Durable Capital Partners portfolio
13F for Q2 2026, filed Aug 14, 2026
Durable Capital Partners reported 36 positions worth $10.3B as of Jun 30, 2026. The largest were RBC Bearings INC (10.7%), DoorDash, Inc. (7.5%) and Qnity Electronics, Inc. (7.2%). Against Q1 2026: 4 new, 8 added to, 19 reduced, 5 sold out.
The filing on sec.gov · Every fund · What a 13F shows
- Reported value
- $10.3Bas of Jun 30
- Positions
- 364 new, 5 sold out
- Largest position
- RBC10.7% of the portfolio
- Top 10 positions
- 59%of reported value
What Durable Capital Partners bought
Largest 8 of 12| Position | Change | Value |
|---|---|---|
| Madison Air Solutions Corp | New | $398M |
| TWLOTwilio Inc | New | $381M |
| FNFabrinet | +178.7% | $217M |
| FERGFerguson Enterprises Inc. | +35.9% | $187M |
| SHOPShopify Inc. | +140.3% | $156M |
| FLSFlowserve Corp | +205.8% | $145M |
| CRHCRH Public Ltd Co | +80.4% | $127M |
| XMTRXometry, Inc. | +1,732% | $92.6M |
TWLOTwilio Inc
FNFabrinet
FERGFerguson Enterprises Inc.
SHOPShopify Inc.
CRHCRH Public Ltd Co
XMTRXometry, Inc.What Durable Capital Partners sold
Largest 8 of 24| Position | Change | Value |
|---|---|---|
| RBCRBC Bearings INC | −24.9% | $365M |
| TECHBIO-TECHNE Corp | −88.7% | $279M |
| Ishares Russell 2000 ETF | Sold out | $255M |
| MDLNMedline Inc. | −63.8% | $183M |
| CPNGCoupang, Inc. | −69.8% | $156M |
| YOUClear Secure, Inc. | Sold out | $144M |
| ENTGEntegris Inc | −69.8% | $122M |
| APGAPi Group Corp | −17.9% | $112M |
TECHBIO-TECHNE Corp
CPNGCoupang, Inc.
YOUClear Secure, Inc.
ENTGEntegris IncEvery position, largest first
36 positions, Q2 2026| Position | Portfolio | Value | Change |
|---|---|---|---|
| RBCRBC Bearings INC | 10.7% | $1.1B | −24.9% |
| DASHDoorDash, Inc. | 7.46% | $767M | −2.9% |
| QQnity Electronics, Inc. | 7.23% | $744M | −10.5% |
| FERGFerguson Enterprises Inc. | 6.88% | $707M | +35.9% |
| MELIMercadolibre Inc | 5.10% | $524M | −12.0% |
| APGAPi Group Corp | 5.00% | $514M | −17.9% |
| XPOXPO, Inc. | 4.84% | $498M | −17.4% |
| CVNACarvana Co. | 4.30% | $442M | — |
| Madison Air Solutions Corp | 3.87% | $398M | New |
| TWLOTwilio Inc | 3.70% | $381M | New |
| AFRMAffirm Holdings, Inc. | 3.51% | $361M | −21.7% |
| FNFabrinet | 3.30% | $339M | +178.7% |
| PRVAPrivia Health Group, Inc. | 2.91% | $299M | −3.7% |
| ULSUL Solutions Inc. | 2.91% | $299M | −10.8% |
| CRHCRH Public Ltd Co | 2.77% | $285M | +80.4% |
| SHOPShopify Inc. | 2.59% | $267M | +140.3% |
| CLHClean Harbors Inc | 2.59% | $267M | −15.1% |
| RKTRocket Companies, Inc. | 2.53% | $260M | −14.6% |
| VSECVse Corp | 2.18% | $224M | −30.2% |
| FLSFlowserve Corp | 2.10% | $216M | +205.8% |
| FOURShift4 Payments, Inc. | 2.09% | $215M | −28.3% |
| WRBYWarby Parker Inc. | 1.89% | $194M | No change |
| OPCHOption Care Health, Inc. | 1.26% | $129M | −31.4% |
| MDLNMedline Inc. | 1.01% | $104M | −63.8% |
| XMTRXometry, Inc. | 0.95% | $98.0M | +1,732% |
DASHDoorDash, Inc.
QQnity Electronics, Inc.
MELIMercadolibre Inc
CVNACarvana Co.
AFRMAffirm Holdings, Inc.
PRVAPrivia Health Group, Inc.
RKTRocket Companies, Inc.
VSECVse Corp
WRBYWarby Parker Inc.11 more positions
| Position | Portfolio | Value | Change |
|---|---|---|---|
| WIXWix.com Ltd. | 0.90% | $92.6M | No change |
| GSHDGoosehead Insurance, Inc. | 0.87% | $89.1M | +17.5% |
| AURAurora Innovation, Inc. | 0.72% | $74.3M | +632.8% |
| CPNGCoupang, Inc. | 0.66% | $67.4M | −69.8% |
| ANDGAndersen Group Inc. | 0.61% | $63.0M | No change |
| AITApplied Industrial Technologies Inc | 0.53% | $54.8M | — |
| ENTGEntegris Inc | 0.51% | $52.7M | −69.8% |
| ROLRollins Inc | 0.47% | $48.7M | New |
| AGLagilon health, inc. | 0.46% | $47.2M | New |
| TECHBIO-TECHNE Corp | 0.34% | $35.5M | −88.7% |
| AYIAcuity Inc. (De) | 0.25% | $25.9M | −80.7% |
WIXWix.com Ltd.
GSHDGoosehead Insurance, Inc.
AURAurora Innovation, Inc.
ANDGAndersen Group Inc.
AITApplied Industrial Technologies Inc
ROLRollins Inc
AGLagilon health, inc.What a 13F shows
This is Durable Capital Partners’s Form 13F for the quarter ended Jun 30, 2026, filed with the SEC on Aug 14, 2026 as Durable Capital Partners LP. A 13F lists long positions in US-listed securities on the quarter’s last day: shares, convertible bonds, puts and calls. It does not list short positions, cash, private holdings or most securities listed abroad, and a position may have changed since.
Options are shown as options, never added to the shares of the stock they are written on. A change is the share count against the fund's filing for Q1 2026; the estimated value of a change uses the price the filing's own figures imply. Where a count moved with a stock split, no change is shown.