Durable Capital Partners
What Durable Capital Partners held at the end of Q2 2026, from its 13F filed on 2026-08-14, against Q1 2026. US-listed shares only. Its filings at the SEC ›
Value
$10.28B
Q2 2026
Positions
36
shares, no options
Top 10
59%
of the portfolio
Changes
+13 / −25
4 new, 5 sold out
Holdings at the end of Q2 2026
| Company | Share of portfolio | Shares | Value | Change |
|---|---|---|---|---|
| RBCRBC BEARINGS INC | 10.70% | 1,708,921 | $1.10B | Reduced 25% |
| DASHDOORDASH INC · CL A | 7.46% | 4,154,183 | $766.57M | Reduced 3% |
| QQNITY ELECTRONICS INC | 7.23% | 4,553,414 | $743.62M | Reduced 11% |
| FERGFERGUSON ENTERPRISES INC · COMMON STOCK NEW | 6.88% | 2,979,735 | $707.18M | Added 36% |
| MELIMERCADOLIBRE INC | 5.10% | 308,663 | $523.92M | Reduced 12% |
| APGAPI GROUP CORP · COM STK | 5.00% | 12,131,313 | $513.76M | Reduced 18% |
| XPOXPO INC | 4.84% | 2,424,919 | $497.81M | Reduced 17% |
| CVNACARVANA CO · CL A | 4.30% | 6,720,882 | $442.37M | Added 575% |
| MAIRMADISON AIR SOLUTIONS CORP · COM SHS CL A | 3.87% | 10,196,486 | $397.66M | New |
| TWLOTWILIO INC · CL A | 3.70% | 1,846,153 | $380.92M | New |
| AFRMAFFIRM HLDGS INC · COM CL A | 3.51% | 4,425,406 | $360.89M | Reduced 22% |
| FNFABRINET · SHS | 3.30% | 603,340 | $339.13M | Added 179% |
| PRVAPRIVIA HEALTH GROUP INC | 2.91% | 11,635,948 | $299.39M | Reduced 4% |
| ULSUL SOLUTIONS INC · CLASS A COM SHS | 2.91% | 2,937,488 | $299.21M | Reduced 11% |
| CRHCRH PLC · ORD | 2.77% | 2,665,296 | $285.19M | Added 80% |
| SHOPSHOPIFY INC · CL A SUB VTG SHS | 2.59% | 2,335,694 | $266.69M | Added 140% |
| CLHCLEAN HARBORS INC | 2.59% | 892,405 | $266.61M | Reduced 15% |
| RKTROCKET COS INC · COM CL A | 2.53% | 16,488,238 | $259.69M | Reduced 15% |
| VSECVSE CORP | 2.18% | 980,310 | $224.00M | Reduced 30% |
| FLSFLOWSERVE CORP | 2.10% | 2,911,004 | $215.88M | Added 206% |
| FOURSHIFT4 PMTS INC · CL A | 2.09% | 4,423,633 | $215.17M | Reduced 28% |
| WRBYWARBY PARKER INC · CL A COM | 1.89% | 6,396,513 | $194.07M | Unchanged |
| OPCHOPTION CARE HEALTH INC | 1.26% | 6,163,722 | $129.25M | Reduced 31% |
| MDLNMEDLINE INC · COM CL A | 1.01% | 2,627,321 | $103.62M | Reduced 64% |
| XMTRXOMETRY INC · CLASS A COM | 0.95% | 1,014,976 | $97.97M | Added 1732% |
| WIXWIX COM LTD · SHS | 0.90% | 2,041,688 | $92.63M | Unchanged |
| GSHDGOOSEHEAD INS INC · COM CL A | 0.87% | 1,837,151 | $89.10M | Added 18% |
| AURAURORA INNOVATION INC · CLASS A COM | 0.72% | 10,889,415 | $74.27M | Added 633% |
| CPNGCOUPANG INC · CL A | 0.66% | 3,881,925 | $67.43M | Reduced 70% |
| ANDGANDERSEN GROUP INC · CL A | 0.61% | 1,670,485 | $63.01M | Unchanged |
| AITAPPLIED INDL TECHNOLOGIES IN | 0.53% | 162,070 | $54.80M | Reduced 45% |
| ENTGENTEGRIS INC | 0.51% | 293,139 | $52.72M | Reduced 70% |
| ROLROLLINS INC | 0.47% | 1,165,673 | $48.66M | New |
| AGLAGILON HEALTH INC | 0.46% | 440,642 | $47.23M | New |
| TECHBIO-TECHNE CORP | 0.34% | 501,963 | $35.46M | Reduced 89% |
| AYIACUITY INC | 0.25% | 68,646 | $25.86M | Reduced 81% |
Sold out in Q2 2026
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Two years of filings
| Quarter | Positions | Value | Filed |
|---|---|---|---|
| 2026-06-30 | 36 positions | $10.28B | 2026-08-14 |
| 2026-03-31 | 37 positions | $9.71B | 2026-05-15 |
| 2025-12-31 | 40 positions | $10.57B | 2026-02-17 |
| 2025-09-30 | 48 positions | $13.50B | 2025-11-14 |
| 2025-06-30 | 44 positions | $13.21B | 2025-08-14 |
| 2025-03-31 | 51 positions | $11.19B | 2025-05-15 |
| 2024-12-31 | 46 positions | $12.26B | 2025-02-14 |
| 2024-09-30 | 48 positions | $13.67B | 2024-11-14 |
How to read it
A 13F lists US-listed shares and options at a quarter's end, filed up to 45 days later. “Added” and “reduced” compare the share counts of two quarter-ends; a correcting amendment replaces the original. Short positions, cash and holdings outside the US are not in it. None of this is advice.