Durable Capital Partners LP
36 holdingsFiling period: 2026-06-30Current AUM: $9.26Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RBC | RBC BEARINGS INC | 1.71M | $1.10B | $826.6M | 8.93% | -566,715 | 2026-06-30 |
| 2 | DASH | DOORDASH INC | 4.15M | $766.6M | $823.6M | 8.89% | -121,823 | 2026-06-30 |
| 3 | Q | QNITY ELECTRONICS INC | 4.55M | $743.6M | $521.8M | 5.63% | -534,694 | 2026-06-30 |
| 4 | FERG | FERGUSON ENTERPRISES INC | 2.98M | $707.2M | $641.0M | 6.92% | +787.8K | 2026-06-30 |
| 5 | MELI | MERCADOLIBRE INC | 308.7K | $523.9M | $564.5M | 6.10% | -42,182 | 2026-06-30 |
| 6 | APG | API GROUP CORP | 12.13M | $513.8M | $448.5M | 4.84% | -2,643,923 | 2026-06-30 |
| 7 | XPO | XPO INC | 2.42M | $497.8M | $432.2M | 4.67% | -511,015 | 2026-06-30 |
| 8 | CVNA | CARVANA CO | 6.72M | $442.4M | $449.6M | 4.85% | +5.73M | 2026-06-30 |
| 9 | MAIR | MADISON AIR SOLUTIONS CORP | 10.20M | $397.7M | $243.7M | 2.63% | -- | 2026-06-30 |
| 10 | TWLO | TWILIO INC | 1.85M | $380.9M | $447.1M | 4.83% | -- | 2026-06-30 |
| 11 | AFRM | AFFIRM HLDGS INC | 4.43M | $360.9M | $319.0M | 3.44% | -1,224,028 | 2026-06-30 |
| 12 | — | FABRINET | 603.3K | $339.1M | $339.1M | 3.66% | +386.9K | 2026-06-30 |
| 13 | PRVA | PRIVIA HEALTH GROUP INC | 11.64M | $299.4M | $236.9M | 2.56% | -451,895 | 2026-06-30 |
| 14 | ULS | UL SOLUTIONS INC | 2.94M | $299.2M | $190.2M | 2.05% | -354,028 | 2026-06-30 |
| 15 | — | CRH PLC | 2.67M | $285.2M | $285.2M | 3.08% | +1.19M | 2026-06-30 |
| 16 | SHOP | SHOPIFY INC | 2.34M | $266.7M | $303.3M | 3.27% | +1.36M | 2026-06-30 |
| 17 | CLH | CLEAN HARBORS INC | 892.4K | $266.6M | $284.0M | 3.07% | -158,568 | 2026-06-30 |
| 18 | RKT | ROCKET COS INC | 16.49M | $259.7M | $217.5M | 2.35% | -2,817,487 | 2026-06-30 |
| 19 | VSEC | VSE CORP | 980.3K | $224.0M | $174.6M | 1.88% | -424,461 | 2026-06-30 |
| 20 | FLS | FLOWSERVE CORP | 2.91M | $215.9M | $206.8M | 2.23% | +1.96M | 2026-06-30 |
| 21 | FOUR | SHIFT4 PMTS INC | 4.42M | $215.2M | $187.3M | 2.02% | -1,742,160 | 2026-06-30 |
| 22 | WRBY | WARBY PARKER INC | 6.40M | $194.1M | $155.7M | 1.68% | -- | 2026-06-30 |
| 23 | OPCH | OPTION CARE HEALTH INC | 6.16M | $129.3M | $145.0M | 1.57% | -2,827,532 | 2026-06-30 |
| 24 | MDLN | MEDLINE INC | 2.63M | $103.6M | $84.4M | 0.91% | -4,638,532 | 2026-06-30 |
| 25 | XMTR | XOMETRY INC | 1.01M | $98.0M | $88.9M | 0.96% | +959.6K | 2026-06-30 |
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