Back to Durable Capital Partners LP
Q2 2026 13F filing
Updated 27 days ago36 disclosed positions worth $10.3B
Portfolio value
$10.3B
Total holdings
36
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R RBC RBC BEARINGS INC | $1.1B | 1.71M | 10.70% | — |
| 2 | D DASH DOORDASH INC | $766.6M | 4.15M | 7.46% | — |
| 3 | Q Q QNITY ELECTRONICS INC | $743.6M | 4.55M | 7.23% | — |
| 4 | F FERG FERGUSON ENTERPRISES INC | $707.2M | 2.98M | 6.88% | — |
| 5 | M MELI MERCADOLIBRE INC | $523.9M | 308.7K | 5.10% | — |
| 6 | A APG API GROUP CORP | $513.8M | 12.13M | 5.00% | — |
| 7 | W WYNN XPO INC | $497.8M | 2.42M | 4.84% | — |
| 8 | C CVNA CARVANA CO | $442.4M | 6.72M | 4.30% | — |
| 9 | M MAIR MADISON AIR SOLUTIONS CORP | $397.7M | 10.20M | 3.87% | — |
| 10 | T TWLO TWILIO INC | $380.9M | 1.85M | 3.70% | — |
| 11 | A AFRM AFFIRM HLDGS INC | $360.9M | 4.43M | 3.51% | — |
| 12 | F FN FABRINET | $339.1M | 603.3K | 3.30% | — |
| 13 | P PRVA PRIVIA HEALTH GROUP INC | $299.4M | 11.64M | 2.91% | — |
| 14 | U ULS UL SOLUTIONS INC | $299.2M | 2.94M | 2.91% | — |
| 15 | R RH CRH PLC | $285.2M | 2.67M | 2.77% | — |
| 16 | S SHOP SHOPIFY INC | $266.7M | 2.34M | 2.59% | — |
| 17 | C CLH CLEAN HARBORS INC | $266.6M | 892.4K | 2.59% | — |
| 18 | R RKLB ROCKET COS INC | $259.7M | 16.49M | 2.53% | — |
| 19 | V VSECU VSE CORP | $224M | 980.3K | 2.18% | — |
| 20 | F FLS FLOWSERVE CORP | $215.9M | 2.91M | 2.10% | — |
| 21 | F FOUR-PA SHIFT4 PMTS INC | $215.2M | 4.42M | 2.09% | — |
| 22 | W WRBY WARBY PARKER INC | $194.1M | 6.40M | 1.89% | — |
| 23 | O OPCH OPTION CARE HEALTH INC | $129.3M | 6.16M | 1.26% | — |
| 24 | M MDLN MEDLINE INC | $103.6M | 2.63M | 1.01% | — |
| 25 | X XMTR XOMETRY INC | $98M | 1.01M | 0.95% | — |
| 26 | W WIX WIX COM LTD | $92.6M | 2.04M | 0.90% | — |
| 27 | G GSHD GOOSEHEAD INS INC | $89.1M | 1.84M | 0.87% | — |
| 28 | A AUROW AURORA INNOVATION INC | $74.3M | 10.89M | 0.72% | — |
| 29 | C CPNG COUPANG INC | $67.4M | 3.88M | 0.66% | — |
| 30 | A ANDG ANDERSEN GROUP INC | $63M | 1.67M | 0.61% | — |
| 31 | A AIT APPLIED INDL TECHNOLOGIES IN | $54.8M | 162.1K | 0.53% | — |
| 32 | E ENTG ENTEGRIS INC | $52.7M | 293.1K | 0.51% | — |
| 33 | R ROL ROLLINS INC | $48.7M | 1.17M | 0.47% | — |
| 34 | A AGL AGILON HEALTH INC | $47.2M | 440.6K | 0.46% | — |
| 35 | T TECH BIO-TECHNE CORP | $35.5M | 502.0K | 0.34% | — |
| 36 | A AYI ACUITY INC | $25.9M | 68.6K | 0.25% | — |