# Durable Capital Partners LP: Form 13F holdings

An institutional investment manager in Bethesda, MD. SEC CIK 1798849.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $10.28bn
- Positions: 36 (36 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1798849/000179884926000010/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [RBC BEARINGS INC (RBC)](/companies/rbc.md) | COM | $1.10bn | 10.7% | 1,708,921 |  | Reduced −566,715 |
| [DOORDASH INC (DASH)](/companies/dash.md) | CL A | $766.6m | 7.5% | 4,154,183 |  | Reduced −121,823 |
| [QNITY ELECTRONICS INC (Q)](/companies/q.md) | COMMON STOCK | $743.6m | 7.2% | 4,553,414 |  | Reduced −534,694 |
| [FERGUSON ENTERPRISES INC (FERG)](/companies/ferg.md) | COMMON STOCK NEW | $707.2m | 6.9% | 2,979,735 |  | Added +787,760 |
| [MERCADOLIBRE  INC (MELI)](/companies/meli.md) | COM | $523.9m | 5.1% | 308,663 |  | Reduced −42,182 |
| [API GROUP CORP (APG)](/companies/apg.md) | COM STK | $513.8m | 5.0% | 12,131,313 |  | Reduced −2,643,923 |
| [XPO INC (XPO)](/companies/xpo.md) | COM | $497.8m | 4.8% | 2,424,919 |  | Reduced −511,015 |
| [CARVANA CO (CVNA)](/companies/cvna.md) | CL A | $442.4m | 4.3% | 6,720,882 |  | Added +5,725,141 |
| [MADISON AIR SOLUTIONS CORP (MAIR)](/companies/mair.md) | COM SHS CL A | $397.7m | 3.9% | 10,196,486 |  | New +10,196,486 |
| [TWILIO INC (TWLO)](/companies/twlo.md) | CL A | $380.9m | 3.7% | 1,846,153 |  | New +1,846,153 |
| [AFFIRM HLDGS INC (AFRM)](/companies/afrm.md) | COM CL A | $360.9m | 3.5% | 4,425,406 |  | Reduced −1,224,028 |
| FABRINET | SHS | $339.1m | 3.3% | 603,340 |  | Added +386,868 |
| [PRIVIA HEALTH GROUP INC (PRVA)](/companies/prva.md) | COM | $299.4m | 2.9% | 11,635,948 |  | Reduced −451,895 |
| [UL SOLUTIONS INC (ULS)](/companies/uls.md) | CLASS A COM SHS | $299.2m | 2.9% | 2,937,488 |  | Reduced −354,028 |
| CRH PLC | ORD | $285.2m | 2.8% | 2,665,296 |  | Added +1,187,519 |
| [SHOPIFY INC (SHOP)](/companies/shop.md) | CL A SUB VTG SHS | $266.7m | 2.6% | 2,335,694 |  | Added +1,363,880 |
| [CLEAN HARBORS INC (CLH)](/companies/clh.md) | COM | $266.6m | 2.6% | 892,405 |  | Reduced −158,568 |
| [ROCKET COS INC (RKT)](/companies/rkt.md) | COM CL A | $259.7m | 2.5% | 16,488,238 |  | Reduced −2,817,487 |
| [VSE CORP (VSEC)](/companies/vsec.md) | COM | $224.0m | 2.2% | 980,310 |  | Reduced −424,461 |
| [FLOWSERVE CORP (FLS)](/companies/fls.md) | COM | $215.9m | 2.1% | 2,911,004 |  | Added +1,959,206 |
| [SHIFT4 PMTS INC (FOUR)](/companies/four.md) | CL A | $215.2m | 2.1% | 4,423,633 |  | Reduced −1,742,160 |
| [WARBY PARKER INC (WRBY)](/companies/wrby.md) | CL A COM | $194.1m | 1.9% | 6,396,513 |  | Unchanged |
| [OPTION CARE HEALTH INC (OPCH)](/companies/opch.md) | COM NEW | $129.3m | 1.3% | 6,163,722 |  | Reduced −2,827,532 |
| [MEDLINE INC (MDLN)](/companies/mdln.md) | COM CL A | $103.6m | 1.0% | 2,627,321 |  | Reduced −4,638,532 |
| [XOMETRY INC (XMTR)](/companies/xmtr.md) | CLASS A COM | $98.0m | 1.0% | 1,014,976 |  | Added +959,571 |
| WIX COM LTD | SHS | $92.6m | 0.9% | 2,041,688 |  | Unchanged |
| [GOOSEHEAD INS INC (GSHD)](/companies/gshd.md) | COM CL A | $89.1m | 0.9% | 1,837,151 |  | Added +274,182 |
| [AURORA INNOVATION INC (AUR)](/companies/aur.md) | CLASS A COM | $74.3m | 0.7% | 10,889,415 |  | Added +9,403,379 |
| [COUPANG INC (CPNG)](/companies/cpng.md) | CL A | $67.4m | 0.7% | 3,881,925 |  | Reduced −8,984,881 |
| [ANDERSEN GROUP INC (ANDG)](/companies/andg.md) | CL A | $63.0m | 0.6% | 1,670,485 |  | Unchanged |
| [APPLIED INDL TECHNOLOGIES IN (AIT)](/companies/ait.md) | COM | $54.8m | 0.5% | 162,070 |  | Reduced −134,531 |
| [ENTEGRIS INC (ENTG)](/companies/entg.md) | COM | $52.7m | 0.5% | 293,139 |  | Reduced −678,562 |
| [ROLLINS INC (ROL)](/companies/rol.md) | COM | $48.7m | 0.5% | 1,165,673 |  | New +1,165,673 |
| [AGILON HEALTH INC (AGL)](/companies/agl.md) | COM NEW | $47.2m | 0.5% | 440,642 |  | New +440,642 |
| [BIO-TECHNE CORP (TECH)](/companies/tech.md) | COM | $35.5m | 0.3% | 501,963 |  | Reduced −3,954,054 |
| [ACUITY INC (AYI)](/companies/ayi.md) | COM | $25.9m | 0.3% | 68,646 |  | Reduced −287,083 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CLEAR SECURE INC (YOU)](/companies/you.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −2,971,595 |
| [COLLIERS INTL GROUP INC (CIGI)](/companies/cigi.md) | SUB VTG SHS | $0 | 0.0% | 0 |  | Sold out −828,839 |
| [ESAB CORPORATION (ESAB)](/companies/esab.md) | COM | $0 | 0.0% | 0 |  | Sold out −34,315 |
| ISHARES TR | RUSSELL 2000 ETF | $0 | 0.0% | 0 |  | Sold out −1,027,614 |
| [ROBLOX CORP (RBLX)](/companies/rblx.md) | CL A | $0 | 0.0% | 0 |  | Sold out −646,429 |

Source: SEC EDGAR, Form 13F-HR, accession 0001798849-26-000010. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.