Durable Capital Partners LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Durable Capital Partners LP reported 40 stock positions worth $10.6 billion. Its top holding was RBC Bearings (RBC) at 10.0% of the portfolio, followed by DoorDash Class A (DASH, 7.7%) and MercadoLibre (MELI, 5.9%). Compared with Q3 2025, it opened 8 new positions, sold out of 16, added to 13 and reduced 19. The biggest buy was DoorDash Class A (DASH, shares +114%) and the biggest sale Roblox Class A (RBLX, shares −67%).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0001798849
- Portfolio Value
- $10.6B (Q4 2025)
- SEC Filing
- 0001798849-26-000003 ↗ filed Feb 17, 2026
Holdings Value
Holdings 40 stocks · $10.6B
| RBC RBC Bearings Inc. | 9.95% | 2,344,911 | $1.1B | Reduce -7.0% |
| DASH DoorDash Inc. Class A | 7.67% | 3,578,745 | $810.5M | Add +114.1% |
| MELI MercadoLibre Inc. | 5.87% | 307,932 | $620.3M | Add +75.5% |
| CPNG Coupang Inc. | 5.46% | 24,452,985 | $576.8M | Reduce -1.5% |
| APG Api Group Corp. | 5.44% | 15,017,378 | $574.6M | Add +0.8% |
| XPO Xpo Inc. | 5.08% | 3,949,100 | $536.7M | Reduce -8.8% |
| CIGI Colliers Intl GR-Subord Vot | 4.69% | 3,369,760 | $495.4M | Reduce -8.9% |
| FOUR SHIFT4 Payments Inc. Class A | 3.94% | 6,606,969 | $416.0M | Add +17.4% |
| CVNA Carvana Co. | 3.69% | 925,045 | $390.4M | Add +3.6% |
| FERG Ferguson Enterprises Inc. | 3.29% | 1,561,342 | $347.6M | Add +43.4% |
| RKT Rocket Cos Inc. Class A | 3.20% | 17,470,197 | $338.2M | Add +59.0% |
| SHOP Shopify Inc. Class A | 3.11% | 2,043,219 | $328.9M | Reduce -55.0% |
| AYI Acuity Inc. | 2.78% | 815,322 | $293.5M | Reduce -40.2% |
| MDLN Medline Inc. Class A | 2.74% | 6,900,000 | $289.8M | New |
| PRVA Privia Health Group Inc. | 2.71% | 12,087,843 | $286.6M | Add +3.4% |
| OPCH Option Care Health Inc. | 2.71% | 8,991,254 | $286.5M | Add +21.0% |
| AFRM Affirm Holdings Inc. | 2.59% | 3,681,173 | $274.0M | Reduce -41.3% |
| Q Qnity Electronics Inc. | 2.16% | 2,800,861 | $228.7M | New |
| VEEV Veeva Systems Inc. Class A | 2.01% | 951,896 | $212.5M | Reduce -24.4% |
| ULS Ul Solutions Inc. Class A | 1.91% | 2,563,523 | $202.2M | New |
| CLH Clean Harbors Inc. | 1.85% | 834,763 | $195.7M | Add +45.5% |
| WRBY Warby Parker Inc. Class A | 1.51% | 7,310,605 | $159.3M | Reduce -16.5% |
| VSEC Vse Corp. | 1.44% | 879,228 | $151.9M | Add +1.6% |
| DSGX The Descartes Systems Grp | 1.42% | 1,710,202 | $149.9M | New |
| SRAD Sportradar Group AG-A | 1.34% | 5,956,331 | $141.6M | New |
| TWLO Twilio Inc. Class A | 1.29% | 962,089 | $136.8M | New |
| TECH Bio-Techne Corp. | 1.16% | 2,088,891 | $122.8M | Add +49.6% |
| YOU Clear Secure Inc. Class A | 1.15% | 3,461,549 | $121.4M | Reduce -45.6% |
| GSHD Goosehead Insurance Inc. Class A | 1.09% | 1,562,969 | $115.1M | Add +1.4% |
| APP AppLovin Corp. Class A | 1.04% | 163,405 | $110.1M | Reduce -13.0% |
| BKNG Booking Holdings Inc. | 0.93% | 18,274 | $97.9M | Reduce -67.0% |
| RBLX Roblox Corp. Class A | 0.89% | 1,162,730 | $94.2M | Reduce -67.1% |
| CBZ Cbiz Inc. | 0.78% | 1,631,969 | $82.3M | Reduce -58.4% |
| TOST Toast Inc. Class A | 0.77% | 2,299,023 | $81.6M | Reduce -63.9% |
| FSV Firstservice Corp. | 0.64% | 436,598 | $67.9M | Reduce -80.3% |
| FIG Figma Inc. Class A | 0.61% | 1,727,263 | $64.5M | Reduce -67.8% |
| ANDG Andersen Group Inc. Class A | 0.41% | 1,670,485 | $43.3M | New |
| AUR Aurora Innovation Inc. | 0.25% | 6,768,585 | $26.0M | Reduce -43.8% |
| IWM iShares Russell 2000 ETF | 0.23% | 96,776 | $23.8M | New |
| DUOL Duolingo | 0.20% | 119,181 | $20.9M | Reduce -86.4% |
Portfolio Sells Q3 2025 → Q4 2025
| RBLX Roblox Corp. Class A | Reduce -67.1% | 0.89% | −2.73 |
| ENTG Entegris Inc. | Sold out | 0.00% | −2.58 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −2.34 |
| WST West Pharmaceutical Services | Sold out | 0.00% | −2.28 |
| INTU Intuit Inc. | Sold out | 0.00% | −2.21 |
| FSV Firstservice Corp. | Reduce -80.3% | 0.64% | −2.06 |
| SHOP Shopify Inc. Class A | Reduce -55.0% | 3.11% | −1.89 |
| DUOL Duolingo | Reduce -86.4% | 0.20% | −1.89 |
| ESAB Esab Corp. | Sold out | 0.00% | −1.61 |
| FIG Figma Inc. Class A | Reduce -67.8% | 0.61% | −1.45 |
| WIX Wix.com Ltd. | Sold out | 0.00% | −1.36 |
| BKNG Booking Holdings Inc. | Reduce -67.0% | 0.93% | −1.29 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −1.13 |
| TOST Toast Inc. Class A | Reduce -63.9% | 0.77% | −0.95 |
| FND Floor & Decor Holdings Inc. Class A | Sold out | 0.00% | −0.90 |
| AFRM Affirm Holdings Inc. | Reduce -41.3% | 2.59% | −0.80 |
| VEEV Veeva Systems Inc. Class A | Reduce -24.4% | 2.01% | −0.77 |
| CBZ Cbiz Inc. | Reduce -58.4% | 0.78% | −0.76 |
| AYI Acuity Inc. | Reduce -40.2% | 2.78% | −0.70 |
| MASI Masimo Corp. | Sold out | 0.00% | −0.68 |
| CPNG Coupang Inc. | Reduce -1.5% | 5.46% | −0.47 |
| YOU Clear Secure Inc. Class A | Reduce -45.6% | 1.15% | −0.43 |
| RH RH | Sold out | 0.00% | −0.33 |
| BIRK Birkenstock Holding PLC | Sold out | 0.00% | −0.30 |
| WRBY Warby Parker Inc. Class A | Reduce -16.5% | 1.51% | −0.28 |
| XMTR Xometry Inc. Class A | Sold out | 0.00% | −0.27 |
| AUR Aurora Innovation Inc. | Reduce -43.8% | 0.25% | −0.24 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.21 |
| OM Outset Medical Inc. | Sold out | 0.00% | −0.11 |
| VIA Via Transportation Inc. Class A | Sold out | 0.00% | −0.07 |
| SG Sweetgreen Inc. Class A | Sold out | 0.00% | −0.04 |
| APP AppLovin Corp. Class A | Reduce -13.0% | 1.04% | +0.04 |
| CIGI Colliers Intl GR-Subord Vot | Reduce -8.9% | 4.69% | +0.41 |
| XPO Xpo Inc. | Reduce -8.8% | 5.08% | +0.93 |
| RBC RBC Bearings Inc. | Reduce -7.0% | 9.95% | +2.66 |
Portfolio Buys Q3 2025 → Q4 2025
| DASH DoorDash Inc. Class A | Add +114.1% | 7.67% | +4.30 |
| MELI MercadoLibre Inc. | Add +75.5% | 5.87% | +2.83 |
| MDLN Medline Inc. Class A | New | 2.74% | +2.74 |
| Q Qnity Electronics Inc. | New | 2.16% | +2.16 |
| ULS Ul Solutions Inc. Class A | New | 1.91% | +1.91 |
| APG Api Group Corp. | Add +0.8% | 5.44% | +1.64 |
| RKT Rocket Cos Inc. Class A | Add +59.0% | 3.20% | +1.62 |
| FERG Ferguson Enterprises Inc. | Add +43.4% | 3.29% | +1.48 |
| DSGX The Descartes Systems Grp | New | 1.42% | +1.42 |
| SRAD Sportradar Group AG-A | New | 1.34% | +1.34 |
| TWLO Twilio Inc. Class A | New | 1.29% | +1.29 |
| CVNA Carvana Co. | Add +3.6% | 3.69% | +1.20 |
| OPCH Option Care Health Inc. | Add +21.0% | 2.71% | +1.18 |
| CLH Clean Harbors Inc. | Add +45.5% | 1.85% | +0.86 |
| FOUR SHIFT4 Payments Inc. Class A | Add +17.4% | 3.94% | +0.71 |
| TECH Bio-Techne Corp. | Add +49.6% | 1.16% | +0.59 |
| PRVA Privia Health Group Inc. | Add +3.4% | 2.71% | +0.55 |
| ANDG Andersen Group Inc. Class A | New | 0.41% | +0.41 |
| VSEC Vse Corp. | Add +1.6% | 1.44% | +0.37 |
| GSHD Goosehead Insurance Inc. Class A | Add +1.4% | 1.09% | +0.24 |
| IWM iShares Russell 2000 ETF | New | 0.23% | +0.23 |
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 |