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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | RBC | RBC BEARINGS INC | $560.47 | 1.85% | 40.19% | 152.26% | $1.24B | 12.72% | — | HELD |
| 2 | DASH | DOORDASH INC | $191.32 | -1.14% | -22.07% | 1.11% | $642.0M | 6.61% | — | HELD |
| 3 | MELI | MERCADOLIBRE INC | $1846.46 | -0.90% | -22.48% | -1.37% | $606.6M | 6.24% | — | HELD |
| 4 | APG | API GROUP CORP | $38.46 | 0.03% | 10.79% | 151.33% | $598.7M | 6.16% | — | HELD |
| 5 | Q | QNITY ELECTRONICS INC | $133.39 | 8.10% | 30.13% | 52.34% | $587.1M | 6.04% | — | HELD |
| 6 | XPO | XPO INC | $198.54 | -0.42% | 65.92% | 281.67% | $571.2M | 5.88% | — | HELD |
| 7 | FERG | FERGUSON ENTERPRISES INC | $225.72 | -0.21% | 3.39% | 73.05% | $511.3M | 5.26% | — | HELD |
| 8 | MDLN | MEDLINE INC | $38.85 | -3.07% | -6.55% | -11.95% | $323.3M | 3.33% | — | HELD |
| 9 | CVNA | CARVANA CO | $58.85 | -11.26% | -19.00% | -9.19% | $313.0M | 3.22% | — | HELD |
| 10 | CLH | CLEAN HARBORS INC | $315.10 | -3.44% | 34.59% | 207.13% | $301.3M | 3.10% | — | HELD |
| 11 | ULS | UL SOLUTIONS INC | $92.11 | -0.29% | 29.10% | 143.60% | $282.1M | 2.90% | — | HELD |
| 12 | RKT | ROCKET COS INC | $12.98 | -5.22% | -17.17% | -10.18% | $275.1M | 2.83% | — | HELD |
| 13 | FOUR | SHIFT4 PMTS INC | $53.70 | -4.19% | -47.69% | -37.79% | $269.6M | 2.78% | — | HELD |
| 14 | VSEC | VSE CORP | $187.47 | 1.35% | 26.72% | 280.78% | $259.0M | 2.67% | — | HELD |
| 15 | AFRM | AFFIRM HLDGS INC | $72.00 | 2.70% | 6.69% | -26.45% | $258.9M | 2.66% | — | HELD |
| 16 | IWM | ISHARES TR | $290.88 | 0.80% | 35.66% | 35.93% | $254.8M | 2.62% | — | HELD |
| 17 | PRVA | PRIVIA HEALTH GROUP INC | $24.02 | -0.41% | 27.89% | -19.09% | $248.6M | 2.56% | — | HELD |
| 18 | CPNG | COUPANG INC | $15.90 | 4.88% | -47.25% | -49.40% | $242.9M | 2.50% | — | HELD |
| 19 | OPCH | OPTION CARE HEALTH INC | $22.95 | -4.10% | -15.32% | -10.54% | $242.0M | 2.49% | — | HELD |
| 20 | TECH | BIO-TECHNE CORP | $72.14 | 0.15% | 32.02% | -41.01% | $232.9M | 2.40% | — | HELD |
| 21 | WIX | WIX COM LTD | $56.16 | -8.27% | -52.53% | -72.43% | $183.9M | 1.89% | — | HELD |
| 22 | CRH | CRH PLC | $96.32 | -3.39% | 5.44% | 113.99% | $155.3M | 1.60% | — | HELD |
| 23 | YOU | CLEAR SECURE INC | $56.74 | -2.83% | 106.01% | 42.03% | $143.9M | 1.48% | — | HELD |
| 24 | WRBY | WARBY PARKER INC | $26.10 | 0.27% | 10.30% | -51.80% | $134.8M | 1.39% | — | HELD |
| 25 | SHOP | SHOPIFY INC | $124.45 | -3.65% | 8.91% | -15.29% | $115.3M | 1.19% | — | HELD |
| 26 | ENTG | ENTEGRIS INC | $121.45 | 13.49% | 41.93% | -9.20% | $113.9M | 1.17% | — | HELD |
| 27 | FN | FABRINET | $436.06 | 5.20% | 38.33% | 323.24% | $112.9M | 1.16% | — | HELD |
| 28 | AYI | ACUITY INC | $337.89 | 1.24% | 11.10% | 85.50% | $99.7M | 1.03% | — | HELD |
| 29 | CIGI | COLLIERS INTL GROUP INC | $99.05 | -2.13% | -32.73% | -26.63% | $88.6M | 0.91% | — | HELD |
| 30 | AIT | APPLIED INDL TECHNOLOGIES IN | $334.89 | 0.16% | 28.08% | 295.02% | $78.7M | 0.81% | — | HELD |
| 31 | FLS | FLOWSERVE CORP | $75.56 | 8.04% | — | — | $70.0M | 0.72% | — | HELD |
| 32 | GSHD | GOOSEHEAD INS INC | $63.97 | -9.54% | — | — | $66.7M | 0.69% | — | HELD |
| 33 | ANDG | ANDERSEN GROUP INC | $45.23 | -1.93% | — | — | $45.4M | 0.47% | — | HELD |
| 34 | RBLX | ROBLOX CORP | $48.32 | -3.61% | — | — | $36.6M | 0.38% | — | HELD |
| 35 | AUR | AURORA INNOVATION INC | $5.91 | -1.25% | — | — | $6.1M | 0.06% | — | HELD |
| 36 | ESAB | ESAB CORPORATION | $85.67 | -0.88% | — | — | $3.3M | 0.03% | — | HELD |
| 37 | XMTR | XOMETRY INC | $84.36 | 4.19% | — | — | $2.3M | 0.02% | — | HELD |
Source: SEC EDGAR · accession 0001798849-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.