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 | Open |
|---|---|---|---|---|---|
| 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
25 quarters · across all stocks
Holdings in VSEC
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $259,039,772 | 1,404,771 | Shares | Sole | 2026-05-15 | |
| 2026-02-03 | $315,934,773 | 1,619,763 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $151,904,221 | 879,228 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $143,800,426 | 865,017 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $113,299,926 | 865,017 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $103,793,389 | 865,017 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $57,971,343 | 609,583 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,442,073 | 392,144 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $27,001,320 | 305,860 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||