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Durable Capital Partners LP

hedge fundUpdated 27 days ago

Managed by Durable Capital Partners Lp • Latest filing Q2 2026

Portfolio value
$10.3B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$10.6B
Q2 2023$11.3B
Q3 2023$10.9B
Q4 2023$12.7B
Q1 2024$12.9B
Q2 2024$12.2B
Q3 2024$13.7B
Q4 2024$12.3B
Q1 2025$11.2B
Q2 2025$13.2B
Q3 2025$13.5B
Q4 2025$10.6B
Q1 2026$9.7B
Q2 2026$10.3B

Top holdings

36 positions as of Q2 2026

View filing
R
1.RBC

RBC BEARINGS INC

Value
$1.1B
Shares
1.71M
% Port
10.70%
D

DOORDASH INC

Value
$766.6M
Shares
4.15M
% Port
7.46%
Q
3.Q

QNITY ELECTRONICS INC

Value
$743.6M
Shares
4.55M
% Port
7.23%
F

FERGUSON ENTERPRISES INC

Value
$707.2M
Shares
2.98M
% Port
6.88%
M

MERCADOLIBRE INC

Value
$523.9M
Shares
308.7K
% Port
5.10%
A
6.APG

API GROUP CORP

Value
$513.8M
Shares
12.13M
% Port
5.00%
W

XPO INC

Value
$497.8M
Shares
2.42M
% Port
4.84%
C

CARVANA CO

Value
$442.4M
Shares
6.72M
% Port
4.30%
M

MADISON AIR SOLUTIONS CORP

Value
$397.7M
Shares
10.20M
% Port
3.87%
T
10.TWLO

TWILIO INC

Value
$380.9M
Shares
1.85M
% Port
3.70%
A
11.AFRM

AFFIRM HLDGS INC

Value
$360.9M
Shares
4.43M
% Port
3.51%
F
12.FN

FABRINET

Value
$339.1M
Shares
603.3K
% Port
3.30%
P
13.PRVA

PRIVIA HEALTH GROUP INC

Value
$299.4M
Shares
11.64M
% Port
2.91%
U
14.ULS

UL SOLUTIONS INC

Value
$299.2M
Shares
2.94M
% Port
2.91%
R
15.RH

CRH PLC

Value
$285.2M
Shares
2.67M
% Port
2.77%
S
16.SHOP

SHOPIFY INC

Value
$266.7M
Shares
2.34M
% Port
2.59%
C
17.CLH

CLEAN HARBORS INC

Value
$266.6M
Shares
892.4K
% Port
2.59%
R
18.RKLB

ROCKET COS INC

Value
$259.7M
Shares
16.49M
% Port
2.53%
V

VSE CORP

Value
$224M
Shares
980.3K
% Port
2.18%
F
20.FLS

FLOWSERVE CORP

Value
$215.9M
Shares
2.91M
% Port
2.10%

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