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Durable Capital Partners LP

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001798849

$10.28B

disclosed book value

36

positions

10.7%

largest position share

Positions, as of 2026-06-30

top 36 of 36 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1RBCRBC BEARINGS INC1.7M$1.10B10.7%
2DASHDOORDASH INC4.2M$766.6M7.5%
3QQNITY ELECTRONICS INC4.6M$743.6M7.2%
4FERGFERGUSON ENTERPRISES INC3.0M$707.2M6.9%
5MELIMERCADOLIBRE INC308,663$523.9M5.1%
6APGAPI GROUP CORP12.1M$513.8M5%
7XPOXPO INC2.4M$497.8M4.8%
8CVNACARVANA CO6.7M$442.4M4.3%
9MAIRMADISON AIR SOLUTIONS CORP10.2M$397.7M3.9%
10TWLOTWILIO INC1.8M$380.9M3.7%
11AFRMAFFIRM HLDGS INC4.4M$360.9M3.5%
12FABRINET603,340$339.1M3.3%
13PRVAPRIVIA HEALTH GROUP INC11.6M$299.4M2.9%
14ULSUL SOLUTIONS INC2.9M$299.2M2.9%
15CRH PLC2.7M$285.2M2.8%
16SHOPSHOPIFY INC2.3M$266.7M2.6%
17CLHCLEAN HARBORS INC892,405$266.6M2.6%
18RKTROCKET COS INC16.5M$259.7M2.5%
19VSECVSE CORP980,310$224.0M2.2%
20FLSFLOWSERVE CORP2.9M$215.9M2.1%
21FOURSHIFT4 PMTS INC4.4M$215.2M2.1%
22WRBYWARBY PARKER INC6.4M$194.1M1.9%
23OPCHOPTION CARE HEALTH INC6.2M$129.3M1.3%
24MDLNMEDLINE INC2.6M$103.6M1%
25XMTRXOMETRY INC1.0M$98.0M1%
26WIX COM LTD2.0M$92.6M0.9%
27GSHDGOOSEHEAD INS INC1.8M$89.1M0.9%
28AURAURORA INNOVATION INC10.9M$74.3M0.7%
29CPNGCOUPANG INC3.9M$67.4M0.7%
30ANDGANDERSEN GROUP INC1.7M$63.0M0.6%
31AITAPPLIED INDL TECHNOLOGIES IN162,070$54.8M0.5%
32ENTGENTEGRIS INC293,139$52.7M0.5%
33ROLROLLINS INC1.2M$48.7M0.5%
34AGLAGILON HEALTH INC440,642$47.2M0.5%
35TECHBIO-TECHNE CORP501,963$35.5M0.3%
36AYIACUITY INC68,646$25.9M0.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.