Durable Capital Partners LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Durable Capital Partners LP reported 48 stock positions worth $13.5 billion. Its top holding was RBC Bearings (RBC) at 7.3% of the portfolio, followed by Coupang (CPNG, 5.9%) and Shopify Class A (SHOP, 5.0%). Compared with Q2 2025, it opened 10 new positions, sold out of 6, added to 16 and reduced 17. The biggest buy was a new position in Figma Class A (FIG) and the biggest sale an exit from iShares Russell 2000 ETF (IWM).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0001798849
- Portfolio Value
- $13.5B (Q3 2025)
- SEC Filing
- 0001798849-25-000015 ↗ filed Nov 14, 2025
Holdings Value
Holdings 48 stocks · $13.5B
| RBC RBC Bearings Inc. | 7.29% | 2,521,043 | $983.9M | No change |
| CPNG Coupang Inc. | 5.93% | 24,833,189 | $799.6M | Add +0.4% |
| SHOP Shopify Inc. Class A | 5.00% | 4,543,835 | $675.3M | No change |
| CIGI Colliers Intl GR-Subord Vot | 4.28% | 3,699,124 | $577.8M | Add +2.0% |
| XPO Xpo Inc. | 4.15% | 4,331,280 | $559.9M | Add +20.5% |
| APG Api Group Corp. | 3.79% | 14,898,178 | $512.1M | Reduce -6.5% |
| RBLX Roblox Corp. Class A | 3.62% | 3,529,982 | $489.0M | Reduce -23.1% |
| AYI Acuity Inc. | 3.48% | 1,363,619 | $469.6M | Add +9.1% |
| AFRM Affirm Holdings Inc. | 3.39% | 6,268,515 | $458.1M | Reduce -15.2% |
| DASH DoorDash Inc. Class A | 3.37% | 1,671,659 | $454.7M | Add +62.8% |
| FOUR SHIFT4 Payments Inc. Class A | 3.23% | 5,626,484 | $435.5M | Reduce -15.6% |
| MELI MercadoLibre Inc. | 3.04% | 175,436 | $410.0M | Add +18.6% |
| VEEV Veeva Systems Inc. Class A | 2.78% | 1,258,853 | $375.0M | Add +28.9% |
| FSV Firstservice Corp. | 2.71% | 2,216,720 | $365.2M | Add +12.9% |
| ENTG Entegris Inc. | 2.58% | 3,765,035 | $348.1M | Add +23.2% |
| CVNA Carvana Co. | 2.49% | 892,477 | $336.7M | No change |
| FLUT Flutter Entertainment PLC-Di | 2.34% | 1,243,988 | $316.0M | Add +274.1% |
| WST West Pharmaceutical Services | 2.28% | 1,172,583 | $307.6M | Add +12.7% |
| BKNG Booking Holdings Inc. | 2.21% | 55,319 | $298.7M | Add +48.3% |
| INTU Intuit Inc. | 2.21% | 437,256 | $298.6M | Reduce -44.1% |
| PRVA Privia Health Group Inc. | 2.16% | 11,691,685 | $291.1M | Add +1.8% |
| DUOL Duolingo | 2.09% | 874,919 | $281.6M | Reduce -18.5% |
| FIG Figma Inc. Class A | 2.06% | 5,369,380 | $278.5M | New |
| FERG Ferguson Enterprises Inc. | 1.81% | 1,088,970 | $244.6M | New |
| WRBY Warby Parker Inc. Class A | 1.79% | 8,752,607 | $241.4M | Reduce -8.8% |
| TOST Toast Inc. Class A | 1.72% | 6,360,898 | $232.2M | Reduce -37.9% |
| ESAB Esab Corp. | 1.61% | 1,945,854 | $217.4M | Add +40.5% |
| RKT Rocket Cos Inc. Class A | 1.58% | 10,991,236 | $213.0M | New |
| YOU Clear Secure Inc. Class A | 1.57% | 6,366,367 | $212.5M | Reduce -15.0% |
| CBZ Cbiz Inc. | 1.54% | 3,925,067 | $207.9M | New |
| OPCH Option Care Health Inc. | 1.53% | 7,431,769 | $206.3M | Reduce -9.8% |
| WIX Wix.com Ltd. | 1.36% | 1,031,844 | $183.3M | New |
| HUBS HubSpot Inc. | 1.13% | 326,711 | $152.8M | Reduce -45.6% |
| VSEC Vse Corp. | 1.07% | 865,017 | $143.8M | No change |
| APP AppLovin Corp. Class A | 1.00% | 187,836 | $135.0M | No change |
| CLH Clean Harbors Inc. | 0.99% | 573,666 | $133.2M | New |
| FND Floor & Decor Holdings Inc. Class A | 0.90% | 1,645,369 | $121.3M | Add +17.7% |
| GSHD Goosehead Insurance Inc. Class A | 0.85% | 1,542,186 | $114.8M | Add +126.5% |
| MASI Masimo Corp. | 0.68% | 620,619 | $91.6M | Reduce -46.7% |
| TECH Bio-Techne Corp. | 0.58% | 1,395,966 | $77.7M | New |
| AUR Aurora Innovation Inc. | 0.48% | 12,044,163 | $64.9M | Reduce -41.0% |
| RH RH | 0.33% | 221,434 | $45.0M | Reduce -65.7% |
| BIRK Birkenstock Holding PLC | 0.30% | 886,660 | $40.1M | New |
| XMTR Xometry Inc. Class A | 0.27% | 669,274 | $36.5M | New |
| ROP Roper Technologies Inc. | 0.21% | 56,448 | $28.2M | Reduce -82.9% |
| OM Outset Medical Inc. | 0.11% | 1,023,706 | $14.5M | Reduce -38.2% |
| VIA Via Transportation Inc. Class A | 0.07% | 200,000 | $9.6M | New |
| SG Sweetgreen Inc. Class A | 0.04% | 663,890 | $5.3M | Reduce -69.0% |
Portfolio Sells Q2 2025 → Q3 2025
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −4.24 |
| INTU Intuit Inc. | Reduce -44.1% | 2.21% | −2.45 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -15.6% | 3.23% | −1.78 |
| DSGX The Descartes Systems Grp | Sold out | 0.00% | −1.73 |
| TOST Toast Inc. Class A | Reduce -37.9% | 1.72% | −1.72 |
| HUBS HubSpot Inc. | Reduce -45.6% | 1.13% | −1.40 |
| DUOL Duolingo | Reduce -18.5% | 2.09% | −1.25 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −1.21 |
| ROP Roper Technologies Inc. | Reduce -82.9% | 0.21% | −1.21 |
| MASI Masimo Corp. | Reduce -46.7% | 0.68% | −0.80 |
| RH RH | Reduce -65.7% | 0.33% | −0.59 |
| EVH Evolent Health Inc. Class A | Sold out | 0.00% | −0.55 |
| OPCH Option Care Health Inc. | Reduce -9.8% | 1.53% | −0.50 |
| AFRM Affirm Holdings Inc. | Reduce -15.2% | 3.39% | −0.47 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −0.45 |
| PTC PTC Inc. | Sold out | 0.00% | −0.36 |
| AUR Aurora Innovation Inc. | Reduce -41.0% | 0.48% | −0.33 |
| APG Api Group Corp. | Reduce -6.5% | 3.79% | −0.31 |
| SG Sweetgreen Inc. Class A | Reduce -69.0% | 0.04% | −0.20 |
| OM Outset Medical Inc. | Reduce -38.2% | 0.11% | −0.13 |
| RBLX Roblox Corp. Class A | Reduce -23.1% | 3.62% | −0.03 |
| YOU Clear Secure Inc. Class A | Reduce -15.0% | 1.57% | +0.00 |
| WRBY Warby Parker Inc. Class A | Reduce -8.8% | 1.79% | +0.19 |
Portfolio Buys Q2 2025 → Q3 2025
| FIG Figma Inc. Class A | New | 2.06% | +2.06 |
| FERG Ferguson Enterprises Inc. | New | 1.81% | +1.81 |
| FLUT Flutter Entertainment PLC-Di | Add +274.1% | 2.34% | +1.62 |
| RKT Rocket Cos Inc. Class A | New | 1.58% | +1.58 |
| CBZ Cbiz Inc. | New | 1.54% | +1.54 |
| DASH DoorDash Inc. Class A | Add +62.8% | 3.37% | +1.45 |
| WIX Wix.com Ltd. | New | 1.36% | +1.36 |
| CLH Clean Harbors Inc. | New | 0.99% | +0.99 |
| ENTG Entegris Inc. | Add +23.2% | 2.58% | +0.71 |
| XPO Xpo Inc. | Add +20.5% | 4.15% | +0.71 |
| CIGI Colliers Intl GR-Subord Vot | Add +2.0% | 4.28% | +0.70 |
| AYI Acuity Inc. | Add +9.1% | 3.48% | +0.66 |
| VEEV Veeva Systems Inc. Class A | Add +28.9% | 2.78% | +0.65 |
| BKNG Booking Holdings Inc. | Add +48.3% | 2.21% | +0.58 |
| TECH Bio-Techne Corp. | New | 0.58% | +0.58 |
| WST West Pharmaceutical Services | Add +12.7% | 2.28% | +0.56 |
| ESAB Esab Corp. | Add +40.5% | 1.61% | +0.35 |
| CPNG Coupang Inc. | Add +0.4% | 5.93% | +0.31 |
| GSHD Goosehead Insurance Inc. Class A | Add +126.5% | 0.85% | +0.31 |
| BIRK Birkenstock Holding PLC | New | 0.30% | +0.30 |
| XMTR Xometry Inc. Class A | New | 0.27% | +0.27 |
| PRVA Privia Health Group Inc. | Add +1.8% | 2.16% | +0.16 |
| FSV Firstservice Corp. | Add +12.9% | 2.71% | +0.11 |
| MELI MercadoLibre Inc. | Add +18.6% | 3.04% | +0.11 |
| FND Floor & Decor Holdings Inc. Class A | Add +17.7% | 0.90% | +0.09 |
| VIA Via Transportation Inc. Class A | New | 0.07% | +0.07 |
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 |