Durable Capital Partners LP
37 holdingsFiling period: 2026-03-31Current AUM: $10.52Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RBC | RBC BEARINGS INC | 2.28M | $1.24B | $1.25B | 11.93% | -69,275 | 2026-03-31 |
| 2 | DASH | DOORDASH INC | 4.28M | $642.0M | $838.8M | 7.97% | +697.3K | 2026-03-31 |
| 3 | MELI | MERCADOLIBRE INC | 350.8K | $606.6M | $658.9M | 6.26% | +42.9K | 2026-03-31 |
| 4 | APG | API GROUP CORP | 14.78M | $598.7M | $586.3M | 5.57% | -242,142 | 2026-03-31 |
| 5 | Q | QNITY ELECTRONICS INC | 5.09M | $587.1M | $667.5M | 6.35% | +2.29M | 2026-03-31 |
| 6 | XPO | XPO INC | 2.94M | $571.2M | $590.0M | 5.61% | -1,013,166 | 2026-03-31 |
| 7 | FERG | FERGUSON ENTERPRISES INC | 2.19M | $511.3M | $513.6M | 4.88% | +630.6K | 2026-03-31 |
| 8 | MDLN | MEDLINE INC | 7.27M | $323.3M | $285.4M | 2.71% | +365.9K | 2026-03-31 |
| 9 | CVNA | CARVANA CO | 995.7K | $313.0M | $310.5M | 2.95% | +70.7K | 2026-03-31 |
| 10 | CLH | CLEAN HARBORS INC | 1.05M | $301.3M | $328.8M | 3.13% | +216.2K | 2026-03-31 |
| 11 | ULS | UL SOLUTIONS INC | 3.29M | $282.1M | $301.6M | 2.87% | +728.0K | 2026-03-31 |
| 12 | RKT | ROCKET COS INC | 19.31M | $275.1M | $249.0M | 2.37% | +1.84M | 2026-03-31 |
| 13 | FOUR | SHIFT4 PMTS INC | 6.17M | $269.6M | $326.8M | 3.11% | -441,176 | 2026-03-31 |
| 14 | VSEC | VSE CORP | 1.40M | $259.0M | $273.1M | 2.60% | +525.5K | 2026-03-31 |
| 15 | AFRM | AFFIRM HLDGS INC | 5.65M | $258.9M | $404.0M | 3.84% | +1.97M | 2026-03-31 |
| 16 | IWM | ISHARES TR | 1.03M | $254.8M | $299.2M | 2.84% | +930.8K | 2026-03-31 |
| 17 | PRVA | PRIVIA HEALTH GROUP INC | 12.09M | $248.6M | $286.1M | 2.72% | -- | 2026-03-31 |
| 18 | CPNG | COUPANG INC | 12.87M | $242.9M | $210.4M | 2.00% | -11,586,179 | 2026-03-31 |
| 19 | OPCH | OPTION CARE HEALTH INC | 8.99M | $242.0M | $207.1M | 1.97% | -- | 2026-03-31 |
| 20 | TECH | BIO-TECHNE CORP | 4.46M | $232.9M | $321.2M | 3.05% | +2.37M | 2026-03-31 |
| 21 | — | WIX COM LTD | 2.04M | $183.9M | $183.9M | 1.75% | -- | 2026-03-31 |
| 22 | — | CRH PLC | 1.48M | $155.3M | $155.3M | 1.48% | -- | 2026-03-31 |
| 23 | YOU | CLEAR SECURE INC | 2.97M | $143.9M | $164.1M | 1.56% | -489,954 | 2026-03-31 |
| 24 | WRBY | WARBY PARKER INC | 6.40M | $134.8M | $170.7M | 1.62% | -914,092 | 2026-03-31 |
| 25 | SHOP | SHOPIFY INC | 971.8K | $115.3M | $113.8M | 1.08% | -1,071,405 | 2026-03-31 |
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