Durable Capital Partners LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Durable Capital Partners LP reported 46 stock positions worth $12.3 billion. Its top holding was RBC Bearings (RBC) at 6.4% of the portfolio, followed by Duolingo (DUOL, 6.1%) and HubSpot (HUBS, 5.5%). Compared with Q3 2024, it opened 7 new positions, sold out of 9, added to 14 and reduced 25. The biggest buy was Atlassian Class A (TEAM, shares +500%) and the biggest sale Bright Horizons Family Solut (BFAM, shares −70%).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0001798849
- Portfolio Value
- $12.3B (Q4 2024)
- SEC Filing
- 0001798849-25-000003 ↗ filed Feb 14, 2025
Holdings Value
Holdings 46 stocks · $12.3B
| RBC RBC Bearings Inc. | 6.42% | 2,631,346 | $787.1M | Add +1.9% |
| DUOL Duolingo | 6.13% | 2,319,294 | $752.0M | Reduce -23.4% |
| HUBS HubSpot Inc. | 5.49% | 965,324 | $672.6M | Reduce -5.4% |
| CPNG Coupang Inc. | 5.13% | 28,636,287 | $629.4M | Add +13.6% |
| TOST Toast Inc. Class A | 4.59% | 15,444,158 | $562.9M | Reduce -5.0% |
| FOUR SHIFT4 Payments Inc. Class A | 4.34% | 5,130,841 | $532.5M | Reduce -15.9% |
| INTU Intuit Inc. | 4.31% | 840,533 | $528.3M | Reduce -40.4% |
| BKNG Booking Holdings Inc. | 3.82% | 94,296 | $468.5M | Reduce -23.0% |
| FSV Firstservice Corp. | 3.80% | 2,574,268 | $466.0M | Reduce -23.9% |
| CVNA Carvana Co. | 3.60% | 2,168,232 | $440.9M | Add +6.3% |
| SHOP Shopify Inc. Class A | 3.43% | 3,950,348 | $420.0M | Add +86.9% |
| TEAM Atlassian Corp. Class A | 3.13% | 1,575,546 | $383.5M | Add +499.7% |
| CIGI Colliers Intl GR-Subord Vot | 2.93% | 2,644,327 | $359.5M | Add +4.0% |
| AFRM Affirm Holdings Inc. | 2.91% | 5,858,283 | $356.8M | Add +97.3% |
| ROP Roper Technologies Inc. | 2.72% | 641,644 | $333.6M | Reduce -43.1% |
| DSGX The Descartes Systems Grp | 2.70% | 2,915,564 | $331.2M | Reduce -15.6% |
| AYI Acuity Inc. | 2.59% | 1,088,477 | $318.0M | Add +158.9% |
| ONON On Holding AG Class A filed as ON HLDG AG | 2.45% | 5,481,302 | $300.2M | Reduce -2.4% |
| RBLX Roblox Corp. Class A | 2.01% | 4,261,329 | $246.6M | New |
| RH RH | 1.98% | 616,931 | $242.8M | Reduce -7.5% |
| PRVA Privia Health Group Inc. | 1.83% | 11,487,843 | $224.6M | Add +3.4% |
| WRBY Warby Parker Inc. Class A | 1.78% | 9,017,825 | $218.3M | Add +10.3% |
| WST West Pharmaceutical Services | 1.70% | 637,398 | $208.8M | Reduce -41.3% |
| ENTG Entegris Inc. | 1.64% | 2,033,219 | $201.4M | Add +16.5% |
| IWM iShares Russell 2000 ETF | 1.55% | 860,027 | $190.0M | Reduce -27.2% |
| APG Api Group Corp. | 1.47% | 5,007,539 | $180.1M | Add +199.8% |
| ODFL Old Dominion Freight Line | 1.43% | 996,514 | $175.8M | Reduce -17.2% |
| DOCS Doximity Inc. Class A | 1.26% | 2,889,675 | $154.3M | Reduce -63.1% |
| BFAM Bright Horizons Family Solut | 1.18% | 1,306,714 | $144.8M | Reduce -69.6% |
| MOH Molina Healthcare Inc. | 1.14% | 478,706 | $139.3M | Reduce -54.4% |
| CPRT Copart Inc. | 1.00% | 2,143,957 | $123.0M | Reduce -49.3% |
| SG Sweetgreen Inc. Class A | 0.91% | 3,494,933 | $112.0M | Reduce -12.7% |
| BIRK Birkenstock Holding PLC | 0.91% | 1,962,084 | $111.2M | Reduce -33.5% |
| MNDY Monday.com Ltd. | 0.90% | 467,602 | $110.1M | Reduce -57.1% |
| AVTR Avantor Inc. | 0.83% | 4,809,948 | $101.3M | Reduce -39.8% |
| WIX Wix.com Ltd. | 0.73% | 418,733 | $89.8M | New |
| PTC PTC Inc. | 0.66% | 440,842 | $81.1M | Reduce -34.6% |
| AUR Aurora Innovation Inc. | 0.66% | 12,757,155 | $80.4M | Add +8.4% |
| CHWY Chewy Inc. Class A | 0.64% | 2,360,417 | $79.1M | New |
| TTAN Servicetitan Inc. Class A | 0.62% | 741,403 | $76.3M | New |
| XPO Xpo Inc. | 0.62% | 578,903 | $75.9M | New |
| LFST Lifestance Health Group Inc. | 0.57% | 9,508,826 | $70.1M | Reduce -8.9% |
| VSEC Vse Corp. | 0.47% | 609,583 | $58.0M | Add +55.5% |
| ALHC Alignment Healthcare Inc. | 0.42% | 4,586,110 | $51.6M | Reduce -16.3% |
| DASH DoorDash Inc. Class A | 0.31% | 227,553 | $38.2M | New |
| PCOR Procore Technologies Inc. | 0.28% | 450,100 | $33.7M | New |
Portfolio Sells Q3 2024 → Q4 2024
| BFAM Bright Horizons Family Solut | Reduce -69.6% | 1.18% | −3.23 |
| INTU Intuit Inc. | Reduce -40.4% | 4.31% | −2.09 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −1.91 |
| ROP Roper Technologies Inc. | Reduce -43.1% | 2.72% | −1.87 |
| SSNC Ss&c Technologies Holdings | Sold out | 0.00% | −1.77 |
| MOH Molina Healthcare Inc. | Reduce -54.4% | 1.14% | −1.51 |
| MNDY Monday.com Ltd. | Reduce -57.1% | 0.90% | −1.32 |
| DOCS Doximity Inc. Class A | Reduce -63.1% | 1.26% | −1.24 |
| ACHC Acadia Healthcare Co. Inc. | Sold out | 0.00% | −1.05 |
| TTC Toro Co. | Sold out | 0.00% | −0.86 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.77 |
| FSV Firstservice Corp. | Reduce -23.9% | 3.80% | −0.71 |
| AVTR Avantor Inc. | Reduce -39.8% | 0.83% | −0.69 |
| WST West Pharmaceutical Services | Reduce -41.3% | 1.70% | −0.68 |
| FND Floor & Decor Holdings Inc. Class A | Sold out | 0.00% | −0.66 |
| CPRT Copart Inc. | Reduce -49.3% | 1.00% | −0.62 |
| OPCH Option Care Health Inc. | Sold out | 0.00% | −0.55 |
| IWM iShares Russell 2000 ETF | Reduce -27.2% | 1.55% | −0.36 |
| YOU Clear Secure Inc. Class A | Sold out | 0.00% | −0.32 |
| ODFL Old Dominion Freight Line | Reduce -17.2% | 1.43% | −0.31 |
| PTC PTC Inc. | Reduce -34.6% | 0.66% | −0.23 |
| BIRK Birkenstock Holding PLC | Reduce -33.5% | 0.91% | −0.16 |
| SG Sweetgreen Inc. Class A | Reduce -12.7% | 0.91% | −0.12 |
| OS Onestream Inc. | Sold out | 0.00% | −0.12 |
| DUOL Duolingo | Reduce -23.4% | 6.13% | −0.12 |
| ALHC Alignment Healthcare Inc. | Reduce -16.3% | 0.42% | −0.05 |
| LFST Lifestance Health Group Inc. | Reduce -8.9% | 0.57% | +0.04 |
| BKNG Booking Holdings Inc. | Reduce -23.0% | 3.82% | +0.05 |
| DSGX The Descartes Systems Grp | Reduce -15.6% | 2.70% | +0.10 |
| RH RH | Reduce -7.5% | 1.98% | +0.35 |
| ONON On Holding AG Class A | Reduce -2.4% | 2.45% | +0.39 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -15.9% | 4.34% | +0.39 |
| TOST Toast Inc. Class A | Reduce -5.0% | 4.59% | +1.22 |
| HUBS HubSpot Inc. | Reduce -5.4% | 5.49% | +1.52 |
Portfolio Buys Q3 2024 → Q4 2024
| TEAM Atlassian Corp. Class A | Add +499.7% | 3.13% | +2.82 |
| SHOP Shopify Inc. Class A | Add +86.9% | 3.43% | +2.19 |
| AFRM Affirm Holdings Inc. | Add +97.3% | 2.91% | +2.02 |
| RBLX Roblox Corp. Class A | New | 2.01% | +2.01 |
| AYI Acuity Inc. | Add +158.9% | 2.59% | +1.75 |
| APG Api Group Corp. | Add +199.8% | 1.47% | +1.07 |
| CVNA Carvana Co. | Add +6.3% | 3.60% | +1.00 |
| WRBY Warby Parker Inc. Class A | Add +10.3% | 1.78% | +0.80 |
| RBC RBC Bearings Inc. | Add +1.9% | 6.42% | +0.76 |
| WIX Wix.com Ltd. | New | 0.73% | +0.73 |
| CHWY Chewy Inc. Class A | New | 0.64% | +0.64 |
| TTAN Servicetitan Inc. Class A | New | 0.62% | +0.62 |
| XPO Xpo Inc. | New | 0.62% | +0.62 |
| CPNG Coupang Inc. | Add +13.6% | 5.13% | +0.60 |
| PRVA Privia Health Group Inc. | Add +3.4% | 1.83% | +0.35 |
| DASH DoorDash Inc. Class A | New | 0.31% | +0.31 |
| PCOR Procore Technologies Inc. | New | 0.28% | +0.28 |
| VSEC Vse Corp. | Add +55.5% | 0.47% | +0.24 |
| ENTG Entegris Inc. | Add +16.5% | 1.64% | +0.21 |
| AUR Aurora Innovation Inc. | Add +8.4% | 0.66% | +0.15 |
| CIGI Colliers Intl GR-Subord Vot | Add +4.0% | 2.93% | +0.11 |
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 |