Durable Capital Partners LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Durable Capital Partners LP reported 36 stock positions worth $10.3 billion. Its top holding was RBC Bearings (RBC) at 10.7% of the portfolio, followed by DoorDash Class A (DASH, 7.5%) and Qnity Electronics (Q, 7.2%). Compared with Q1 2026, it opened 4 new positions, sold out of 5, added to 9 and reduced 20. The biggest buy was a new position in Madison Air Solutions Class A (MAIR) and the biggest sale an exit from iShares Russell 2000 ETF (IWM).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0001798849
- Portfolio Value
- $10.3B (Q2 2026)
- SEC Filing
- 0001798849-26-000010 ↗ filed Aug 14, 2026
Holdings Value
Holdings 36 stocks · $10.3B
| RBC RBC Bearings Inc. | 10.70% | 1,708,921 | $1.1B | Reduce -24.9% |
| DASH DoorDash Inc. Class A | 7.46% | 4,154,183 | $766.6M | Reduce -2.9% |
| Q Qnity Electronics Inc. | 7.23% | 4,553,414 | $743.6M | Reduce -10.5% |
| FERG Ferguson Enterprises Inc. | 6.88% | 2,979,735 | $707.2M | Add +35.9% |
| MELI MercadoLibre Inc. | 5.10% | 308,663 | $523.9M | Reduce -12.0% |
| APG Api Group Corp. | 5.00% | 12,131,313 | $513.8M | Reduce -17.9% |
| XPO Xpo Inc. | 4.84% | 2,424,919 | $497.8M | Reduce -17.4% |
| CVNA Carvana Co. | 4.30% | 6,720,882 | $442.4M | Add +35.0% |
| MAIR Madison Air Solutions Corp. Class A | 3.87% | 10,196,486 | $397.7M | New |
| TWLO Twilio Inc. Class A | 3.70% | 1,846,153 | $380.9M | New |
| AFRM Affirm Holdings Inc. | 3.51% | 4,425,406 | $360.9M | Reduce -21.7% |
| FN Fabrinet | 3.30% | 603,340 | $339.1M | Add +178.7% |
| PRVA Privia Health Group Inc. | 2.91% | 11,635,948 | $299.4M | Reduce -3.7% |
| ULS Ul Solutions Inc. Class A | 2.91% | 2,937,488 | $299.2M | Reduce -10.8% |
| CRH CRH PLC | 2.77% | 2,665,296 | $285.2M | Add +80.4% |
| SHOP Shopify Inc. Class A | 2.59% | 2,335,694 | $266.7M | Add +140.3% |
| CLH Clean Harbors Inc. | 2.59% | 892,405 | $266.6M | Reduce -15.1% |
| RKT Rocket Cos Inc. Class A | 2.53% | 16,488,238 | $259.7M | Reduce -14.6% |
| VSEC Vse Corp. | 2.18% | 980,310 | $224.0M | Reduce -30.2% |
| FLS Flowserve Corp. | 2.10% | 2,911,004 | $215.9M | Add +205.8% |
| FOUR SHIFT4 Payments Inc. Class A | 2.09% | 4,423,633 | $215.2M | Reduce -28.3% |
| WRBY Warby Parker Inc. Class A | 1.89% | 6,396,513 | $194.1M | No change |
| OPCH Option Care Health Inc. | 1.26% | 6,163,722 | $129.3M | Reduce -31.4% |
| MDLN Medline Inc. Class A | 1.01% | 2,627,321 | $103.6M | Reduce -63.8% |
| XMTR Xometry Inc. Class A | 0.95% | 1,014,976 | $98.0M | Add +1731.9% |
| WIX Wix.com Ltd. | 0.90% | 2,041,688 | $92.6M | No change |
| GSHD Goosehead Insurance Inc. Class A | 0.87% | 1,837,151 | $89.1M | Add +17.5% |
| AUR Aurora Innovation Inc. | 0.72% | 10,889,415 | $74.3M | Add +632.8% |
| CPNG Coupang Inc. | 0.66% | 3,881,925 | $67.4M | Reduce -69.8% |
| ANDG Andersen Group Inc. Class A | 0.61% | 1,670,485 | $63.0M | No change |
| AIT Applied Industrial Tech Inc. | 0.53% | 162,070 | $54.8M | Reduce -45.4% |
| ENTG Entegris Inc. | 0.51% | 293,139 | $52.7M | Reduce -69.8% |
| ROL Rollins Inc. | 0.47% | 1,165,673 | $48.7M | New |
| AGL Agilon Health Inc. | 0.46% | 440,642 | $47.2M | New |
| TECH Bio-Techne Corp. | 0.34% | 501,963 | $35.5M | Reduce -88.7% |
| AYI Acuity Inc. | 0.25% | 68,646 | $25.9M | Reduce -80.7% |
Portfolio Sells Q1 2026 → Q2 2026
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −2.62 |
| MDLN Medline Inc. Class A | Reduce -63.8% | 1.01% | −2.32 |
| TECH Bio-Techne Corp. | Reduce -88.7% | 0.34% | −2.05 |
| RBC RBC Bearings Inc. | Reduce -24.9% | 10.70% | −2.02 |
| CPNG Coupang Inc. | Reduce -69.8% | 0.66% | −1.84 |
| YOU Clear Secure Inc. Class A | Sold out | 0.00% | −1.48 |
| OPCH Option Care Health Inc. | Reduce -31.4% | 1.26% | −1.23 |
| APG Api Group Corp. | Reduce -17.9% | 5.00% | −1.17 |
| MELI MercadoLibre Inc. | Reduce -12.0% | 5.10% | −1.15 |
| XPO Xpo Inc. | Reduce -17.4% | 4.84% | −1.04 |
| CIGI Colliers Intl GR-Subord Vot | Sold out | 0.00% | −0.91 |
| AYI Acuity Inc. | Reduce -80.7% | 0.25% | −0.77 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -28.3% | 2.09% | −0.68 |
| ENTG Entegris Inc. | Reduce -69.8% | 0.51% | −0.66 |
| CLH Clean Harbors Inc. | Reduce -15.1% | 2.59% | −0.51 |
| VSEC Vse Corp. | Reduce -30.2% | 2.18% | −0.49 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.38 |
| RKT Rocket Cos Inc. Class A | Reduce -14.6% | 2.53% | −0.31 |
| AIT Applied Industrial Tech Inc. | Reduce -45.4% | 0.53% | −0.28 |
| ESAB Esab Corp. | Sold out | 0.00% | −0.03 |
| ULS Ul Solutions Inc. Class A | Reduce -10.8% | 2.91% | +0.01 |
| PRVA Privia Health Group Inc. | Reduce -3.7% | 2.91% | +0.35 |
| AFRM Affirm Holdings Inc. | Reduce -21.7% | 3.51% | +0.84 |
| DASH DoorDash Inc. Class A | Reduce -2.9% | 7.46% | +0.85 |
| Q Qnity Electronics Inc. | Reduce -10.5% | 7.23% | +1.19 |
Portfolio Buys Q1 2026 → Q2 2026
| MAIR Madison Air Solutions Corp. Class A | New | 3.87% | +3.87 |
| TWLO Twilio Inc. Class A | New | 3.70% | +3.70 |
| FN Fabrinet | Add +178.7% | 3.30% | +2.14 |
| FERG Ferguson Enterprises Inc. | Add +35.9% | 6.88% | +1.61 |
| SHOP Shopify Inc. Class A | Add +140.3% | 2.59% | +1.41 |
| FLS Flowserve Corp. | Add +205.8% | 2.10% | +1.38 |
| CRH CRH PLC | Add +80.4% | 2.77% | +1.17 |
| CVNA Carvana Co. | Add +35.0% | 4.30% | +1.08 |
| XMTR Xometry Inc. Class A | Add +1731.9% | 0.95% | +0.93 |
| AUR Aurora Innovation Inc. | Add +632.8% | 0.72% | +0.66 |
| ROL Rollins Inc. | New | 0.47% | +0.47 |
| AGL Agilon Health Inc. | New | 0.46% | +0.46 |
| GSHD Goosehead Insurance Inc. Class A | Add +17.5% | 0.87% | +0.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 36 | $10.3B | RBC, DASH, Q, FERG, MELI |
| Q1 2026 | 37 | $9.7B | RBC, DASH, MELI, APG, Q |
| Q4 2025 | 40 | $10.6B | RBC, DASH, MELI, CPNG, APG |
| Q3 2025 | 48 | $13.5B | RBC, CPNG, SHOP, CIGI, XPO |
| Q2 2025 | 44 | $13.2B | RBC, CPNG, FOUR, INTU, IWM |
| Q1 2025 | 51 | $11.2B | RBC, DUOL, CPNG, HUBS, FOUR |
| Q4 2024 | 46 | $12.3B | RBC, DUOL, HUBS, CPNG, TOST |
| Q3 2024 | 48 | $13.7B | INTU, DUOL, RBC, ROP, CPNG |
| Q2 2024 | 49 | $12.2B | INTU, ROP, RBC, DUOL, BFAM |
| Q1 2024 | 53 | $12.9B | INTU, DUOL, HUBS, ROP, JBHT |