Durable Capital Partners Lp Top Holdings and 13F Report (2026) About Durable Capital Partners LpInvestment ActivityDurable Capital Partners Lp has $10.28 billion in total holdings as of June 30, 2026.Durable Capital Partners Lp owns shares of 36 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 21.92% of the portfolio was purchased this quarter.About 25.92% of the portfolio was sold this quarter.This quarter, Durable Capital Partners Lp has purchased 37 new stocks and bought additional shares in 9 stocks.Durable Capital Partners Lp sold shares of 20 stocks and completely divested from 5 stocks this quarter.Largest Holdings RBC Bearings $1,100,647,659DOORDASH INC $766,571,389QNITY ELECTRONICS INC $743,618,040FERGUSON ENTERPRISES INC $707,180,508MercadoLibre $523,921,490 Largest New Holdings this Quarter 55658T105 - MADISON AIR SOLUTIONS CORP $397,662,954 Holding90138F102 - Twilio $380,916,748 Holding775711104 - Rollins $48,655,191 Holding00857U206 - AGILON HEALTH INC $47,228,010 Holding Largest Purchases this Quarter MADISON AIR SOLUTIONS CORP 10,196,486 shares (about $397.66M)Twilio 1,846,153 shares (about $380.92M)Carvana 5,725,141 shares (about $376.83M)Fabrinet 386,868 shares (about $217.45M)FERGUSON ENTERPRISES INC 787,760 shares (about $186.96M) Largest Sales this Quarter RBC Bearings 566,715 shares (about $365.00M)Bio-Techne 3,954,054 shares (about $279.35M)MEDLINE INC 4,638,532 shares (about $182.94M)Coupang 8,984,881 shares (about $156.07M)Entegris 678,562 shares (about $122.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDurable Capital Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRBCRBC Bearings$1,100,647,659$364,998,463 â–¼-24.9%1,708,92110.7%IndustrialsDOORDASH INC$766,571,389$22,479,998 â–¼-2.8%4,154,1837.5%CL AQNITY ELECTRONICS INC$743,618,040$87,320,877 â–¼-10.5%4,553,4147.2%COMMON STOCKFERGUSON ENTERPRISES INC$707,180,508$186,959,081 â–²35.9%2,979,7356.9%COMMON STOCK NEWMELIMercadoLibre$523,921,490$71,599,305 â–¼-12.0%308,6635.1%Consumer DiscretionaryAPGAPi Group$513,761,106$111,970,139 â–¼-17.9%12,131,3135.0%IndustrialsXPOXPO$497,811,622$104,906,269 â–¼-17.4%2,424,9194.8%IndustrialsCVNACarvana$442,368,453$376,828,780 â–²575.0%6,720,8824.3%Consumer DiscretionaryMADISON AIR SOLUTIONS CORP$397,662,954$397,662,954 â–²New Holding10,196,4863.9%COM SHS CL ATWLOTwilio$380,916,748$380,916,748 â–²New Holding1,846,1533.7%TechnologyAFRMAffirm$360,891,859$99,819,483 â–¼-21.7%4,425,4063.5%FinanceFNFabrinet$339,125,347$217,450,765 â–²178.7%603,3403.3%TechnologyPRVAPrivia Health Group$299,392,942$11,627,258 â–¼-3.7%11,635,9482.9%HealthcareUL SOLUTIONS INC$299,212,528$36,061,292 â–¼-10.8%2,937,4882.9%CLASS A COM SHSCRH PLC$285,186,672$127,064,533 â–²80.4%2,665,2962.8%ORDSHOPIFY INC$266,689,541$155,727,818 â–²140.3%2,335,6942.6%CL A SUB VTG SHSCLHClean Harbors$266,605,994$47,372,190 â–¼-15.1%892,4052.6%IndustrialsRKTRocket Companies$259,689,749$44,375,420 â–¼-14.6%16,488,2382.5%FinanceVSECVSE$224,000,835$96,989,339 â–¼-30.2%980,3102.2%IndustrialsFLSFlowserve$215,880,057$145,294,717 â–²205.8%2,911,0042.1%IndustrialsFOURShift4 Payments$215,165,509$84,738,662 â–¼-28.3%4,423,6332.1%FinanceWRBYWarby Parker$194,070,2040.0%6,396,5131.9%Consumer DiscretionaryOPCHOption Care Health$129,253,250$59,293,346 â–¼-31.4%6,163,7221.3%HealthcareMEDLINE INC$103,621,540$182,943,702 â–¼-63.8%2,627,3211.0%COM CL AXMTRXometry$97,965,484$92,617,793 â–²1,731.9%1,014,9761.0%IndustrialsWIXWix.com$92,631,3850.0%2,041,6880.9%TechnologyGSHDGoosehead Insurance$89,101,824$13,297,827 â–²17.5%1,837,1510.9%FinanceAURAurora Innovation$74,265,810$64,131,045 â–²632.8%10,889,4150.7%TechnologyCPNGCoupang$67,429,037$156,067,382 â–¼-69.8%3,881,9250.7%Consumer DiscretionaryANDERSEN GROUP INC$63,010,6940.0%1,670,4850.6%CL AAITApplied Industrial Technologies$54,803,971$45,491,658 â–¼-45.4%162,0700.5%IndustrialsENTGEntegris$52,723,981$122,046,162 â–¼-69.8%293,1390.5%TechnologyROLRollins$48,655,191$48,655,191 â–²New Holding1,165,6730.5%IndustrialsAGILON HEALTH INC$47,228,010$47,228,010 â–²New Holding440,6420.5%COM NEWTECHBio-Techne$35,463,686$279,353,915 â–¼-88.7%501,9630.3%HealthcareAYIAcuity$25,856,202$108,132,681 â–¼-80.7%68,6460.3%IndustrialsIWMiShares Russell 2000 ETF$0$254,848,272 â–¼-100.0%00.0%ETFYOUCLEAR Secure$0$143,854,914 â–¼-100.0%00.0%TechnologyCIGIColliers International Group$0$88,594,601 â–¼-100.0%00.0%Real EstateRBLXRoblox$0$36,562,024 â–¼-100.0%00.0%Communication ServicesESABESAB$0$3,316,888 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
