Investor
Durable Capital Partners LP
CIK 0001798849 · filed 2026-05-15 · SEC filing
13F book
$9.71B
Positions
37
8 new · 11 sold
Largest name
12.7%
Rbc Bearings Inc · RBC
Est. mark
−$439M
Price effect on 29 names still held. Flow −$415.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Rbc Bearings Inc | RBC | 2.28M | $1.24B | 12.7% | $215.5M | Cut$184.4M |
| DoorDash, Inc. | DASH | 4.28M | $642M | 6.6% | −$273.2M | Added−$168.5M |
| Mercadolibre Inc | MELI | 350.8K | $606.6M | 6.2% | −$87.8M | Added−$13.6M |
| Api Group Corp | APG | 14.8M | $598.7M | 6.2% | $33.4M | Cut$24.1M |
| Qnity Electronics, Inc. | Q | 5.09M | $587.1M | 6.0% | $94.5M | Added$358.4M |
| XPO, Inc. | XPO | 2.94M | $571.2M | 5.9% | $172.2M | Cut$34.5M |
| Ferguson Enterprises Inc | — | 2.19M | $511.3M | 5.3% | $16.6M | Added$163.7M |
| Medline Inc. | MDLN | 7.27M | $323.3M | 3.3% | $17.3M | Added$33.5M |
| Carvana Co. | CVNA | 995.7K | $313M | 3.2% | −$99.6M | Added−$77.3M |
| Clean Harbors Inc | CLH | 1.05M | $301.3M | 3.1% | $43.6M | Added$105.6M |
| UL Solutions Inc. | ULS | 3.29M | $282.1M | 2.9% | $17.6M | Added$80M |
| Rocket Cos Inc | — | 19.3M | $275.1M | 2.8% | −$89.3M | Added−$63.1M |
| Shift4 Pmts Inc | — | 6.17M | $269.6M | 2.8% | −$118.6M | Cut−$146.4M |
| Vse Corp | — | 1.4M | $259M | 2.7% | $10.2M | Added$107.1M |
| Affirm Hldgs Inc | — | 5.65M | $258.9M | 2.7% | −$105.3M | Added−$15.1M |
| Ishares Tr | — | 1.03M | $254.8M | 2.6% | $178.1K | Added$231M |
| Privia Health Group, Inc. | PRVA | 12.1M | $248.6M | 2.6% | −$38M | Held |
| Coupang, Inc. | CPNG | 12.9M | $242.9M | 2.5% | −$60.6M | Cut−$333.9M |
| Option Care Health, Inc. | OPCH | 8.99M | $242M | 2.5% | −$44.4M | Held |
| Bio-Techne Corp | TECH | 4.46M | $232.9M | 2.4% | −$13.7M | Added$110M |
| Wix.com Ltd. | WIX | 2.04M | $183.9M | 1.9% | — | New |
| Crh Plc | — | 1.48M | $155.3M | 1.6% | — | New |
| Clear Secure, Inc. | YOU | 2.97M | $143.9M | 1.5% | $39.6M | Cut$22.4M |
| Warby Parker Inc. | WRBY | 6.4M | $134.8M | 1.4% | −$4.61M | Cut−$24.5M |
| Shopify Inc. | SHOP | 971.8K | $115.3M | 1.2% | −$41.2M | Cut−$213.6M |
| Entegris Inc | ENTG | 971.7K | $113.9M | 1.2% | — | New |
| Fabrinet | FN | 216.5K | $112.9M | 1.2% | — | New |
| Acuity Inc | — | 355.7K | $99.7M | 1.0% | −$28.4M | Cut−$193.9M |
| Colliers Intl Group Inc | — | 828.8K | $88.6M | 0.9% | −$33.3M | Cut−$406.8M |
| Applied Indl Technologies In | — | 296.6K | $78.7M | 0.8% | — | New |
| Flowserve Corp | FLS | 951.8K | $70M | 0.7% | — | New |
| Goosehead Ins Inc | — | 1.56M | $66.7M | 0.7% | −$48.4M | Held |
| Andersen Group Inc. | ANDG | 1.67M | $45.4M | 0.5% | $2.12M | Held |
| Roblox Corp | RBLX | 646.4K | $36.6M | 0.4% | −$15.8M | Cut−$57.7M |
| Aurora Innovation Inc | — | 1.49M | $6.12M | 0.1% | $416.1K | Cut−$19.9M |
| ESAB Corp | ESAB | 34.3K | $3.32M | 0.0% | — | New |
| Xometry, Inc. | XMTR | 55.4K | $2.26M | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.