Durable Capital Partners LP

Durable Capital Partners LP reported 36 holdings worth US$10.3B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Durable Capital Partners LP reported 36 holdings worth US$10.3B as of Jun 30, 2026. Largest: Rbc Bearings Incorporated, Doordash, Inc. and Qnity Electronics, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
36
Value as reported
US$10.3B

The filing in full

CompanySharesValue as reported% of portfolio
Rbc Bearings Incorporated1.71MUS$1.1B10.7%
Doordash, Inc.4.15MUS$767M7.5%
Qnity Electronics, Inc.4.55MUS$744M7.2%
Ferguson Enterprises Inc.2.98MUS$707M6.9%
Mercadolibre, Inc.309KUS$524M5.1%
Api Group Corporation12.1MUS$514M5.0%
Xpo, Inc.2.42MUS$498M4.8%
Carvana Co.6.72MUS$442M4.3%
Madison Air Solutions Corporation10.2MUS$398M3.9%
Twilio Inc.1.85MUS$381M3.7%
Affirm Holdings, Inc.4.43MUS$361M3.5%
Fabrinet603KUS$339M3.3%
Privia Health Group, Inc.11.6MUS$299M2.9%
Ul Solutions Inc.2.94MUS$299M2.9%
Shopify Inc.2.34MUS$267M2.6%
Clean Harbors, Inc.892KUS$267M2.6%
Rocket Companies, Inc.16.5MUS$260M2.5%
Vse Corporation980KUS$224M2.2%
Flowserve Corporation2.91MUS$216M2.1%
Shift4 Payments, Inc.4.42MUS$215M2.1%
Warby Parker Inc.6.4MUS$194M1.9%
Option Care Health, Inc.6.16MUS$129M1.3%
Medline Inc.2.63MUS$104M1.0%
Xometry, Inc.1.01MUS$98M0.95%
Goosehead Insurance, Inc.1.84MUS$89.1M0.87%
Aurora Innovation, Inc.10.9MUS$74.3M0.72%
Coupang, Inc.3.88MUS$67.4M0.66%
Andersen Group Inc.1.67MUS$63M0.61%
Applied Industrial Technologies, Inc.162KUS$54.8M0.53%
Entegris, Inc.293KUS$52.7M0.51%
Rollins, Inc.1.17MUS$48.7M0.47%
Agilon Health, Inc.441KUS$47.2M0.46%
Bio-techne Corp502KUS$35.5M0.34%
Acuity Inc.68,646US$25.9M0.25%
Clear Secure, Inc.0US$00.00%
Colliers International Group Inc.0US$00.00%
Esab Corporation0US$00.00%
Roblox Corporation0US$00.00%

Source

View original at SEC

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