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Durable Capital Partners Lp Top Holdings and 13F Report (2026)

About Durable Capital Partners Lp

Investment Activity

  • Durable Capital Partners Lp has $9.71 billion in total holdings as of March 31, 2026.
  • Durable Capital Partners Lp owns shares of 37 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 21.01% of the portfolio was purchased this quarter.
  • About 23.37% of the portfolio was sold this quarter.
  • This quarter, Durable Capital Partners Lp has purchased 40 new stocks and bought additional shares in 13 stocks.
  • Durable Capital Partners Lp sold shares of 12 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

RBC Bearings
$1,235,943,424
DOORDASH INC
$642,042,301
MercadoLibre
$606,618,022
APi Group
$598,692,563
QNITY ELECTRONICS INC
$587,065,901

Largest New Holdings this Quarter

M98068105 - Wix.com
$183,894,838 Holding
G25508105 - CRH PLC
$155,343,918 Holding
29362U104 - Entegris
$113,922,225 Holding
G3323L100 - Fabrinet
$112,894,477 Holding
03820C105 - Applied Industrial Technologies
$78,694,177 Holding

Largest Purchases this Quarter

QNITY ELECTRONICS INC
2,287,247 shares (about $263.90M)
iShares Russell 2000 ETF
930,838 shares (about $230.85M)
Wix.com
2,041,688 shares (about $183.89M)
CRH PLC
1,477,777 shares (about $155.34M)
FERGUSON ENTERPRISES INC
630,633 shares (about $147.10M)

Largest Sales this Quarter

Colliers International Group
2,540,921 shares (about $271.60M)
Coupang
11,586,179 shares (about $218.75M)
XPO
1,013,166 shares (about $197.11M)
Acuity
459,593 shares (about $128.79M)
SHOPIFY INC
1,071,405 shares (about $127.09M)

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
$1,235,943,424$37,624,638 â–¼-3.0%2,275,63612.7%Industrials
DOORDASH INC
$642,042,301$104,693,739 â–²19.5%4,276,0066.6%CL A
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$606,618,022$74,197,435 â–²13.9%350,8456.2%Retail/Wholesale
APi Group Corporation stock logo
APG
APi Group
$598,692,563$9,811,594 â–¼-1.6%14,775,2366.2%Business Services
QNITY ELECTRONICS INC
$587,065,901$263,902,559 â–²81.7%5,088,1086.0%COMMON STOCK
XPO, Inc. stock logo
XPO
XPO
$571,185,960$197,111,445 â–¼-25.7%2,935,9345.9%Transportation
FERGUSON ENTERPRISES INC
$511,300,089$147,101,454 â–²40.4%2,191,9755.3%COMMON STOCK NEW
MEDLINE INC
$323,330,459$16,280,459 â–²5.3%7,265,8533.3%COM CL A
Carvana Co. stock logo
CVNA
Carvana
$313,041,056$22,225,409 â–²7.6%995,7413.2%Retail/Wholesale
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$301,345,488$61,993,893 â–²25.9%1,050,9733.1%Business Services
UL SOLUTIONS INC
$282,115,836$62,396,280 â–²28.4%3,291,5162.9%CLASS A COM SHS
Rocket Companies, Inc. stock logo
RKT
Rocket Companies
$275,106,581$26,156,274 â–²10.5%19,305,7252.8%Finance
Shift4 Payments, Inc. stock logo
FOUR
Shift4 Payments
$269,630,128$19,292,626 â–¼-6.7%6,165,7932.8%Business Services
VSE Corporation stock logo
VSEC
VSE
$259,039,772$96,910,129 â–²59.8%1,404,7712.7%Construction
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$258,857,066$90,185,719 â–²53.5%5,649,4342.7%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$254,848,272$230,847,824 â–²961.8%1,027,6142.6%Finance
Privia Health Group, Inc. stock logo
PRVA
Privia Health Group
$248,646,9310.0%12,087,8432.6%Medical
Coupang, Inc. stock logo
CPNG
Coupang
$242,925,297$218,747,059 â–¼-47.4%12,866,8062.5%Retail/Wholesale
Option Care Health, Inc. stock logo
OPCH
Option Care Health
$242,044,5580.0%8,991,2542.5%Medical
Bio-Techne Corp stock logo
TECH
Bio-Techne
$232,871,448$123,706,005 â–²113.3%4,456,0172.4%Medical
Wix.com Ltd. stock logo
WIX
Wix.com
$183,894,838$183,894,838 â–²New Holding2,041,6881.9%Computer and Technology
CRH PLC
$155,343,918$155,343,918 â–²New Holding1,477,7771.6%ORD
CLEAR Secure, Inc. stock logo
YOU
CLEAR Secure
$143,854,914$23,718,673 â–¼-14.2%2,971,5951.5%Computer and Technology
Warby Parker Inc. stock logo
WRBY
Warby Parker
$134,774,529$19,259,918 â–¼-12.5%6,396,5131.4%Consumer Staples
SHOPIFY INC
$115,276,577$127,090,061 â–¼-52.4%971,8141.2%CL A SUB VTG SHS
Entegris, Inc. stock logo
ENTG
Entegris
$113,922,225$113,922,225 â–²New Holding971,7011.2%Computer and Technology
Fabrinet stock logo
FN
Fabrinet
$112,894,477$112,894,477 â–²New Holding216,4721.2%Computer and Technology
Acuity, Inc. stock logo
AYI
Acuity
$99,682,380$128,787,150 â–¼-56.4%355,7291.0%Business Services
Colliers International Group Inc. stock logo
CIGI
Colliers International Group
$88,594,601$271,599,047 â–¼-75.4%828,8390.9%Finance
Applied Industrial Technologies, Inc. stock logo
AIT
Applied Industrial Technologies
$78,694,177$78,694,177 â–²New Holding296,6010.8%Industrials
Flowserve Corporation stock logo
FLS
Flowserve
$69,966,671$69,966,671 â–²New Holding951,7980.7%Industrials
Goosehead Insurance stock logo
GSHD
Goosehead Insurance
$66,676,2580.0%1,562,9690.7%Finance
ANDERSEN GROUP INC
$45,437,1920.0%1,670,4850.5%CL A
Roblox Corporation stock logo
RBLX
Roblox
$36,562,024$29,201,984 â–¼-44.4%646,4290.4%Consumer Discretionary
Aurora Innovation, Inc. stock logo
AUR
Aurora Innovation
$6,122,468$21,764,101 â–¼-78.0%1,486,0360.1%Business Services
ESAB Corporation stock logo
ESAB
ESAB
$3,316,888$3,316,888 â–²New Holding34,3150.0%Industrials
Xometry, Inc. stock logo
XMTR
Xometry
$2,262,740$2,262,740 â–²New Holding55,4050.0%Industrials
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$0$212,491,744 â–¼-100.0%00.0%Medical
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$0$149,916,307 â–¼-100.0%00.0%Computer and Technology
Sportradar Group AG stock logo
SRAD
Sportradar Group
$0$141,581,988 â–¼-100.0%00.0%Consumer Discretionary
Twilio Inc. stock logo
TWLO
Twilio
$0$136,847,539 â–¼-100.0%00.0%Computer and Technology
APPLOVIN CORP
$0$110,105,557 â–¼-100.0%00.0%COM CL A
Booking Holdings Inc. stock logo
BKNG
Booking
$0$97,863,300 â–¼-100.0%00.0%Retail/Wholesale
CBIZ, Inc. stock logo
CBZ
CBIZ
$0$82,332,836 â–¼-100.0%00.0%Business Services
Toast, Inc. stock logo
TOST
Toast
$0$81,638,307 â–¼-100.0%00.0%Computer and Technology
FirstService Corporation stock logo
FSV
FirstService
$0$67,904,087 â–¼-100.0%00.0%Finance
FIGMA INC
$0$64,547,818 â–¼-100.0%00.0%CLASS A COM STK
DUOLINGO INC
$0$20,916,266 â–¼-100.0%00.0%CL A COM

Showing largest 100 holdings. View all holdings.
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