Durable Capital Partners LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Durable Capital Partners LP reported 51 stock positions worth $11.2 billion. Its top holding was RBC Bearings (RBC) at 7.6% of the portfolio, followed by Duolingo (DUOL, 4.7%) and Coupang (CPNG, 4.5%). Compared with Q4 2024, it opened 11 new positions, sold out of 6, added to 18 and reduced 20. The biggest buy was a new position in Masimo (MASI) and the biggest sale an exit from Atlassian Class A (TEAM).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0001798849
- Portfolio Value
- $11.2B (Q1 2025)
- SEC Filing
- 0001798849-25-000005 ↗ filed May 15, 2025
Holdings Value
Holdings 51 stocks · $11.2B
| RBC RBC Bearings Inc. | 7.57% | 2,631,346 | $846.7M | No change |
| DUOL Duolingo | 4.70% | 1,694,283 | $526.1M | Reduce -26.9% |
| CPNG Coupang Inc. | 4.51% | 23,009,002 | $504.6M | Reduce -19.6% |
| HUBS HubSpot Inc. | 4.33% | 847,463 | $484.1M | Reduce -12.2% |
| FOUR SHIFT4 Payments Inc. Class A | 4.32% | 5,919,793 | $483.7M | Add +15.4% |
| INTU Intuit Inc. | 3.83% | 697,567 | $428.3M | Reduce -17.0% |
| BKNG Booking Holdings Inc. | 3.82% | 92,883 | $427.9M | Reduce -1.5% |
| SHOP Shopify Inc. Class A | 3.65% | 4,275,819 | $408.3M | Add +8.2% |
| CVNA Carvana Co. | 3.61% | 1,932,972 | $404.1M | Reduce -10.8% |
| CIGI Colliers Intl GR-Subord Vot | 3.22% | 2,972,757 | $360.6M | Add +12.4% |
| TOST Toast Inc. Class A | 3.21% | 10,836,694 | $359.5M | Reduce -29.8% |
| FSV Firstservice Corp. | 3.20% | 2,156,713 | $357.9M | Reduce -16.2% |
| WST West Pharmaceutical Services | 3.15% | 1,573,119 | $352.2M | Add +146.8% |
| ROP Roper Technologies Inc. | 2.98% | 564,799 | $333.0M | Reduce -12.0% |
| APG Api Group Corp. | 2.85% | 8,911,171 | $318.7M | Add +78.0% |
| AFRM Affirm Holdings Inc. | 2.66% | 6,580,882 | $297.4M | Add +12.3% |
| AYI Acuity Inc. | 2.59% | 1,098,485 | $289.3M | Add +0.9% |
| DSGX The Descartes Systems Grp | 2.54% | 2,818,757 | $284.2M | Reduce -3.3% |
| PRVA Privia Health Group Inc. | 2.30% | 11,487,843 | $257.9M | No change |
| ENTG Entegris Inc. | 2.28% | 2,914,417 | $255.0M | Add +43.3% |
| IWM iShares Russell 2000 ETF | 2.25% | 1,263,352 | $252.0M | Add +46.9% |
| XPO Xpo Inc. | 1.93% | 2,005,297 | $215.7M | Add +246.4% |
| RBLX Roblox Corp. Class A | 1.81% | 3,466,575 | $202.1M | Reduce -18.6% |
| DASH DoorDash Inc. Class A | 1.68% | 1,026,649 | $187.6M | Add +351.2% |
| MASI Masimo Corp. | 1.68% | 1,125,619 | $187.5M | New |
| WRBY Warby Parker Inc. Class A | 1.66% | 10,212,383 | $186.2M | Add +13.3% |
| MOH Molina Healthcare Inc. | 1.59% | 541,605 | $178.4M | Add +13.1% |
| IDXX Idexx Laboratories Inc. | 1.37% | 364,757 | $153.2M | New |
| OPCH Option Care Health Inc. | 1.10% | 3,516,589 | $122.9M | New |
| FERG Ferguson Enterprises Inc. | 1.05% | 730,754 | $117.1M | New |
| ESAB Esab Corp. | 1.02% | 979,119 | $114.1M | New |
| SG Sweetgreen Inc. Class A | 1.01% | 4,525,109 | $113.2M | Add +29.5% |
| MELI MercadoLibre Inc. | 1.01% | 57,958 | $113.1M | New |
| VSEC Vse Corp. | 0.93% | 865,017 | $103.8M | Add +41.9% |
| AUR Aurora Innovation Inc. | 0.90% | 14,922,269 | $100.4M | Add +17.0% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.89% | 2,265,569 | $99.5M | Reduce -58.7% |
| WIX Wix.com Ltd. | 0.85% | 580,808 | $94.9M | Add +38.7% |
| APP AppLovin Corp. Class A | 0.79% | 335,558 | $88.9M | New |
| YOU Clear Secure Inc. Class A | 0.69% | 2,959,190 | $76.7M | New |
| BFAM Bright Horizons Family Solut | 0.64% | 568,078 | $72.2M | Reduce -56.5% |
| RH RH | 0.60% | 286,996 | $67.3M | Reduce -53.5% |
| ALHC Alignment Healthcare Inc. | 0.60% | 3,589,745 | $66.8M | Reduce -21.7% |
| PCOR Procore Technologies Inc. | 0.49% | 825,120 | $54.5M | Add +83.3% |
| TTAN Servicetitan Inc. Class A | 0.44% | 516,403 | $49.1M | Reduce -30.4% |
| FLUT Flutter Entertainment PLC-Di | 0.42% | 211,016 | $46.8M | New |
| MNDY Monday.com Ltd. | 0.40% | 186,312 | $45.3M | Reduce -60.2% |
| PTC PTC Inc. | 0.33% | 235,065 | $36.4M | Reduce -46.7% |
| OM Outset Medical Inc. | 0.17% | 1,740,216 | $19.2M | New |
| KRMN Karman Holdings Inc. | 0.17% | 575,000 | $19.2M | New |
| BIRK Birkenstock Holding PLC | 0.13% | 326,630 | $15.0M | Reduce -83.3% |
| CHWY Chewy Inc. Class A | 0.10% | 351,266 | $11.4M | Reduce -85.1% |
Portfolio Sells Q4 2024 → Q1 2025
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −3.13 |
| ONON On Holding AG Class A | Reduce -58.7% | 0.89% | −1.56 |
| ODFL Old Dominion Freight Line | Sold out | 0.00% | −1.43 |
| DUOL Duolingo | Reduce -26.9% | 4.70% | −1.43 |
| RH RH | Reduce -53.5% | 0.60% | −1.38 |
| TOST Toast Inc. Class A | Reduce -29.8% | 3.21% | −1.38 |
| DOCS Doximity Inc. Class A | Sold out | 0.00% | −1.26 |
| HUBS HubSpot Inc. | Reduce -12.2% | 4.33% | −1.16 |
| CPRT Copart Inc. | Sold out | 0.00% | −1.00 |
| AVTR Avantor Inc. | Sold out | 0.00% | −0.83 |
| BIRK Birkenstock Holding PLC | Reduce -83.3% | 0.13% | −0.77 |
| CPNG Coupang Inc. | Reduce -19.6% | 4.51% | −0.62 |
| FSV Firstservice Corp. | Reduce -16.2% | 3.20% | −0.60 |
| LFST Lifestance Health Group Inc. | Sold out | 0.00% | −0.57 |
| CHWY Chewy Inc. Class A | Reduce -85.1% | 0.10% | −0.54 |
| BFAM Bright Horizons Family Solut | Reduce -56.5% | 0.64% | −0.54 |
| MNDY Monday.com Ltd. | Reduce -60.2% | 0.40% | −0.49 |
| INTU Intuit Inc. | Reduce -17.0% | 3.83% | −0.48 |
| PTC PTC Inc. | Reduce -46.7% | 0.33% | −0.34 |
| RBLX Roblox Corp. Class A | Reduce -18.6% | 1.81% | −0.20 |
| TTAN Servicetitan Inc. Class A | Reduce -30.4% | 0.44% | −0.18 |
| DSGX The Descartes Systems Grp | Reduce -3.3% | 2.54% | −0.16 |
| BKNG Booking Holdings Inc. | Reduce -1.5% | 3.82% | +0.00 |
| CVNA Carvana Co. | Reduce -10.8% | 3.61% | +0.02 |
| ALHC Alignment Healthcare Inc. | Reduce -21.7% | 0.60% | +0.18 |
| ROP Roper Technologies Inc. | Reduce -12.0% | 2.98% | +0.26 |
Portfolio Buys Q4 2024 → Q1 2025
| MASI Masimo Corp. | New | 1.68% | +1.68 |
| WST West Pharmaceutical Services | Add +146.8% | 3.15% | +1.44 |
| APG Api Group Corp. | Add +78.0% | 2.85% | +1.38 |
| IDXX Idexx Laboratories Inc. | New | 1.37% | +1.37 |
| DASH DoorDash Inc. Class A | Add +351.2% | 1.68% | +1.37 |
| XPO Xpo Inc. | Add +246.4% | 1.93% | +1.31 |
| OPCH Option Care Health Inc. | New | 1.10% | +1.10 |
| FERG Ferguson Enterprises Inc. | New | 1.05% | +1.05 |
| ESAB Esab Corp. | New | 1.02% | +1.02 |
| MELI MercadoLibre Inc. | New | 1.01% | +1.01 |
| APP AppLovin Corp. Class A | New | 0.79% | +0.79 |
| IWM iShares Russell 2000 ETF | Add +46.9% | 2.25% | +0.70 |
| YOU Clear Secure Inc. Class A | New | 0.69% | +0.69 |
| ENTG Entegris Inc. | Add +43.3% | 2.28% | +0.64 |
| MOH Molina Healthcare Inc. | Add +13.1% | 1.59% | +0.46 |
| VSEC Vse Corp. | Add +41.9% | 0.93% | +0.45 |
| FLUT Flutter Entertainment PLC-Di | New | 0.42% | +0.42 |
| CIGI Colliers Intl GR-Subord Vot | Add +12.4% | 3.22% | +0.29 |
| AUR Aurora Innovation Inc. | Add +17.0% | 0.90% | +0.24 |
| SHOP Shopify Inc. Class A | Add +8.2% | 3.65% | +0.22 |
| PCOR Procore Technologies Inc. | Add +83.3% | 0.49% | +0.21 |
| OM Outset Medical Inc. | New | 0.17% | +0.17 |
| KRMN Karman Holdings Inc. | New | 0.17% | +0.17 |
| WIX Wix.com Ltd. | Add +38.7% | 0.85% | +0.12 |
| SG Sweetgreen Inc. Class A | Add +29.5% | 1.01% | +0.10 |
| AYI Acuity Inc. | Add +0.9% | 2.59% | −0.01 |
| FOUR SHIFT4 Payments Inc. Class A | Add +15.4% | 4.32% | −0.02 |
| WRBY Warby Parker Inc. Class A | Add +13.3% | 1.66% | −0.12 |
| AFRM Affirm Holdings Inc. | Add +12.3% | 2.66% | −0.25 |
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 |