Durable Capital Partners LP
Top Portfolio Positions
36 positions ·
$9,459,079,739 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| RBC |
RBC Bearings INC
Industrials
|
2,275,636 | $1,235,943,424 | 13.07% |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
4,276,006 | $642,042,300 | 6.79% |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
350,845 | $606,618,021 | 6.41% |
| APG |
APi Group Corp
Industrials
|
14,775,236 | $598,692,562 | 6.33% |
| Q |
Qnity Electronics, Inc.
Technology
|
5,088,108 | $587,065,901 | 6.21% |
| XPO |
XPO, Inc.
Industrials
|
2,935,934 | $571,185,959 | 6.04% |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
2,191,975 | $511,300,088 | 5.41% |
| MDLN |
Medline Inc.
Healthcare
|
7,265,853 | $323,330,458 | 3.42% |
| CVNA |
Carvana Co.
Consumer Cyclical
|
995,741 | $313,041,055 | 3.31% |
| CLH |
Clean Harbors Inc
Industrials
|
1,050,973 | $301,345,488 | 3.19% |
Portfolio Trend
Holdings in FOUR
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $269,630,127 | 6,165,793 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $416,040,837 | 6,606,969 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $435,489,861 | 5,626,484 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $660,612,055 | 6,665,443 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $483,706,286 | 5,919,793 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $532,478,678 | 5,130,841 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $540,545,321 | 6,100,963 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $364,472,849 | 4,968,955 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $315,075,078 | 4,768,807 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $354,513,112 | 4,768,807 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $230,748,273 | 4,167,388 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $250,764,058 | 3,692,594 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $325,255,677 | 4,290,972 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $255,936,239 | 4,576,010 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $190,688,032 | 4,274,558 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $104,821,126 | 3,170,633 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $142,806,864 | 2,305,940 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $87,876,218 | 1,516,938 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $243,011,168 | 3,134,819 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $255,815,300 | 2,729,570 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $236,348,883 | 2,881,952 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $221,775,603 | 2,941,321 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $126,609,816 | 2,618,069 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $47,184,754 | 1,329,148 | Shares | Sole | 2020-08-14 | |
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