Durable Capital Partners LP

CIK

1798849

Location

Bethesda, MD

Portfolio Value

Mid $9,208,646,895

Diversification

Diversified

Filing Date

Global Rank

#438 / 8,605 ▼ 22 · as of Mar 2026

Top Industry

Internet Retail 16.2%

3Y Alpha vs SPY

-17.7%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+7.3%

SPY

+76.5%

Annualised alpha

-18.5%

Max drawdown

−26.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

36 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.4%

+3.0 pts

Top 5

39.9%

+4.0 pts

Top 10

61.5%

+4.6 pts

HHI

538

Diversified+86

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	43.6%	$4,013,545,983	12
Consumer Cyclical	17.4%	$1,605,753,489	6
Technology	16.6%	$1,526,539,057	7
Healthcare	12.8%	$1,181,667,921	5
Financial Services	6.5%	$600,639,903	3
Basic Materials	1.7%	$155,343,918	1
Real Estate	1.0%	$88,594,600	1
Communication Services	0.4%	$36,562,024	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
TECH	BIO-TECHNE Corp	+2,367,126	4,456,017	$232,871,448
Q	Qnity Electronics, Inc.	+2,287,247	5,088,108	$587,065,901
AFRM	Affirm Holdings, Inc.	+1,968,261	5,649,434	$258,857,065
RKT	Rocket Companies, Inc.	+1,835,528	19,305,725	$275,106,581
ULS	UL Solutions Inc.	+727,993	3,291,516	$282,115,836
DASH	DoorDash, Inc.	+697,261	4,276,006	$642,042,300
FERG	Ferguson Enterprises Inc. /DE/	+630,633	2,191,975	$511,300,088
VSEC	Vse Corp	+525,543	1,404,771	$259,039,772
MDLN	Medline Inc.	+365,853	7,265,853	$323,330,458
CLH	Clean Harbors Inc	+216,210	1,050,973	$301,345,488
CVNA	Carvana Co.	+70,696	995,741	$62,608,211
MELI	Mercadolibre Inc	+42,913	350,845	$606,618,021
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
CPNG	Coupang, Inc.	−11,586,179	12,866,806	$242,925,297
AUR	Aurora Innovation, Inc.	−5,282,549	1,486,036	$6,122,468
CIGI	Colliers International Group Inc.	−2,540,921	828,839	$88,594,600
SHOP	Shopify Inc.	−1,071,405	971,814	$115,276,576
XPO	XPO, Inc.	−1,013,166	2,935,934	$571,185,959
WRBY	Warby Parker Inc.	−914,092	6,396,513	$134,774,528
RBLX	Roblox Corp	−516,301	646,429	$36,562,024
YOU	Clear Secure, Inc.	−489,954	2,971,595	$143,854,913
AYI	Acuity Inc. (De)	−459,593	355,729	$99,682,380
FOUR	Shift4 Payments, Inc.	−441,176	6,165,793	$269,630,127
APG	APi Group Corp	−242,142	14,775,236	$598,692,562
RBC	RBC Bearings INC	−69,275	2,275,636	$1,235,943,424
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
WIX	Wix.com Ltd.	2,041,688	$183,894,838
CRH	Crh Public Ltd Co	1,477,777	$155,343,918
ENTG	Entegris Inc	971,701	$113,922,225
FN	Fabrinet	216,472	$112,894,477
AIT	Applied Industrial Technologies Inc	296,601	$78,694,177
FLS	Flowserve Corp	951,798	$69,966,670
ESAB	ESAB Corp	34,315	$3,316,887
XMTR	Xometry, Inc.	55,405	$2,262,740
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
VEEV	Veeva Systems Inc	951,896	$212,491,744
DSGX	Descartes Systems Group Inc	1,710,202	$149,916,307
SRAD	Sportradar Group AG	5,956,331	$141,581,987
TWLO	Twilio Inc	962,089	$136,847,539
APP	AppLovin Corp	163,405	$110,105,557
CBZ	CBIZ, Inc.	1,631,969	$82,332,836
TOST	Toast, Inc.	2,299,023	$81,638,306
FSV	FirstService Corp	436,598	$67,904,086
FIG	Figma, Inc.	1,727,263	$64,547,818
DUOL	Duolingo, Inc.	119,181	$20,916,265
BKNG	Booking Holdings Inc.	18,274	$3,914,532
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

36 positions · $9,208,646,895 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RBC	RBC Bearings INC Industrials	Reduced	2,275,636	-69,275	$1,235,943,424	+17.5%	13.42%
DASH	DoorDash, Inc. Consumer Cyclical	Added	4,276,006	+697,261	$642,042,300	−20.8%	6.97%
MELI	Mercadolibre Inc Consumer Cyclical	Added	350,845	+42,913	$606,618,021	−2.2%	6.59%
APG	APi Group Corp Industrials	Reduced	14,775,236	-242,142	$598,692,562	+4.2%	6.50%
Q	Qnity Electronics, Inc. Technology	Added	5,088,108	+2,287,247	$587,065,901	+156.7%	6.38%
XPO	XPO, Inc. Industrials	Reduced	2,935,934	-1,013,166	$571,185,959	+6.4%	6.20%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Added	2,191,975	+630,633	$511,300,088	+47.1%	5.55%
MDLN	Medline Inc. Healthcare	Added	7,265,853	+365,853	$323,330,458	+11.6%	3.51%
CLH	Clean Harbors Inc Industrials	Added	1,050,973	+216,210	$301,345,488	+54.0%	3.27%
ULS	UL Solutions Inc. Industrials	Added	3,291,516	+727,993	$282,115,836	+39.6%	3.06%
RKT	Rocket Companies, Inc. Financial Services	Added	19,305,725	+1,835,528	$275,106,581	−18.7%	2.99%
FOUR	Shift4 Payments, Inc. Technology	Reduced	6,165,793	-7,048,145	$269,630,127	−67.6%	2.93%
VSEC	Vse Corp Industrials	Added	1,404,771	+525,543	$259,039,772	+70.5%	2.81%
AFRM	Affirm Holdings, Inc. Financial Services	Added	5,649,434	+1,968,261	$258,857,065	−5.5%	2.81%
PRVA	Privia Health Group, Inc. Healthcare	Held	12,087,843	0	$248,646,930	−13.2%	2.70%
CPNG	Coupang, Inc. Consumer Cyclical	Reduced	12,866,806	-11,586,179	$242,925,297	−57.9%	2.64%
OPCH	Option Care Health, Inc. Healthcare	Held	8,991,254	0	$242,044,557	−15.5%	2.63%
TECH	BIO-TECHNE Corp Healthcare	Added	4,456,017	+2,367,126	$232,871,448	+89.6%	2.53%
WIX	Wix.com Ltd. Technology	NEW	2,041,688	NEW	$183,894,838	NEW	2.00%
CRH	Crh Public Ltd Co Basic Materials	NEW	1,477,777	NEW	$155,343,918	NEW	1.69%
YOU	Clear Secure, Inc. Technology	Reduced	2,971,595	-489,954	$143,854,913	+18.5%	1.56%
WRBY	Warby Parker Inc. Healthcare	Reduced	6,396,513	-914,092	$134,774,528	−15.4%	1.46%
SHOP	Shopify Inc. Technology	Reduced	971,814	-1,071,405	$115,276,576	−65.0%	1.25%
ENTG	Entegris Inc Technology	NEW	971,701	NEW	$113,922,225	NEW	1.24%
FN	Fabrinet Technology	NEW	216,472	NEW	$112,894,477	NEW	1.23%
AYI	Acuity Inc. (De) Industrials	Reduced	355,729	-459,593	$99,682,380	−66.0%	1.08%
CIGI	Colliers International Group Inc. Real Estate	Reduced	828,839	-2,540,921	$88,594,600	−82.1%	0.96%
AIT	Applied Industrial Technologies Inc Industrials	NEW	296,601	NEW	$78,694,177	NEW	0.85%
FLS	Flowserve Corp Industrials	NEW	951,798	NEW	$69,966,670	NEW	0.76%
GSHD	Goosehead Insurance, Inc. Financial Services	Held	1,562,969	0	$66,676,257	−42.1%	0.72%
CVNA	Carvana Co. Consumer Cyclical	Added	995,741	+70,696	$62,608,211	−19.8%	0.68%
ANDG	Andersen Group Inc. Consumer Cyclical	Held	1,670,485	0	$45,437,192	+4.9%	0.49%
RBLX	Roblox Corp Communication Services	Reduced	646,429	-516,301	$36,562,024	−61.2%	0.40%
AUR	Aurora Innovation, Inc. Consumer Cyclical	Reduced	1,486,036	-5,282,549	$6,122,468	−76.4%	0.07%
ESAB	ESAB Corp Industrials	NEW	34,315	NEW	$3,316,887	NEW	0.04%
XMTR	Xometry, Inc. Industrials	NEW	55,405	NEW	$2,262,740	NEW	0.02%