CIK: 0001798849
Total reported value
$9.7B
Reporting period: 2026-03-31 · Number of holdings: 37
Durable Capital Partners LP disclosed 37 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $9.7B and a quarterly turnover rate of 51.4%.
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Durable Capital Partners LP's disclosed holdings carry a Herfindahl concentration index of 0.050 — mathematically equivalent to about 20 equally-sized positions, well below its 37 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.94), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Add Q
+81.7% $358.4M
Trim CIGI
-75.4% -$406.8M
Trim CPNG
-47.4% -$333.9M
Add RBC
-3.0% $184.4M
Add IWM
+961.8% $231.0M
Add FERG
+40.4% $163.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RBC | RBC Bearings INC | Stock-Industrials | 12.72% | +2.77% | -2.95% | |
| 2 | DASH | Doordash INC - A | Stock-Consumer Disc | 6.61% | -1.06% | +19.48% | |
| 3 | MELI | Mercadolibre INC | Stock-Consumer Disc | 6.24% | +0.37% | +13.94% | |
| 4 | APG | Api Group CORP | Stock-Industrials | 6.16% | +0.72% | -1.61% | |
| 5 | Q | Qnity Electronics INC | Stock-Tech | 6.04% | +3.88% | +81.66% | |
| 6 | XPO | Xpo INC | Stock-Industrials | 5.88% | +0.80% | -25.66% | |
| 7 | FERG | Ferguson Enterprises INC | Stock-Industrials | 5.26% | +1.97% | +40.39% | |
| 8 | MDLN | Medline Inc-cl A | Stock-Other | 3.33% | +0.59% | +5.30% | |
| 9 | CVNA | Carvana Co | Stock-Consumer Disc | 3.22% | -0.47% | +7.64% | |
| 10 | CLH | Clean Harbors INC | Stock-Industrials | 3.10% | +1.25% | +25.90% | |
| 11 | ULS | Ul Solutions INC - Class A | Stock-Industrials | 2.90% | +0.99% | +28.40% | |
| 12 | RKT | Rocket Cos Inc-class A | Stock-Financials | 2.83% | -0.37% | +10.51% | |
| 13 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 2.78% | -1.16% | -6.68% | |
| 14 | VSEC | Vse CORP | Stock-Industrials | 2.67% | +1.23% | +59.77% | |
| 15 | AFRM | Affirm Holdings INC | Stock-Financials | 2.66% | +0.07% | +53.47% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.62% | +2.39% | +961.85% | |
| 17 | PRVA | Privia Health Group INC | Stock-Other | 2.56% | -0.15% | — | |
| 18 | CPNG | Coupang INC | Stock-Consumer Disc | 2.50% | -2.96% | -47.38% | |
| 19 | OPCH | Option Care Health INC | Stock-Healthcare | 2.49% | -0.22% | — | |
| 20 | TECH | Bio-techne CORP | Stock-Healthcare | 2.40% | +1.24% | +113.32% | |
| 21 | WIX | Wix.com Ltd. | Stock-Tech | 1.89% | +1.89% | NEW | |
| 22 | CRH | CRH plc | Stock-Materials | 1.60% | +1.60% | NEW | |
| 23 | YOU | Clear Secure INC -class A | Stock-Tech | 1.48% | +0.33% | -14.15% | |
| 24 | WRBY | Warby Parker Inc-class A | Stock-Other | 1.39% | -0.12% | -12.50% | |
| 25 | SHOP | Shopify INC - Class A | Stock-Tech | 1.19% | -1.92% | -52.44% | |
| 26 | ENTG | Entegris INC | Stock-Tech | 1.17% | +1.17% | NEW | |
| 27 | FN | Fabrinet | Stock-Tech | 1.16% | +1.16% | NEW | |
| 28 | AYI | Acuity INC | Stock-Industrials | 1.03% | -1.75% | -56.37% | |
| 29 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.91% | -3.78% | -75.40% | |
| 30 | AIT | Applied Industrial Tech INC | Stock-Industrials | 0.81% | +0.81% | NEW | |
| 31 | FLS | Flowserve CORP | Stock-Industrials | 0.72% | +0.72% | NEW | |
| 32 | GSHD | Goosehead Insurance INC -a | Stock-Other | 0.69% | -0.40% | — | |
| 33 | ANDG | Andersen Group INC - A | Stock-Other | 0.47% | +0.06% | — | |
| 34 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.38% | -0.51% | -44.40% | |
| 35 | AUR | Aurora Innovation INC | Stock-Consumer Disc | 0.06% | -0.19% | -78.05% | |
| 36 | ESAB | Esab CORP | Stock-Industrials | 0.03% | +0.03% | NEW | |
| 37 | XMTR | Xometry Inc-a | Stock-Other | 0.02% | +0.02% | NEW |
Performance for Q3 2026
-2%
Performance Last 4 Quarters
-10.3%
Based on 56% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 37 | $9.7B | 51 | |
| 2025-12-31 | 40 | $10.6B | 64 | |
| 2025-09-30 | 48 | $13.5B | 62 | |
| 2025-06-30 | 44 | $13.2B | 0 | |
| 2025-03-31 | 51 | $11.2B | 100 | |
| 2024-12-31 | 46 | $12.3B | 0 | |
| 2024-09-30 | 48 | $13.7B | 0 | |
| 2024-06-30 | 49 | $12.2B | 0 | |
| 2024-03-31 | 53 | $12.9B | 0 | |
| 2023-12-31 | 52 | $12.7B | 0 | |
| 2023-09-30 | 52 | $10.9B | 0 | |
| 2023-06-30 | 50 | $11.4B | 0 | |
| 2023-03-31 | 49 | $10.6B | 0 | |
| 2022-12-31 | 51 | $9.6B | 0 | |
| 2022-09-30 | 52 | $9.1B | 0 | |
| 2022-06-30 | 53 | $8.7B | 0 | |
| 2022-03-31 | 59 | $11.4B | 0 | |
| 2021-12-31 | 59 | $12.8B | 0 | |
| 2021-09-30 | 65 | $13.2B | 0 | |
| 2021-06-30 | 57 | $13.6B | 93 | |
| 2021-03-31 | 54 | $11.8B | 32 | |
| 2020-12-31 | 53 | $11.2B | 38 | |
| 2020-09-30 | 53 | $9.1B | 39 | |
| 2020-06-30 | 43 | $8.0B | 100 | |
| 2020-03-31 | 44 | $4.9B | 64 | |
| 2019-12-31 | 3 | $3.2B | 0 |
Durable Capital Partners LP's most significant position changes for 2026-03-31: Sold out: Veeva Systems Inc-class A (VEEV); New buy: Wix.com Ltd. (WIX); New buy: CRH plc (CRH); Sold out: Descartes Systems Grp/the (DSGX); Sold out: Sportradar Group AG (SRAD).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | Q | Qnity Electronics INC | +3.9% | +81.66% | Add |
| 2 | RBC | RBC Bearings INC | +2.8% | -2.95% | Trim |
| 3 | IWM | Ishares Russell 2000 ETF | +2.4% | +961.85% | Add |
| 4 | FERG | Ferguson Enterprises INC | +2% | +40.39% | Add |
| 5 | CLH | Clean Harbors INC | +1.3% | +25.90% | Add |
| 6 | TECH | Bio-techne CORP | +1.2% | +113.32% | Add |
| 7 | VSEC | Vse CORP | +1.2% | +59.77% | Add |
| 8 | ULS | Ul Solutions INC - Class A | +1% | +28.40% | Add |
| 9 | XPO | Xpo INC | +0.8% | -25.66% | Trim |
| 10 | APG | Api Group CORP | +0.7% | -1.61% | Trim |
| 11 | MDLN | Medline Inc-cl A | +0.6% | +5.30% | Add |
| 12 | MELI | Mercadolibre INC | +0.4% | +13.94% | Add |
| 13 | YOU | Clear Secure INC -class A | +0.3% | -14.15% | Trim |
| 14 | AFRM | Affirm Holdings INC | +0.1% | +53.47% | Add |
| 15 | ANDG | Andersen Group INC - A | +0.1% | — | Unchanged |
| 16 | WRBY | Warby Parker Inc-class A | -0.1% | -12.50% | Trim |
| 17 | PRVA | Privia Health Group INC | -0.2% | — | Unchanged |
| 18 | AUR | Aurora Innovation INC | -0.2% | -78.05% | Trim |
| 19 | OPCH | Option Care Health INC | -0.2% | — | Unchanged |
| 20 | RKT | Rocket Cos Inc-class A | -0.4% | +10.51% | Add |
| 21 | GSHD | Goosehead Insurance INC -a | -0.4% | — | Unchanged |
| 22 | CVNA | Carvana Co | -0.5% | +7.64% | Add |
| 23 | RBLX | Roblox CORP -class A | -0.5% | -44.40% | Trim |
| 24 | DASH | Doordash INC - A | -1.1% | +19.48% | Add |
| 25 | FOUR | Shift4 Payments Inc-class A | -1.2% | -6.68% | Trim |
| 26 | AYI | Acuity INC | -1.8% | -56.37% | Trim |
| 27 | SHOP | Shopify INC - Class A | -1.9% | -52.44% | Trim |
| 28 | CPNG | Coupang INC | -3% | -47.38% | Trim |
| 29 | CIGI | Colliers Intl Gr-subord Vot | -3.8% | -75.40% | Trim |
| 30 | VEEV | Veeva Systems Inc-class A | — | EXIT | Sold out |
| 31 | WIX | Wix.com Ltd. | — | NEW | New buy |
| 32 | CRH | CRH plc | — | NEW | New buy |
| 33 | DSGX | Descartes Systems Grp/the | — | EXIT | Sold out |
| 34 | SRAD | Sportradar Group AG | — | EXIT | Sold out |
| 35 | TWLO | Twilio INC - A | — | EXIT | Sold out |
| 36 | ENTG | Entegris INC | — | NEW | New buy |
| 37 | FN | Fabrinet | — | NEW | New buy |
| 38 | APP | Applovin Corp-class A | — | EXIT | Sold out |
| 39 | BKNG | Booking Holdings INC | — | EXIT | Sold out |
| 40 | CBZ | Cbiz INC | — | EXIT | Sold out |
| 41 | TOST | Toast Inc-class A | — | EXIT | Sold out |
| 42 | AIT | Applied Industrial Tech INC | — | NEW | New buy |
| 43 | FLS | Flowserve CORP | — | NEW | New buy |
| 44 | FSV | Firstservice CORP | — | EXIT | Sold out |
| 45 | FIG | Figma Inc-cl A | — | EXIT | Sold out |
| 46 | DUOL | Duolingo | — | EXIT | Sold out |
| 47 | ESAB | Esab CORP | — | NEW | New buy |
| 48 | XMTR | Xometry Inc-a | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-17 | Amendment | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-12 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
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