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

About Durable Capital Partners Lp

Investment Activity

  • Durable Capital Partners Lp has $11.19 billion in total holdings as of March 31, 2025.
  • Durable Capital Partners Lp owns shares of 51 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 19.66% of the portfolio was purchased this quarter.
  • About 21.92% of the portfolio was sold this quarter.
  • This quarter, Durable Capital Partners Lp has purchased 46 new stocks and bought additional shares in 18 stocks.
  • Durable Capital Partners Lp sold shares of 20 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

RBC Bearings
$846,688,202
DUOLINGO INC
$526,142,643
Coupang
$504,587,414
HubSpot
$484,147,137
Shift4 Payments
$483,706,286

Largest New Holdings this Quarter

574795100 - Masimo
$187,528,125 Holding
45168D104 - IDEXX Laboratories
$153,179,702 Holding
68404L201 - Option Care Health
$122,904,786 Holding
31488V107 - FERGUSON ENTERPRISES INC
$117,088,713 Holding
29605J106 - ESAB
$114,067,364 Holding

Largest Purchases this Quarter

West Pharmaceutical Services
935,721 shares (about $209.49M)
Masimo
1,125,619 shares (about $187.53M)
XPO
1,426,394 shares (about $153.45M)
IDEXX Laboratories
364,757 shares (about $153.18M)
DOORDASH INC
799,096 shares (about $146.05M)

Largest Sales this Quarter

DUOLINGO INC
625,011 shares (about $194.09M)
Toast
4,607,464 shares (about $152.83M)
ON
3,215,733 shares (about $141.23M)
Coupang
5,627,285 shares (about $123.41M)
Bright Horizons Family Solutions
738,636 shares (about $93.84M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDurable Capital Partners Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
RBC Bearings Incorporated stock logo
RBC
RBC Bearings
$846,688,2020.0%2,631,3467.6%Industrials
DUOLINGO INC
$526,142,643$194,090,916 ▼-26.9%1,694,2834.7%CL A COM
Coupang, Inc. stock logo
CPNG
Coupang
$504,587,414$123,406,360 ▼-19.7%23,009,0024.5%Retail/Wholesale
HubSpot, Inc. stock logo
HUBS
HubSpot
$484,147,137$67,332,811 ▼-12.2%847,4634.3%Computer and Technology
Shift4 Payments, Inc. stock logo
FOUR
Shift4 Payments
$483,706,286$64,465,268 ▲15.4%5,919,7934.3%Business Services
Intuit Inc. stock logo
INTU
Intuit
$428,299,162$87,779,694 ▼-17.0%697,5673.8%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$427,903,622$6,509,564 ▼-1.5%92,8833.8%Retail/Wholesale
Shopify Inc. stock logo
SHOP
Shopify
$408,255,198$31,075,971 ▲8.2%4,275,8193.6%Computer and Technology
Carvana Co. stock logo
CVNA
Carvana
$404,145,786$49,188,161 ▼-10.9%1,932,9723.6%Retail/Wholesale
Colliers International Group Inc. stock logo
CIGI
Colliers International Group
$360,595,424$39,838,559 ▲12.4%2,972,7573.2%Finance
Toast, Inc. stock logo
TOST
Toast
$359,453,140$152,829,581 ▼-29.8%10,836,6943.2%Computer and Technology
FirstService Co. stock logo
FSV
FirstService
$357,906,522$69,293,252 ▼-16.2%2,156,7133.2%Finance
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$352,189,882$209,489,218 ▲146.8%1,573,1193.1%Medical
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$332,994,194$45,306,275 ▼-12.0%564,7993.0%Computer and Technology
APi Group Co. stock logo
APG
APi Group
$318,663,475$139,593,880 ▲78.0%8,911,1712.8%Business Services
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$297,390,058$32,654,249 ▲12.3%6,580,8822.7%Business Services
Acuity Brands, Inc. stock logo
AYI
Acuity Brands
$289,286,025$2,635,607 ▲0.9%1,098,4852.6%Construction
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$284,215,268$9,761,050 ▼-3.3%2,818,7572.5%Computer and Technology
Privia Health Group, Inc. stock logo
PRVA
Privia Health Group
$257,902,0750.0%11,487,8432.3%Medical
Entegris, Inc. stock logo
ENTG
Entegris
$254,953,199$77,087,201 ▲43.3%2,914,4172.3%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$252,026,090$80,459,304 ▲46.9%1,263,3522.3%Finance
XPO, Inc. stock logo
XPO
XPO
$215,729,851$153,451,466 ▲246.4%2,005,2971.9%Transportation
Roblox Co. stock logo
RBLX
Roblox
$202,066,657$46,326,211 ▼-18.7%3,466,5751.8%Consumer Discretionary
DOORDASH INC
$187,640,638$146,050,776 ▲351.2%1,026,6491.7%CL A
Masimo Co. stock logo
MASI
Masimo
$187,528,125$187,528,125 ▲New Holding1,125,6191.7%Medical
Warby Parker Inc. stock logo
WRBY
Warby Parker
$186,171,742$21,776,792 ▲13.2%10,212,3831.7%Consumer Staples
Molina Healthcare, Inc. stock logo
MOH
Molina Healthcare
$178,399,271$20,718,302 ▲13.1%541,6051.6%Medical
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$153,179,702$153,179,702 ▲New Holding364,7571.4%Medical
Option Care Health, Inc. stock logo
OPCH
Option Care Health
$122,904,786$122,904,786 ▲New Holding3,516,5891.1%Medical
FERGUSON ENTERPRISES INC
$117,088,713$117,088,713 ▲New Holding730,7541.0%COMMON STOCK NEW
ESAB Co. stock logo
ESAB
ESAB
$114,067,364$114,067,364 ▲New Holding979,1191.0%Industrials
Sweetgreen, Inc. stock logo
SG
Sweetgreen
$113,218,227$25,775,003 ▲29.5%4,525,1091.0%Retail/Wholesale
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$113,068,523$113,068,523 ▲New Holding57,9581.0%Retail/Wholesale
VSE Co. stock logo
VSEC
VSE
$103,793,390$30,649,526 ▲41.9%865,0170.9%Construction
Aurora Innovation, Inc. stock logo
AUR
Aurora Innovation
$100,352,259$14,560,392 ▲17.0%14,922,2690.9%Business Services
On Holding AG stock logo
ONON
ON
$99,503,790$141,234,993 ▼-58.7%2,265,5690.9%Retail/Wholesale
Wix.com Ltd. stock logo
WIX
Wix.com
$94,892,411$26,479,813 ▲38.7%580,8080.8%Computer and Technology
APPLOVIN CORP
$88,912,803$88,912,803 ▲New Holding335,5580.8%COM CL A
Clear Secure, Inc. stock logo
YOU
Clear Secure
$76,672,613$76,672,613 ▲New Holding2,959,1900.7%Computer and Technology
Bright Horizons Family Solutions Inc. stock logo
BFAM
Bright Horizons Family Solutions
$72,168,629$93,836,317 ▼-56.5%568,0780.6%Business Services
RH stock logo
RH
RH
$67,274,732$77,340,063 ▼-53.5%286,9960.6%Consumer Staples
Alignment Healthcare, Inc. stock logo
ALHC
Alignment Healthcare
$66,841,052$18,552,316 ▼-21.7%3,589,7450.6%Medical
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$54,474,422$24,758,820 ▲83.3%825,1200.5%Computer and Technology
SERVICETITAN INC
$49,115,089$21,399,750 ▼-30.3%516,4030.4%SHS CL A
FLUTTER ENTMT PLC
$46,750,595$46,750,595 ▲New Holding211,0160.4%SHS
monday.com Ltd. stock logo
MNDY
monday.com
$45,303,626$68,398,477 ▼-60.2%186,3120.4%Computer and Technology
PTC Inc. stock logo
PTC
PTC
$36,423,322$31,885,146 ▼-46.7%235,0650.3%Computer and Technology
OUTSET MED INC
$19,246,789$19,246,789 ▲New Holding1,740,2160.2%COM NEW
KARMAN HLDGS INC
$19,216,500$19,216,500 ▲New Holding575,0000.2%COMMON STOCK
BIRKENSTOCK HOLDING PLC
$14,975,986$74,985,568 ▼-83.4%326,6300.1%COM SHS
Chewy, Inc. stock logo
CHWY
Chewy
$11,419,658$65,317,501 ▼-85.1%351,2660.1%Retail/Wholesale
Atlassian Co. stock logo
TEAM
Atlassian
$0$383,456,385 ▼-100.0%00.0%Computer and Technology
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$0$175,785,070 ▼-100.0%00.0%Transportation
Doximity, Inc. stock logo
DOCS
Doximity
$0$154,279,748 ▼-100.0%00.0%Medical
Copart, Inc. stock logo
CPRT
Copart
$0$123,041,692 ▼-100.0%00.0%Business Services
Avantor, Inc. stock logo
AVTR
Avantor
$0$101,345,604 ▼-100.0%00.0%Medical
LifeStance Health Group, Inc. stock logo
LFST
LifeStance Health Group
$0$70,080,048 ▼-100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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