13F Filing
Durable Capital Partners LP
Filed2026.08.14
FilingCurrent Portfolio
$10.28B
Previous Portfolio
$9.71B
Change
+5.85%
Holdings
RBCRBC BEARINGS INCReduced$1.10B10.70%
DASHDOORDASH INCReduced$766.6M7.46%
QQNITY ELECTRONICS INCReduced$743.6M7.23%
FERGFERGUSON ENTERPRISES INCIncreased$707.2M6.88%
MELIMERCADOLIBRE INCReduced$523.9M5.10%
APGAPI GROUP CORPReduced$513.8M5.00%
XPOXPO INCReduced$497.8M4.84%
CVNACARVANA COIncreased$442.4M4.30%
MAIRMADISON AIR SOLUTIONS CORPNew$397.7M3.87%
TWLOTWILIO INCNew$380.9M3.70%
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  RBC RBC BEARINGS INC | 10.70% | Reduced | $1.10B | 1,708,921 | −566,715 | Industrials |
| 2 |  DASH DOORDASH INC | 7.46% | Reduced | $766.6M | 4,154,183 | −121,823 | Consumer Discretionary |
| 3 |  Q QNITY ELECTRONICS INC | 7.23% | Reduced | $743.6M | 4,553,414 | −534,694 | Information Technology |
| 4 |  FERG FERGUSON ENTERPRISES INC | 6.88% | Increased | $707.2M | 2,979,735 | +787,760 | Industrials |
| 5 |  MELI MERCADOLIBRE INC | 5.10% | Reduced | $523.9M | 308,663 | −42,182 | Consumer Discretionary |
| 6 |  APG API GROUP CORP | 5.00% | Reduced | $513.8M | 12,131,313 | −2,643,923 | Industrials |
| 7 |  XPO XPO INC | 4.84% | Reduced | $497.8M | 2,424,919 | −511,015 | Industrials |
| 8 |  CVNA CARVANA CO | 4.30% | Increased | $442.4M | 6,720,882 | +1,742,177 | Consumer Discretionary |
| 9 |  MAIR MADISON AIR SOLUTIONS CORP | 3.87% | New | $397.7M | 10,196,486 | +10,196,486 | |
| 10 |  TWLO TWILIO INC | 3.70% | New | $380.9M | 1,846,153 | +1,846,153 | Information Technology |
Portfolio Changes
Buy Positions
New Buy
Current 3.87%
+10,196,486Shares
Current 3.70%
+1,846,153Shares
Current 0.47%
+1,165,673Shares
Current 0.46%
+440,642Shares
Additional Buy
+35.94%
+787,760Shares
+34.99%
+1,742,177Shares
+178.72%
+386,868Shares
+80.36%
+1,187,519Shares
+140.34%
+1,363,880Shares
Sell Positions
Full Exit
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Partial Exit
−24.90%
−566,715Shares
−2.85%
−121,823Shares
−10.51%
−534,694Shares
−12.02%
−42,182Shares
−17.89%
−2,643,923Shares
Other Investor Portfolios
Explore portfolios of other popular investors
