Q1 2026 · 13F-HR
Durable Capital Partners LPholdings as filed
Filed 2026-05-15 · accession 0001798849-26-000006
$9.71B
Reported value
37
Positions
2026-03-31
Period end
The Brief · Durable Capital Partners LP · Q1 2026
AI · grounded in 13F
Durable Capital Partners LP closed its position in Veeva Sys Inc, a move totaling -$212.5M. The fund established new positions in WIX COM LTD for $183.9M and CRH PLC for $155.3M. Additionally, the fund increased its holdings in IWM by 961.8% and Q by 81.7%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 75524B104 | RBC | RBC BEARINGS INC | $1.24B | 12.7% | 2,275,636 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $642.0M | 6.61% | 4,276,006 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $606.6M | 6.24% | 350,845 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $598.7M | 6.16% | 14,775,236 | Common | SOLE |
| 74743L100 | Q | QNITY ELECTRONICS INC | $587.1M | 6.04% | 5,088,108 | Common | SOLE |
| 983793100 | XPO | XPO INC | $571.2M | 5.88% | 2,935,934 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $511.3M | 5.26% | 2,191,975 | Common | SOLE |
| 58507V107 | MDLN | MEDLINE INC | $323.3M | 3.33% | 7,265,853 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $313.0M | 3.22% | 995,741 | Common | SOLE |
| 184496107 | CLH | CLEAN HARBORS INC | $301.3M | 3.10% | 1,050,973 | Common | SOLE |
| 903731107 | ULS | UL SOLUTIONS INC | $282.1M | 2.90% | 3,291,516 | Common | SOLE |
| 77311W101 | RKT | ROCKET COS INC | $275.1M | 2.83% | 19,305,725 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $269.6M | 2.78% | 6,165,793 | Common | SOLE |
| 918284100 | VSEC | VSE CORP | $259.0M | 2.67% | 1,404,771 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $258.9M | 2.66% | 5,649,434 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $254.8M | 2.62% | 1,027,614 | Common | SOLE |
| 74276R102 | PRVA | PRIVIA HEALTH GROUP INC | $248.6M | 2.56% | 12,087,843 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $242.9M | 2.50% | 12,866,806 | Common | SOLE |
| 68404L201 | OPCH | OPTION CARE HEALTH INC | $242.0M | 2.49% | 8,991,254 | Common | SOLE |
| 09073M104 | TECH | BIO-TECHNE CORP | $232.9M | 2.40% | 4,456,017 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $183.9M | 1.89% | 2,041,688 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $155.3M | 1.60% | 1,477,777 | Common | SOLE |
| 18467V109 | YOU | CLEAR SECURE INC | $143.9M | 1.48% | 2,971,595 | Common | SOLE |
| 93403J106 | WRBY | WARBY PARKER INC | $134.8M | 1.39% | 6,396,513 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $115.3M | 1.19% | 971,814 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $113.9M | 1.17% | 971,701 | Common | SOLE |
| G3323L100 | FN | FABRINET | $112.9M | 1.16% | 216,472 | Common | SOLE |
| 00508Y102 | AYI | ACUITY INC | $99.7M | 1.03% | 355,729 | Common | SOLE |
| 194693107 | CIGI | COLLIERS INTL GROUP INC | $88.6M | 0.91% | 828,839 | Common | SOLE |
| 03820C105 | AIT | APPLIED INDL TECHNOLOGIES IN | $78.7M | 0.81% | 296,601 | Common | SOLE |
| 34354P105 | FLS | FLOWSERVE CORP | $70.0M | 0.72% | 951,798 | Common | SOLE |
| 38267D109 | GSHD | GOOSEHEAD INS INC | $66.7M | 0.69% | 1,562,969 | Common | SOLE |
| 033853102 | ANDG | ANDERSEN GROUP INC | $45.4M | 0.47% | 1,670,485 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $36.6M | 0.38% | 646,429 | Common | SOLE |
| 051774107 | AUR | AURORA INNOVATION INC | $6.1M | 0.06% | 1,486,036 | Common | SOLE |
| 29605J106 | ESAB | ESAB CORPORATION | $3.3M | 0.03% | 34,315 | Common | SOLE |
| 98423F109 | XMTR | XOMETRY INC | $2.3M | 0.02% | 55,405 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.