Durable Capital Partners LP
Bethesda, MD
$10.3bn in 36 US stocks at the end of 30 June 2026. The top 10 are 59.1% of the money. It changed about 22.9% of the portfolio this quarter.
Value
$10.3bn
Stocks
36
Top 10 share
59.1%
Turnover
22.9%
What changed this quarter
New
Bought for the first time this quarter.
- Madison Air SolutionsMAIR3.9% of the fund
- TwilioTWLO3.7% of the fund
- RollinsROL0.5% of the fund
- agilon healthAGL0.5% of the fund
Added
Bought more of a stock they already held.
- Ferguson EnterprisesFERG6.9% of the fund+36%
- CarvanaCVNA4.3% of the fund+35%
- FabrinetFN3.3% of the fund+179%
- CRH PublicCRH2.8% of the fund+80%
- ShopifySHOP2.6% of the fund+140%
- FlowserveFLS2.1% of the fund+206%
- XometryXMTR1.0% of the fund+1732%
- Goosehead InsuranceGSHD0.9% of the fund+18%
- Aurora InnovationAUR0.7% of the fund+633%
Cut
Sold some of their stake.
- RBC BearingsRBC10.7% of the fund-25%
- DoorDashDASH7.5% of the fund-3%
- Qnity ElectronicsQ7.2% of the fund-11%
- MercadoLibreMELI5.1% of the fund-12%
- APi GroupAPG5.0% of the fund-18%
- XPOXPO4.8% of the fund-17%
- Affirm HoldingsAFRM3.5% of the fund-22%
- Privia Health GroupPRVA2.9% of the fund-4%
- UL SolutionsULS2.9% of the fund-11%
- Clean HarborsCLH2.6% of the fund-15%
- Rocket CompaniesRKT2.5% of the fund-15%
- VSEVSEC2.2% of the fund-30%
- Shift4 PaymentsFOUR2.1% of the fund-28%
- Option Care HealthOPCH1.3% of the fund-31%
- MedlineMDLN1.0% of the fund-64%
- CoupangCPNG0.7% of the fund-70%
- Applied Industrial TechnologiesAIT0.5% of the fund-45%
- EntegrisENTG0.5% of the fund-70%
- Bio-TechneTECH0.3% of the fund-89%
- Acuity Inc. (de)AYI0.3% of the fund-81%
Sold out
Sold their entire stake.
- Ishares TRIWM-100%
- Clear SecureYOU-100%
- Colliers International GroupCIGI-100%
- RobloxRBLX-100%
- EsabESAB-100%
Holdings
- Madison Air SolutionsMAIR
- Share
- 3.9%
- Value
- $398m
- Shares
- 10,196,486
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| RBC BearingsRBC | 10.7% | $1.1bn | 1,708,921 | -25% |
| DoorDashDASH | 7.5% | $767m | 4,154,183 | -3% |
| Qnity ElectronicsQ | 7.2% | $744m | 4,553,414 | -11% |
| Ferguson EnterprisesFERG | 6.9% | $707m | 2,979,735 | +36% |
| MercadoLibreMELI | 5.1% | $524m | 308,663 | -12% |
| APi GroupAPG | 5.0% | $514m | 12,131,313 | -18% |
| XPOXPO | 4.8% | $498m | 2,424,919 | -17% |
| CarvanaCVNA | 4.3% | $442m | 6,720,882 | +35% |
| Madison Air SolutionsMAIR | 3.9% | $398m | 10,196,486 | New |
| TwilioTWLO | 3.7% | $381m | 1,846,153 | New |
| Affirm HoldingsAFRM | 3.5% | $361m | 4,425,406 | -22% |
| FabrinetFN | 3.3% | $339m | 603,340 | +179% |
| Privia Health GroupPRVA | 2.9% | $299m | 11,635,948 | -4% |
| UL SolutionsULS | 2.9% | $299m | 2,937,488 | -11% |
| CRH PublicCRH | 2.8% | $285m | 2,665,296 | +80% |
| ShopifySHOP | 2.6% | $267m | 2,335,694 | +140% |
| Clean HarborsCLH | 2.6% | $267m | 892,405 | -15% |
| Rocket CompaniesRKT | 2.5% | $260m | 16,488,238 | -15% |
| VSEVSEC | 2.2% | $224m | 980,310 | -30% |
| FlowserveFLS | 2.1% | $216m | 2,911,004 | +206% |
| Shift4 PaymentsFOUR | 2.1% | $215m | 4,423,633 | -28% |
| Warby ParkerWRBY | 1.9% | $194m | 6,396,513 | Held |
| Option Care HealthOPCH | 1.3% | $129m | 6,163,722 | -31% |
| MedlineMDLN | 1.0% | $104m | 2,627,321 | -64% |
| XometryXMTR | 1.0% | $98m | 1,014,976 | +1732% |
| Wix.comWIX | 0.9% | $93m | 2,041,688 | Held |
| Goosehead InsuranceGSHD | 0.9% | $89m | 1,837,151 | +18% |
| Aurora InnovationAUR | 0.7% | $74m | 10,889,415 | +633% |
| CoupangCPNG | 0.7% | $67m | 3,881,925 | -70% |
| Andersen GroupANDG | 0.6% | $63m | 1,670,485 | Held |
| Applied Industrial TechnologiesAIT | 0.5% | $55m | 162,070 | -45% |
| EntegrisENTG | 0.5% | $53m | 293,139 | -70% |
| RollinsROL | 0.5% | $49m | 1,165,673 | New |
| agilon healthAGL | 0.5% | $47m | 440,642 | New |
| Bio-TechneTECH | 0.3% | $35m | 501,963 | -89% |
| Acuity Inc. (de)AYI | 0.3% | $26m | 68,646 | -81% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 22.1% since 30 June 2025.
Where the money is
Industrials42.3%
Technology25.6%
Retail & consumer12.4%
Financial services9.0%
Health care7.9%
Materials2.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.