Durable Capital Partners LP
36 holdingsFiling period: 2026-06-30Current AUM: $9.29Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RBC | RBC Bearings Inc | 1.71M | $1.10B | $826.4M | 8.89% | -566,715 | 2026-06-30 |
| 2 | DASH | Doordash Inc | 4.15M | $766.6M | $708.5M | 7.62% | -121,823 | 2026-06-30 |
| 3 | Q | Qnity Electronics Inc | 4.55M | $743.6M | $540.7M | 5.82% | -534,694 | 2026-06-30 |
| 4 | FERG | Ferguson Enterprises Inc | 2.98M | $707.2M | $684.0M | 7.36% | +787.8K | 2026-06-30 |
| 5 | MELI | Mercadolibre Inc | 308.7K | $523.9M | $518.7M | 5.58% | -42,182 | 2026-06-30 |
| 6 | APG | Api Group Corp | 12.13M | $513.8M | $495.1M | 5.33% | -2,643,923 | 2026-06-30 |
| 7 | XPO | Xpo Inc | 2.42M | $497.8M | $455.7M | 4.90% | -511,015 | 2026-06-30 |
| 8 | CVNA | Carvana Co | 6.72M | $442.4M | $398.1M | 4.28% | +5.73M | 2026-06-30 |
| 9 | MAIR | Madison Air Solutions Corp | 10.20M | $397.7M | $242.2M | 2.61% | -- | 2026-06-30 |
| 10 | TWLO | Twilio Inc | 1.85M | $380.9M | $470.0M | 5.06% | -- | 2026-06-30 |
| 11 | AFRM | Affirm Hldgs Inc | 4.43M | $360.9M | $321.6M | 3.46% | -1,224,028 | 2026-06-30 |
| 12 | — | Fabrinet | 603.3K | $339.1M | $339.1M | 3.65% | +386.9K | 2026-06-30 |
| 13 | PRVA | Privia Health Group Inc | 11.64M | $299.4M | $254.0M | 2.73% | -451,895 | 2026-06-30 |
| 14 | ULS | UL Solutions Inc | 2.94M | $299.2M | $212.1M | 2.28% | -354,028 | 2026-06-30 |
| 15 | — | Crh PLC | 2.67M | $285.2M | $285.2M | 3.07% | +1.19M | 2026-06-30 |
| 16 | SHOP | Shopify Inc | 2.34M | $266.7M | $387.3M | 4.17% | +1.36M | 2026-06-30 |
| 17 | CLH | Clean Harbors Inc | 892.4K | $266.6M | $279.3M | 3.01% | -158,568 | 2026-06-30 |
| 18 | RKT | Rocket Cos Inc | 16.49M | $259.7M | $195.2M | 2.10% | -2,817,487 | 2026-06-30 |
| 19 | VSEC | Vse Corp | 980.3K | $224.0M | $145.5M | 1.57% | -424,461 | 2026-06-30 |
| 20 | FLS | Flowserve Corp | 2.91M | $215.9M | $206.2M | 2.22% | +1.96M | 2026-06-30 |
| 21 | FOUR | Shift4 Pmts Inc | 4.42M | $215.2M | $166.9M | 1.80% | -1,742,160 | 2026-06-30 |
| 22 | WRBY | Warby Parker Inc | 6.40M | $194.1M | $160.4M | 1.73% | -- | 2026-06-30 |
| 23 | OPCH | Option Care Health Inc | 6.16M | $129.3M | $192.9M | 2.08% | -2,827,532 | 2026-06-30 |
| 24 | MDLN | Medline Inc | 2.63M | $103.6M | $85.1M | 0.92% | -4,638,532 | 2026-06-30 |
| 25 | XMTR | Xometry Inc | 1.01M | $98.0M | $98.6M | 1.06% | +959.6K | 2026-06-30 |
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