Institutional
Durable Capital Partners LP
CIK 0001798849
$9.71B
Reported AUM
37
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | RBC | RBC BEARINGS INC | $591.85 | 0.30% | 54.76% | 162.10% | $1.24B | 12.72% | −69,275 | −3.0% |
| 2 | DASH | DOORDASH INC | $156.80 | -2.04% | -28.22% | -10.03% | $642.0M | 6.61% | +697,261 | +19.5% |
| 3 | MELI | MERCADOLIBRE INC | $1607.80 | -1.65% | -35.23% | 2.49% | $606.6M | 6.24% | +42,913 | +13.9% |
| 4 | APG | API GROUP CORP | $41.98 | -0.99% | 29.20% | 174.74% | $598.7M | 6.16% | −242,142 | −1.6% |
| 5 | Q | QNITY ELECTRONICS INC | $142.05 | -8.24% | 49.81% | 75.51% | $587.1M | 6.04% | +2,287,247 | +81.7% |
| 6 | XPO | XPO INC | $218.94 | -0.15% | 84.81% | 356.44% | $571.2M | 5.88% | −1,013,166 | −25.7% |
| 7 | FERG | FERGUSON ENTERPRISES INC | $229.58 | -0.44% | 10.91% | 81.16% | $511.3M | 5.26% | +630,633 | +40.4% |
| 8 | MDLN | MEDLINE INC | $33.61 | -2.44% | -19.30% | -23.96% | $323.3M | 3.33% | +365,853 | +5.3% |
| 9 | CVNA | CARVANA CO | $66.51 | 0.48% | -2.61% | -1.48% | $313.0M | 3.22% | +70,696 | +7.6% |
| 10 | CLH | CLEAN HARBORS INC | $283.03 | -1.35% | 25.25% | 197.93% | $301.3M | 3.10% | +216,210 | +25.9% |
| 11 | ULS | UL SOLUTIONS INC | $96.81 | -2.41% | 36.92% | 155.77% | $282.1M | 2.90% | +727,993 | +28.4% |
| 12 | RKT | ROCKET COS INC | $12.65 | -4.38% | -0.94% | -16.53% | $275.1M | 2.83% | +1,835,528 | +10.5% |
| 13 | FOUR | SHIFT4 PMTS INC | $38.08 | -3.08% | -59.66% | -57.30% | $269.6M | 2.78% | −441,176 | −6.7% |
| 14 | VSEC | VSE CORP | $180.56 | -1.83% | 35.43% | 271.74% | $259.0M | 2.67% | +525,543 | +59.8% |
| 15 | AFRM | AFFIRM HLDGS INC | $63.61 | -7.41% | 7.96% | 12.94% | $258.9M | 2.66% | +1,968,261 | +53.5% |
| 16 | IWM | ISHARES TR | $281.65 | -3.55% | 34.35% | 35.27% | $254.8M | 2.62% | +930,838 | +961.8% |
| 17 | PRVA | PRIVIA HEALTH GROUP INC | $21.63 | 1.22% | -6.73% | -47.88% | $248.6M | 2.56% | — | HELD |
| 18 | CPNG | COUPANG INC | $15.15 | -8.35% | -46.75% | -58.29% | $242.9M | 2.50% | −11,586,179 | −47.4% |
| 19 | OPCH | OPTION CARE HEALTH INC | $20.51 | 2.19% | -35.71% | -1.01% | $242.0M | 2.49% | — | HELD |
| 20 | TECH | BIO-TECHNE CORP | $52.74 | 1.43% | 7.42% | -55.90% | $232.9M | 2.40% | +2,367,126 | +113.3% |
| 21 | WIX | WIX COM LTD | $49.19 | -6.12% | -65.61% | -82.46% | $183.9M | 1.89% | +2,041,688 | NEW |
| 22 | CRH | CRH PLC | $105.06 | -1.42% | 14.34% | 140.07% | $155.3M | 1.60% | +1,477,777 | NEW |
| 23 | YOU | CLEAR SECURE INC | $54.52 | 0.07% | 112.40% | 24.32% | $143.9M | 1.48% | −489,954 | −14.2% |
| 24 | WRBY | WARBY PARKER INC | $22.72 | -5.80% | 5.28% | -57.93% | $134.8M | 1.39% | −914,092 | −12.5% |
| 25 | SHOP | SHOPIFY INC | $109.54 | -5.60% | -1.68% | -26.97% | $115.3M | 1.19% | −1,071,405 | −52.4% |
| 26 | ENTG | ENTEGRIS INC | $131.56 | 4.90% | 72.62% | 5.96% | $113.9M | 1.17% | +971,701 | NEW |
| 27 | FN | FABRINET | $621.25 | -13.09% | 164.42% | 557.27% | $112.9M | 1.16% | +216,472 | NEW |
| 28 | AYI | ACUITY INC | $302.04 | -1.94% | 12.18% | 74.53% | $99.7M | 1.03% | −459,593 | −56.4% |
| 29 | CIGI | COLLIERS INTL GROUP INC | $97.16 | -0.35% | -22.78% | -23.57% | $88.6M | 0.91% | −2,540,921 | −75.4% |
| 30 | AIT | APPLIED INDL TECHNOLOGIES IN | $316.32 | 0.33% | 36.95% | 268.31% | $78.7M | 0.81% | +296,601 | NEW |
| 31 | FLS | FLOWSERVE CORP | $73.50 | -2.55% | — | — | $70.0M | 0.72% | +951,798 | NEW |
| 32 | GSHD | GOOSEHEAD INS INC | $38.35 | 7.06% | — | — | $66.7M | 0.69% | — | HELD |
| 33 | ANDG | ANDERSEN GROUP INC | $36.32 | -5.37% | — | — | $45.4M | 0.47% | — | HELD |
| 34 | RBLX | ROBLOX CORP | $41.82 | -3.53% | — | — | $36.6M | 0.38% | −516,301 | −44.4% |
| 35 | AUR | AURORA INNOVATION INC | $6.22 | -1.51% | — | — | $6.1M | 0.06% | −5,282,549 | −78.0% |
| 36 | ESAB | ESAB CORPORATION | $87.98 | 0.03% | — | — | $3.3M | 0.03% | +34,315 | NEW |
| 37 | XMTR | XOMETRY INC | $83.74 | 3.82% | — | — | $2.3M | 0.02% | +55,405 | NEW |
| 38 | VEEV | VEEVA SYS INC | $172.61 | -3.35% | — | — | — | — | −951,896 | EXITED |
| 39 | DSGX | DESCARTES SYS GROUP INC | $75.46 | -3.14% | — | — | — | — | −1,710,202 | EXITED |
| 40 | SRAD | SPORTRADAR GROUP AG | $15.00 | 7.91% | — | — | — | — | −5,956,331 | EXITED |
| 41 | TWLO | TWILIO INC | $225.99 | -4.50% | — | — | — | — | −962,089 | EXITED |
| 42 | APP | APPLOVIN CORP | $557.20 | -0.30% | — | — | — | — | −163,405 | EXITED |
| 43 | BKNG | BOOKING HOLDINGS INC | $165.84 | -0.99% | — | — | — | — | −18,274 | EXITED |
| 44 | CBZ | CBIZ INC | $33.76 | -0.52% | — | — | — | — | −1,631,969 | EXITED |
| 45 | TOST | TOAST INC | $24.64 | -2.30% | — | — | — | — | −2,299,023 | EXITED |
| 46 | FSV | FIRSTSERVICE CORP NEW | $140.68 | 0.76% | — | — | — | — | −436,598 | EXITED |
| 47 | FIG | FIGMA INC | $21.75 | -3.38% | — | — | — | — | −1,727,263 | EXITED |
| 48 | DUOL | DUOLINGO INC | $109.03 | -0.11% | — | — | — | — | −119,181 | EXITED |
Source: SEC EDGAR · accession 0001798849-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.