Durable Capital Partners LP

CIK

1798849

City

Bethesda

State / Country

MD

Stock

AFRM — Affirm Holdings, Inc.

Top Portfolio Positions

36 positions · $9,728,709,866 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
RBC	RBC Bearings INC Industrials	2,275,636	$1,235,943,424	12.70%
DASH	DoorDash, Inc. Consumer Cyclical	4,276,006	$642,042,300	6.60%
MELI	Mercadolibre Inc Consumer Cyclical	350,845	$606,618,021	6.24%
APG	APi Group Corp Industrials	14,775,236	$598,692,562	6.15%
Q	Qnity Electronics, Inc. Technology	5,088,108	$587,065,901	6.03%
XPO	XPO, Inc. Industrials	2,935,934	$571,185,959	5.87%
FOUR	Shift4 Payments, Inc. Technology	12,331,586	$539,260,254	5.54%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	2,191,975	$511,300,088	5.26%
MDLN	Medline Inc. Healthcare	7,265,853	$323,330,458	3.32%
CVNA	Carvana Co. Consumer Cyclical	995,741	$313,041,055	3.22%

Portfolio Trend

25 quarters · across all stocks

Holdings in AFRM

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$258,857,065	5,649,434	+53.5%	Shares	Sole	2026-05-15
2025-12-31	$273,989,706	3,681,173	-41.3%	Shares	Sole	2026-02-17
2025-09-30	$458,103,076	6,268,515	-15.2%	Shares	Sole	2025-11-14
2025-06-30	$510,898,760	7,389,337	+12.3%	Shares	Sole	2025-08-14
2025-03-31	$297,390,057	6,580,882	+12.3%	Shares	Sole	2025-05-15
2024-12-31	$356,769,434	5,858,283	+97.3%	Shares	Sole	2025-02-14
2024-09-30	$121,213,193	2,969,456	+1538.4%	Shares	Sole	2024-11-14
2022-03-31	$8,387,787	181,240	-87.4%	Shares	Sole	2022-05-13
2021-12-31	$144,964,882	1,441,576	-40.3%	Shares	Sole	2022-02-14
2021-09-30	$287,539,673	2,413,663	-48.2%	Shares	Sole	2021-11-15
2021-06-30	$314,111,509	4,663,868	0.0%	Shares	Sole	2021-08-13
2021-03-31	$329,828,744	4,663,868	—	Shares	Sole	2021-05-17
No 13F history on record for this holder in this stock.