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CIK: 0001798849
Total reported value
$10.3B
$10.3B
51 檔
27.7%
The Q1 2025 SEC filing reveals that Durable Capital Partners LP held a total portfolio value of $10.3B, covering 51 public equity positions.
In Q1 2025, Durable Capital Partners LP displayed an active expansion posture, initiating 51 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RBC | RBC Bearings Inc | Stock-Industrials | 7.57% | -2.02% | — | |
| 2 | DUOL | Duolingo | Stock-Tech | 4.70% | — | -26.95% | |
| 3 | CPNG | Coupang Inc | Stock-Consumer Disc | 4.51% | -1.84% | -19.65% | |
| 4 | HUBS | Hubspot Inc | Stock-Tech | 4.33% | — | -12.21% | |
| 5 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 4.32% | -0.69% | +15.38% | |
| 6 | INTU | Intuit Inc | Stock-Tech | 3.83% | — | -17.01% | |
| 7 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.82% | — | -1.50% | |
| 8 | SHOP | Shopify Inc - Class A | Stock-Tech | 3.65% | +1.40% | +8.24% | |
| 9 | CVNA | Carvana Co | Stock-Consumer Disc | 3.61% | +1.08% | -10.85% | |
| 10 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 3.22% | -0.91% | EXIT | |
| 11 | TOST | Toast Inc-class A | Stock-Tech | 3.21% | — | -29.83% | |
| 12 | FSV | Firstservice CORP | Stock-Other | 3.20% | — | -16.22% | |
| 13 | WST | West Pharmaceutical Services | Stock-Healthcare | 3.15% | — | +146.80% | |
| 14 | ROP | Roper Technologies Inc | Stock-Tech | 2.98% | — | -11.98% | |
| 15 | APG | Api Group CORP | Stock-Industrials | 2.85% | -1.16% | +77.96% | |
| 16 | AFRM | Affirm Holdings Inc | Stock-Financials | 2.66% | +0.85% | +12.33% | |
| 17 | AYI | Acuity Inc | Stock-Industrials | 2.59% | -0.78% | +0.92% | |
| 18 | DSGX | Descartes Systems Grp/the | Stock-Tech | 2.54% | — | -3.32% | |
| 19 | PRVA | Privia Health Group Inc | Stock-Other | 2.30% | +0.35% | — | |
| 20 | ENTG | Entegris Inc | Stock-Tech | 2.28% | -0.66% | +43.34% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.25% | -2.62% | EXIT | |
| 22 | XPO | Xpo Inc | Stock-Industrials | 1.93% | -1.04% | +246.40% | |
| 23 | RBLX | Roblox CORP -class A | Stock-Comm Services | 1.81% | -0.38% | EXIT | |
| 24 | DASH | Doordash Inc - A | Stock-Consumer Disc | 1.68% | +0.85% | +351.17% | |
| 25 | MASI* | Masimo CORP | Stock-Other | 1.68% | — | — | |
| 26 | WRBY | Warby Parker Inc-class A | Stock-Other | 1.66% | +0.50% | +13.25% | |
| 27 | MOH | Molina Healthcare Inc | Stock-Healthcare | 1.59% | — | +13.14% | |
| 28 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.37% | — | — | |
| 29 | OPCH | Option Care Health Inc | Stock-Healthcare | 1.10% | -1.23% | — | |
| 30 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 1.05% | +1.62% | — | |
| 31 | ESAB | Esab CORP | Stock-Industrials | 1.02% | -0.03% | EXIT | |
| 32 | SG | Sweetgreen Inc - Class A | Stock-Other | 1.01% | — | +29.48% | |
| 33 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.01% | -1.14% | — | |
| 34 | VSEC | Vse CORP | Stock-Industrials | 0.93% | -0.49% | +41.90% | |
| 35 | AUR | Aurora Innovation Inc | Stock-Consumer Disc | 0.90% | +0.66% | +16.97% | |
| 36 | ✓ | On Holding AG | Stock-Other | 0.89% | — | -58.67% | |
| 37 | WIX | Wix.com Ltd. | Stock-Tech | 0.85% | -0.99% | +38.71% | |
| 38 | APP | Applovin Corp-class A | Stock-Tech | 0.79% | — | — | |
| 39 | YOU | Clear Secure Inc -class A | Stock-Tech | 0.69% | -1.48% | EXIT | |
| 40 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 0.64% | — | -56.53% | |
| 41 | RH | Rh | Stock-Consumer Disc | 0.60% | — | -53.48% | |
| 42 | ALHC | Alignment Healthcare Inc | Stock-Other | 0.60% | — | -21.73% | |
| 43 | PCOR | Procore Technologies Inc | Stock-Tech | 0.49% | — | +83.32% | |
| 44 | TTAN | Servicetitan Inc-a | Stock-Tech | 0.44% | — | -30.35% | |
| 45 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 0.42% | — | — | |
| 46 | MNDY | monday.com Ltd. | Stock-Tech | 0.40% | — | -60.16% | |
| 47 | PTC | Ptc Inc | Stock-Tech | 0.33% | — | -46.68% | |
| 48 | OM | Outset Medical Inc | Stock-Other | 0.17% | — | — | |
| 49 | KRMN | Karman Holdings Inc | Stock-Industrials | 0.17% | — | — | |
| 50 | BIRK | Birkenstock Holding plc | Stock-Other | 0.13% | — | -83.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RBC | RBC Bearings Inc | — | NEW | New buy |
| 2 | DUOL | Duolingo | — | NEW | New buy |
| 3 | CPNG | Coupang Inc | — | NEW | New buy |
| 4 | HUBS | Hubspot Inc | — | NEW | New buy |
| 5 | FOUR | Shift4 Payments Inc-class A | — | NEW | New buy |
| 6 | INTU | Intuit Inc | — | NEW | New buy |
| 7 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 8 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 9 | CVNA | Carvana Co | — | NEW | New buy |
| 10 | CIGI | Colliers Intl Gr-subord Vot | — | NEW | New buy |
| 11 | TOST | Toast Inc-class A | — | NEW | New buy |
| 12 | FSV | Firstservice CORP | — | NEW | New buy |
| 13 | WST | West Pharmaceutical Services | — | NEW | New buy |
| 14 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 15 | APG | Api Group CORP | — | NEW | New buy |
| 16 | AFRM | Affirm Holdings Inc | — | NEW | New buy |
| 17 | AYI | Acuity Inc | — | NEW | New buy |
| 18 | DSGX | Descartes Systems Grp/the | — | NEW | New buy |
| 19 | PRVA | Privia Health Group Inc | — | NEW | New buy |
| 20 | ENTG | Entegris Inc | — | NEW | New buy |
| 21 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 22 | XPO | Xpo Inc | — | NEW | New buy |
| 23 | RBLX | Roblox CORP -class A | — | NEW | New buy |
| 24 | DASH | Doordash Inc - A | — | NEW | New buy |
| 25 | MASI* | Masimo CORP | — | NEW | New buy |
| 26 | WRBY | Warby Parker Inc-class A | — | NEW | New buy |
| 27 | MOH | Molina Healthcare Inc | — | NEW | New buy |
| 28 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 29 | OPCH | Option Care Health Inc | — | NEW | New buy |
| 30 | FERG | Ferguson Enterprises Inc | — | NEW | New buy |
| 31 | ESAB | Esab CORP | — | NEW | New buy |
| 32 | SG | Sweetgreen Inc - Class A | — | NEW | New buy |
| 33 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 34 | VSEC | Vse CORP | — | NEW | New buy |
| 35 | AUR | Aurora Innovation Inc | — | NEW | New buy |
| 36 | ✓ | On Holding AG | — | NEW | New buy |
| 37 | WIX | Wix.com Ltd. | — | NEW | New buy |
| 38 | APP | Applovin Corp-class A | — | NEW | New buy |
| 39 | YOU | Clear Secure Inc -class A | — | NEW | New buy |
| 40 | BFAM | Bright Horizons Family Solut | — | NEW | New buy |
| 41 | RH | Rh | — | NEW | New buy |
| 42 | ALHC | Alignment Healthcare Inc | — | NEW | New buy |
| 43 | PCOR | Procore Technologies Inc | — | NEW | New buy |
| 44 | TTAN | Servicetitan Inc-a | — | NEW | New buy |
| 45 | FLUT | Flutter Entertainment plc | — | NEW | New buy |
| 46 | MNDY | monday.com Ltd. | — | NEW | New buy |
| 47 | PTC | Ptc Inc | — | NEW | New buy |
| 48 | OM | Outset Medical Inc | — | NEW | New buy |
| 49 | KRMN | Karman Holdings Inc | — | NEW | New buy |
| 50 | BIRK | Birkenstock Holding plc | — | NEW | New buy |
According to official SEC Form 13F filings, Durable Capital Partners LP reported a total U.S. public equity portfolio value of $10.3B across 51 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RBC, DUOL, CPNG) accounted for 27.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
RBC
市值: $846.7M
During Q1 2025, Durable Capital Partners LP's top holdings by market value included RBC (7.6%)、DUOL (4.7%)、CPNG (4.5%). The largest single position, RBC, represented 7.6% of total portfolio value.
In Q1 2025, Durable Capital Partners LP made 51 total portfolio adjustments, initiating 51 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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