Durable Capital Partners LP
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 XPO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $571,185,959 | 2,935,934 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $536,722,181 | 3,949,100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $559,904,565 | 4,331,280 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $454,019,622 | 3,595,056 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $215,729,851 | 2,005,297 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $75,923,128 | 578,903 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||