Durable Capital Partners LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Durable Capital Partners LP reported 37 stock positions worth $9.7 billion. Its top holding was RBC Bearings (RBC) at 12.7% of the portfolio, followed by DoorDash Class A (DASH, 6.6%) and MercadoLibre (MELI, 6.2%). Compared with Q4 2025, it opened 8 new positions, sold out of 11, added to 13 and reduced 12. The biggest buy was Qnity Electronics (Q, shares +82%) and the biggest sale Colliers Intl GR-Subord Vot (CIGI, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0001798849
- Portfolio Value
- $9.7B (Q1 2026)
- SEC Filing
- 0001798849-26-000006 ↗ filed May 15, 2026
Holdings Value
Holdings 37 stocks · $9.7B
| RBC RBC Bearings Inc. | 12.72% | 2,275,636 | $1.2B | Reduce -3.0% |
| DASH DoorDash Inc. Class A | 6.61% | 4,276,006 | $642.0M | Add +19.5% |
| MELI MercadoLibre Inc. | 6.24% | 350,845 | $606.6M | Add +13.9% |
| APG Api Group Corp. | 6.16% | 14,775,236 | $598.7M | Reduce -1.6% |
| Q Qnity Electronics Inc. | 6.04% | 5,088,108 | $587.1M | Add +81.7% |
| XPO Xpo Inc. | 5.88% | 2,935,934 | $571.2M | Reduce -25.7% |
| FERG Ferguson Enterprises Inc. | 5.26% | 2,191,975 | $511.3M | Add +40.4% |
| MDLN Medline Inc. Class A | 3.33% | 7,265,853 | $323.3M | Add +5.3% |
| CVNA Carvana Co. | 3.22% | 995,741 | $313.0M | Add +7.6% |
| CLH Clean Harbors Inc. | 3.10% | 1,050,973 | $301.3M | Add +25.9% |
| ULS Ul Solutions Inc. Class A | 2.90% | 3,291,516 | $282.1M | Add +28.4% |
| RKT Rocket Cos Inc. Class A | 2.83% | 19,305,725 | $275.1M | Add +10.5% |
| FOUR SHIFT4 Payments Inc. Class A | 2.78% | 6,165,793 | $269.6M | Reduce -6.7% |
| VSEC Vse Corp. | 2.67% | 1,404,771 | $259.0M | Add +59.8% |
| AFRM Affirm Holdings Inc. | 2.66% | 5,649,434 | $258.9M | Add +53.5% |
| IWM iShares Russell 2000 ETF | 2.62% | 1,027,614 | $254.8M | Add +961.9% |
| PRVA Privia Health Group Inc. | 2.56% | 12,087,843 | $248.6M | No change |
| CPNG Coupang Inc. | 2.50% | 12,866,806 | $242.9M | Reduce -47.4% |
| OPCH Option Care Health Inc. | 2.49% | 8,991,254 | $242.0M | No change |
| TECH Bio-Techne Corp. | 2.40% | 4,456,017 | $232.9M | Add +113.3% |
| WIX Wix.com Ltd. | 1.89% | 2,041,688 | $183.9M | New |
| CRH CRH PLC | 1.60% | 1,477,777 | $155.3M | New |
| YOU Clear Secure Inc. Class A | 1.48% | 2,971,595 | $143.9M | Reduce -14.2% |
| WRBY Warby Parker Inc. Class A | 1.39% | 6,396,513 | $134.8M | Reduce -12.5% |
| SHOP Shopify Inc. Class A | 1.19% | 971,814 | $115.3M | Reduce -52.4% |
| ENTG Entegris Inc. | 1.17% | 971,701 | $113.9M | New |
| FN Fabrinet | 1.16% | 216,472 | $112.9M | New |
| AYI Acuity Inc. | 1.03% | 355,729 | $99.7M | Reduce -56.4% |
| CIGI Colliers Intl GR-Subord Vot | 0.91% | 828,839 | $88.6M | Reduce -75.4% |
| AIT Applied Industrial Tech Inc. | 0.81% | 296,601 | $78.7M | New |
| FLS Flowserve Corp. | 0.72% | 951,798 | $70.0M | New |
| GSHD Goosehead Insurance Inc. Class A | 0.69% | 1,562,969 | $66.7M | No change |
| ANDG Andersen Group Inc. Class A | 0.47% | 1,670,485 | $45.4M | No change |
| RBLX Roblox Corp. Class A | 0.38% | 646,429 | $36.6M | Reduce -44.4% |
| AUR Aurora Innovation Inc. | 0.06% | 1,486,036 | $6.1M | Reduce -78.0% |
| ESAB Esab Corp. | 0.03% | 34,315 | $3.3M | New |
| XMTR Xometry Inc. Class A | 0.02% | 55,405 | $2.3M | New |
Portfolio Sells Q4 2025 → Q1 2026
| CIGI Colliers Intl GR-Subord Vot | Reduce -75.4% | 0.91% | −3.78 |
| CPNG Coupang Inc. | Reduce -47.4% | 2.50% | −2.96 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −2.01 |
| SHOP Shopify Inc. Class A | Reduce -52.4% | 1.19% | −1.93 |
| AYI Acuity Inc. | Reduce -56.4% | 1.03% | −1.75 |
| DSGX The Descartes Systems Grp | Sold out | 0.00% | −1.42 |
| SRAD Sportradar Group AG-A | Sold out | 0.00% | −1.34 |
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −1.29 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -6.7% | 2.78% | −1.16 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −1.04 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.93 |
| CBZ Cbiz Inc. | Sold out | 0.00% | −0.78 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.77 |
| FSV Firstservice Corp. | Sold out | 0.00% | −0.64 |
| FIG Figma Inc. Class A | Sold out | 0.00% | −0.61 |
| RBLX Roblox Corp. Class A | Reduce -44.4% | 0.38% | −0.52 |
| DUOL Duolingo | Sold out | 0.00% | −0.20 |
| AUR Aurora Innovation Inc. | Reduce -78.0% | 0.06% | −0.18 |
| WRBY Warby Parker Inc. Class A | Reduce -12.5% | 1.39% | −0.12 |
| YOU Clear Secure Inc. Class A | Reduce -14.2% | 1.48% | +0.33 |
| APG Api Group Corp. | Reduce -1.6% | 6.16% | +0.73 |
| XPO Xpo Inc. | Reduce -25.7% | 5.88% | +0.80 |
| RBC RBC Bearings Inc. | Reduce -3.0% | 12.72% | +2.77 |
Portfolio Buys Q4 2025 → Q1 2026
| Q Qnity Electronics Inc. | Add +81.7% | 6.04% | +3.88 |
| IWM iShares Russell 2000 ETF | Add +961.9% | 2.62% | +2.40 |
| FERG Ferguson Enterprises Inc. | Add +40.4% | 5.26% | +1.97 |
| WIX Wix.com Ltd. | New | 1.89% | +1.89 |
| CRH CRH PLC | New | 1.60% | +1.60 |
| CLH Clean Harbors Inc. | Add +25.9% | 3.10% | +1.25 |
| TECH Bio-Techne Corp. | Add +113.3% | 2.40% | +1.23 |
| VSEC Vse Corp. | Add +59.8% | 2.67% | +1.23 |
| ENTG Entegris Inc. | New | 1.17% | +1.17 |
| FN Fabrinet | New | 1.16% | +1.16 |
| ULS Ul Solutions Inc. Class A | Add +28.4% | 2.90% | +0.99 |
| AIT Applied Industrial Tech Inc. | New | 0.81% | +0.81 |
| FLS Flowserve Corp. | New | 0.72% | +0.72 |
| MDLN Medline Inc. Class A | Add +5.3% | 3.33% | +0.59 |
| MELI MercadoLibre Inc. | Add +13.9% | 6.24% | +0.38 |
| AFRM Affirm Holdings Inc. | Add +53.5% | 2.66% | +0.07 |
| ESAB Esab Corp. | New | 0.03% | +0.03 |
| XMTR Xometry Inc. Class A | New | 0.02% | +0.02 |
| RKT Rocket Cos Inc. Class A | Add +10.5% | 2.83% | −0.37 |
| CVNA Carvana Co. | Add +7.6% | 3.22% | −0.47 |
| DASH DoorDash Inc. Class A | Add +19.5% | 6.61% | −1.06 |
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 |