StockDriftsStockDriftsTop 34 Durable Capital Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RBC | RBC BEARINGS INC | 10.7% | 1.71M | $1.10B | -24.90%(-566.72K) | $215.65(+158.57%) | 2026-06-30 | |
| DASH | DOORDASH INC | 7.46% | 4.15M | $766.6M | -2.85%(-121.82K) | $219.94(-1.33%) | 2026-06-30 | |
| Q | QNITY ELECTRONICS INC | 7.23% | 4.55M | $743.6M | -10.51%(-534.69K) | $89.23(+51.65%) | 2026-06-30 | |
| FERG | FERGUSON ENTERPRISES INC | 6.88% | 2.98M | $707.2M | +35.94%(+787.76K) | $212.14(+15.46%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 5.1% | 308.7K | $523.9M | -12.02%(-42.18K) | $2143.90(-16.97%) | 2026-06-30 | |
| APG | API GROUP CORP | 5% | 12.13M | $513.8M | -17.89%(-2.64M) | $24.48(+79.51%) | 2026-06-30 | |
| XPO | XPO INC | 4.84% | 2.42M | $497.8M | -17.41%(-511.01K) | $119.81(+76.39%) | 2026-06-30 | |
| CVNA | CARVANA CO | 4.3% | 6.72M | $442.4M | +34.99%(+1.74M) | $40.06(+88.68%) | 2026-06-30 | |
| TWLO | TWILIO INC | 3.7% | 1.85M | $380.9M | new | $141.51(+64.60%) | 2026-06-30 | |
| AFRM | AFFIRM HLDGS INC | 3.51% | 4.43M | $360.9M | -21.67%(-1.22M) | $50.69(+48.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.28% | +41.56% | -1.13% | -5.51% |
| Top 20 Holdings Unweighted | +9.40% | +30.92% | -2.25% | -10.74% |
Durable Capital Partners LP reports $10.28B in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are RBC (10.7%), DASH (7.5%) and Q (7.2%). The top 20 holdings account for 84.69% of reported assets. Its disclosed equity book has returned +41.56% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Durable Capital Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1798849). View Durable Capital Partners LP’s 13F filings on SEC