5%	Computer and Technology
CVNA Carvana	$300,729,050	$350,605,195 ▼	-53.8%	892,477	2.3%	Retail/Wholesale
VEEV Veeva Systems	$281,350,988	$281,350,988 ▲	New Holding	976,981	2.1%	Medical
OPCH Option Care Health	$267,556,501	$153,337,690 ▲	134.2%	8,237,577	2.0%	Medical
PRVA Privia Health Group	$264,220,389		0.0%	11,487,843	2.0%	Medical
DOORDASH INC	$253,079,245		0.0%	1,026,649	1.9%	CL A
ENTG Entegris	$246,459,464	$11,411,733 ▲	4.9%	3,055,914	1.9%	Computer and Technology
DSGX The Descartes Systems Group	$229,077,743	$57,434,812 ▼	-20.0%	2,253,704	1.7%	Computer and Technology
WST West Pharmaceutical Services	$227,693,782	$116,504,655 ▼	-33.8%	1,040,648	1.7%	Medical
BKNG Booking	$215,973,387	$321,748,591 ▼	-59.8%	37,306	1.6%	Retail/Wholesale
WRBY Warby Parker	$210,479,929	$13,477,630 ▼	-6.0%	9,597,808	1.6%	Consumer Staples
YOU CLEAR Secure	$207,932,144	$125,785,030 ▲	153.1%	7,490,351	1.6%	Computer and Technology
MASI Masimo	$195,790,922	$6,439,293 ▲	3.4%	1,163,898	1.5%	Medical
ROP Roper Technologies	$186,892,250	$133,258,416 ▼	-41.6%	329,709	1.4%	Computer and Technology
ESAB ESAB	$166,982,967	$48,950,171 ▲	41.5%	1,385,176	1.3%	Industrials
MOH Molina Healthcare	$159,664,569	$1,679,560 ▼	-1.0%	535,967	1.2%	Medical
RH RH	$122,118,794	$67,873,680 ▲	125.1%	646,097	0.9%	Consumer Staples
VSEC VSE	$113,299,927		0.0%	865,017	0.9%	Construction
AUR Aurora Innovation	$106,918,207	$28,725,518 ▲	36.7%	20,404,238	0.8%	Business Services
FND Floor & Decor	$106,220,793	$106,220,793 ▲	New Holding	1,398,378	0.8%	Retail/Wholesale
FLUTTER ENTMT PLC	$95,009,771	$34,709,839 ▲	57.6%	332,481	0.7%	SHS
EVH Evolent Health	$72,326,279	$72,326,279 ▲	New Holding	6,423,293	0.5%	Computer and Technology
GSHD Goosehead Insurance	$71,832,474	$71,832,474 ▲	New Holding	680,812	0.5%	Finance
APPLOVIN CORP	$65,757,627	$51,714,518 ▼	-44.0%	187,836	0.5%	COM CL A
MNDY monday.com	$59,651,824	$1,060,427 ▲	1.8%	189,684	0.5%	Computer and Technology
PTC PTC	$48,032,881	$7,521,779 ▲	18.6%	278,710	0.4%	Computer and Technology
OUTSET MED INC	$31,833,390	$1,596,159 ▼	-4.8%	1,657,126	0.2%	COM NEW
SG Sweetgreen	$31,813,380	$35,520,241 ▼	-52.8%	2,137,996	0.2%	Retail/Wholesale
IDXX IDEXX Laboratories	$0	$153,179,702 ▼	-100.0%	0	0.0%	Medical
FERGUSON ENTERPRISES INC	$0	$117,088,713 ▼	-100.0%	0	0.0%	COMMON STOCK NEW
ONON ON	$0	$99,503,790 ▼	-100.0%	0	0.0%	Retail/Wholesale
WIX Wix.com	$0	$94,892,411 ▼	-100.0%	0	0.0%	Computer and Technology
BFAM Bright Horizons Family Solutions	$0	$72,168,629 ▼	-100.0%	0	0.0%	Business Services
ALHC Alignment Healthcare	$0	$66,841,052 ▼	-100.0%	0	0.0%	Medical
PCOR Procore Technologies	$0	$54,474,422 ▼	-100.0%	0	0.0%	Computer and Technology
SERVICETITAN INC	$0	$49,115,089 ▼	-100.0%	0	0.0%	SHS CL A
KARMAN HLDGS INC	$0	$19,216,500 ▼	-100.0%	0	0.0%	COMMON STOCK
BIRKENSTOCK HOLDING PLC	$0	$14,975,986 ▼	-100.0%	0	0.0%	COM SHS
CHWY Chewy	$0	$11,419,658 ▼	-100.0%	0	0.0%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Durable Capital Partners Lp Top Holdings and 13F Report (2025)

About Durable Capital Partners Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Durable Capital Partners Lp Top Holdings and 13F Report (2025)

About Durable Capital Partners Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDurable Capital Partners Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools