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Durable Capital Partners LP

Portfolio Manager
Durable Capital Partners LP
Performance
-7.93% (2026 Q1)
AUM (13F)
$9.71B
# of Holdings
37
Performance Rank
Allocation (Top 20)
84.97%

Durable Capital Partners LP Holdings Map

Top 37 Durable Capital Partners LP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
RBC
RBC BEARINGS INC
12.72%2.28M$1.24B
-2.95%(-69.28K)
2025-Q1: 2.63M shares2025-Q2: 2.52M shares2025-Q3: 2.52M shares2025-Q4: 2.34M shares2026-Q1: 2.28M shares
$215.65(+180.34%)
2026-03-31
DASH
DOORDASH INC
6.61%4.28M$642.0M
+19.48%(+697.26K)
2025-Q1: 1.03M shares2025-Q2: 1.03M shares2025-Q3: 1.67M shares2025-Q4: 3.58M shares2026-Q1: 4.28M shares
$219.94(-12.70%)
2026-03-31
MELI
MERCADOLIBRE INC
6.24%350.8K$606.6M
+13.94%(+42.91K)
2025-Q1: 58.0K shares2025-Q2: 148.0K shares2025-Q3: 175.4K shares2025-Q4: 307.9K shares2026-Q1: 350.8K shares
$2143.90(-17.75%)
2026-03-31
APG
API GROUP CORP
6.16%14.78M$598.7M
-1.61%(-242.14K)
2025-Q1: 8.91M shares2025-Q2: 10.62M shares2025-Q3: 14.90M shares2025-Q4: 15.02M shares2026-Q1: 14.78M shares
$24.48(+71.46%)
2026-03-31
Q
QNITY ELECTRONICS INC
6.04%5.09M$587.1M
+81.66%(+2.29M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 2.80M shares2026-Q1: 5.09M shares
$89.23(+58.86%)
2026-03-31
XPO
XPO INC
5.88%2.94M$571.2M
-25.66%(-1.01M)
2025-Q1: 2.01M shares2025-Q2: 3.60M shares2025-Q3: 4.33M shares2025-Q4: 3.95M shares2026-Q1: 2.94M shares
$119.81(+72.22%)
2026-03-31
FERG
FERGUSON ENTERPRISES INC
5.26%2.19M$511.3M
+40.39%(+630.63K)
2025-Q1: 730.8K shares2025-Q2: 0 shares2025-Q3: 1.09M shares2025-Q4: 1.56M shares2026-Q1: 2.19M shares
$205.55(+12.01%)
2026-03-31
MDLN
MEDLINE INC
3.33%7.27M$323.3M
+5.30%(+365.85K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.90M shares2026-Q1: 7.27M shares
$42.06(+2.68%)
2026-03-31
CVNA
CARVANA CO
3.22%995.7K$313.0M
+7.64%(+70.70K)
2025-Q1: 1.93M shares2025-Q2: 892.5K shares2025-Q3: 892.5K shares2025-Q4: 925.0K shares2026-Q1: 995.7K shares
$161.95(-57.64%)
2026-03-31
CLH
CLEAN HARBORS INC
3.1%1.05M$301.3M
+25.90%(+216.21K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 573.7K shares2025-Q4: 834.8K shares2026-Q1: 1.05M shares
$238.06(+22.32%)
2026-03-31

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