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CIK: 0001798849
Total reported value
$10.3B
$10.3B
37 檔
35.7%
In Q1 2026, Durable Capital Partners LP's U.S. equity holdings reached a combined market value of $10.3B, distributed across 37 disclosed stock positions.
Durable Capital Partners LP executed strategic sector rebalancing during Q1 2026, establishing 8 new positions while fully exiting 11 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RBC | RBC Bearings Inc | Stock-Industrials | 12.72% | -2.02% | -2.95% | |
| 2 | DASH | Doordash Inc - A | Stock-Consumer Disc | 6.61% | +0.85% | +19.48% | |
| 3 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 6.24% | -1.14% | +13.94% | |
| 4 | APG | Api Group CORP | Stock-Industrials | 6.16% | -1.16% | -1.61% | |
| 5 | Q | Qnity Electronics Inc | Stock-Tech | 6.04% | +1.19% | +81.66% | |
| 6 | XPO | Xpo Inc | Stock-Industrials | 5.88% | -1.04% | -25.66% | |
| 7 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 5.26% | +1.62% | +40.39% | |
| 8 | MDLN | Medline Inc-cl A | Stock-Other | 3.33% | -2.32% | +5.30% | |
| 9 | CVNA | Carvana Co | Stock-Consumer Disc | 3.22% | +1.08% | +7.64% | |
| 10 | CLH | Clean Harbors Inc | Stock-Industrials | 3.10% | -0.51% | +25.90% | |
| 11 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 2.90% | +0.01% | +28.40% | |
| 12 | RKT | Rocket Cos Inc-class A | Stock-Financials | 2.83% | -0.30% | +10.51% | |
| 13 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 2.78% | -0.69% | -6.68% | |
| 14 | VSEC | Vse CORP | Stock-Industrials | 2.67% | -0.49% | +59.77% | |
| 15 | AFRM | Affirm Holdings Inc | Stock-Financials | 2.66% | +0.85% | +53.47% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.62% | -2.62% | EXIT | |
| 17 | PRVA | Privia Health Group Inc | Stock-Other | 2.56% | +0.35% | — | |
| 18 | CPNG | Coupang Inc | Stock-Consumer Disc | 2.50% | -1.84% | -47.38% | |
| 19 | OPCH | Option Care Health Inc | Stock-Healthcare | 2.49% | -1.23% | — | |
| 20 | TECH | Bio-techne CORP | Stock-Healthcare | 2.40% | -2.06% | +113.32% | |
| 21 | WIX | Wix.com Ltd. | Stock-Tech | 1.89% | -0.99% | — | |
| 22 | CRH | CRH plc | Stock-Materials | 1.60% | +1.17% | — | |
| 23 | YOU | Clear Secure Inc -class A | Stock-Tech | 1.48% | -1.48% | EXIT | |
| 24 | WRBY | Warby Parker Inc-class A | Stock-Other | 1.39% | +0.50% | -12.50% | |
| 25 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.19% | +1.40% | -52.44% | |
| 26 | ENTG | Entegris Inc | Stock-Tech | 1.17% | -0.66% | — | |
| 27 | FN | Fabrinet | Stock-Tech | 1.16% | +2.14% | — | |
| 28 | AYI | Acuity Inc | Stock-Industrials | 1.03% | -0.78% | -56.37% | |
| 29 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.91% | -0.91% | EXIT | |
| 30 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.81% | -0.28% | — | |
| 31 | FLS | Flowserve CORP | Stock-Industrials | 0.72% | +1.38% | — | |
| 32 | GSHD | Goosehead Insurance Inc -a | Stock-Other | 0.69% | +0.18% | — | |
| 33 | ANDG | Andersen Group Inc - A | Stock-Other | 0.47% | +0.14% | — | |
| 34 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.38% | -0.38% | EXIT | |
| 35 | AUR | Aurora Innovation Inc | Stock-Consumer Disc | 0.06% | +0.66% | -78.05% | |
| 36 | ESAB | Esab CORP | Stock-Industrials | 0.03% | -0.03% | EXIT | |
| 37 | XMTR | Xometry Inc-a | Stock-Other | 0.02% | +0.93% | — |
| # | 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 |
According to official SEC Form 13F filings, Durable Capital Partners LP reported a total U.S. public equity portfolio value of $10.3B across 37 disclosed positions in Q1 2026.
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, DASH, MELI) accounted for 35.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
WIX
市值: $183.9M
Top Position Liquidated / Trimmed
VEEV
前期市值: $212.5M
During Q1 2026, Durable Capital Partners LP's top holdings by market value included RBC (12.7%)、DASH (6.6%)、MELI (6.2%). The largest single position, RBC, represented 12.7% of total portfolio value.
In Q1 2026, Durable Capital Partners LP made 44 total portfolio adjustments, initiating 8 new buys, adding to 13 positions, trimming 12 holdings, and fully liquidating 11 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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