Durable Capital Partners LP
Net seller this quarter
$10.3B
36
-$428M
59.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 RBC | $1.1B | 10.70% | 5.22% | -24.9% | Q1 2020 |
 DASH | $767M | 7.46% | Not reported | -2.9% | Q4 2020 |
 Q | $744M | 7.23% | 2.18% | -10.5% | Q4 2025 |
 FERG | $707M | 6.88% | 1.54% | +35.9% | Q1 2025 |
 MELI | $524M | 5.10% | 0.61% | -12.0% | Q1 2025 |
 APG | $514M | 5.00% | 2.80% | -17.9% | Q3 2024 |
 XPO | $498M | 4.84% | 2.07% | -17.4% | Q4 2024 |
 CVNA | $442M | 4.30% | Not reported | +35.0% | Q2 2024 |
 MAIR | $398M | 3.87% | 1019648.60% | New | Q2 2026 |
 TWLO | $381M | 3.70% | 1.22% | Not reported | Q1 2020 |
 AFRM | $361M | 3.51% | 7.47% | -21.7% | Q1 2021 |
 FN | $339M | 3.30% | 1.68% | +178.7% | Q1 2026 |
 PRVA | $299M | 2.91% | 9.21% | -3.7% | Q2 2023 |
 ULS | $299M | 2.91% | 1.46% | -10.8% | Q4 2025 |
 CRH | $285M | 2.77% | 0.40% | +80.4% | Q1 2026 |
 SHOP | $267M | 2.59% | 0.59% | +140.3% | Q2 2020 |
 CLH | $267M | 2.59% | 1.69% | -15.1% | Q3 2025 |
 RKT | $260M | 2.53% | Not reported | -14.6% | Q3 2025 |
 VSEC | $224M | 2.18% | 3.49% | -30.2% | Q2 2024 |
 FLS | $216M | 2.10% | 2.28% | +205.8% | Q1 2026 |
 FOUR | $215M | 2.09% | 5.58% | -28.3% | Q2 2020 |
 WRBY | $194M | 1.89% | 5.65% | Not reported | Q3 2021 |
 OPCH | $129M | 1.26% | 4.12% | -31.5% | Q3 2024 |
 MDLN | $104M | 1.01% | Not reported | -63.8% | Q4 2025 |
 XMTR | $98M | 0.95% | 2.20% | +1731.9% | Q2 2021 |
 WIX | $92.6M | 0.90% | 3.71% | Not reported | Q1 2020 |
 GSHD | $89.1M | 0.87% | 8.69% | +17.5% | Q1 2020 |
 AUR | $74.3M | 0.72% | 0.55% | +632.8% | Q3 2023 |
 CPNG | $67.4M | 0.66% | Not reported | -69.8% | Q1 2021 |
 ANDG | $63M | 0.61% | Not reported | Not reported | Q4 2025 |
 AIT | $54.8M | 0.53% | 0.44% | -45.4% | Q1 2026 |
 ENTG | $52.7M | 0.51% | 0.19% | -69.8% | Q2 2023 |
 ROL | $48.7M | 0.47% | 0.24% | Not reported | Q1 2020 |
 AGL | $47.2M | 0.46% | 2.63% | Not reported | Q2 2021 |
 TECH | $35.5M | 0.34% | 0.32% | -88.7% | Q3 2025 |
 AYI | $25.9M | 0.25% | 0.23% | -80.7% | Q3 2024 |
| Q1 2026 | |||||
| RBC | $1.24B | 12.72% | 6.95% | -3.0% | Q1 2020 |
| DASH | $642M | 6.61% | Not reported | +19.5% | Q4 2020 |
| MELI | $607M | 6.24% | 0.69% | +13.9% | Q1 2025 |
| APG | $599M | 6.16% | 3.42% | -1.6% | Q3 2024 |
| Q | $587M | 6.04% | 2.43% | +81.7% | Q4 2025 |
| XPO | $571M | 5.88% | 2.51% | -25.7% | Q4 2024 |
| FERG | $511M | 5.26% | 1.13% | +40.4% | Q1 2025 |
| MDLN | $323M | 3.33% | Not reported | +5.3% | Q4 2025 |
| CVNA | $313M | 3.22% | Not reported | +7.6% | Q2 2024 |
| CLH | $301M | 3.10% | 1.99% | +25.9% | Q3 2025 |
| ULS | $282M | 2.90% | 1.64% | +28.4% | Q4 2025 |
| RKT | $275M | 2.83% | Not reported | +10.5% | Q3 2025 |
| FOUR | $270M | 2.78% | 7.59% | -6.7% | Q2 2020 |
| VSEC | $259M | 2.67% | 5.01% | +59.8% | Q2 2024 |
| AFRM | $259M | 2.66% | 9.54% | +53.5% | Q1 2021 |
| PRVA | $249M | 2.56% | 9.62% | Not reported | Q2 2023 |
| CPNG | $243M | 2.50% | Not reported | -47.4% | Q1 2021 |
| OPCH | $242M | 2.49% | 5.73% | Not reported | Q3 2024 |
| TECH | $233M | 2.40% | 2.85% | +113.3% | Q3 2025 |
| WIX | $184M | 1.89% | 3.71% | Not reported | Q1 2020 |
| CRH | $155M | 1.60% | 0.21% | New | Q1 2026 |
 YOU | $144M | 1.48% | 3.39% | -14.2% | Q2 2021 |
| WRBY | $135M | 1.39% | 5.65% | -12.5% | Q3 2021 |
| SHOP | $115M | 1.19% | 0.25% | -52.4% | Q2 2020 |
| ENTG | $114M | 1.17% | 0.64% | Not reported | Q2 2023 |
| FN | $113M | 1.16% | 0.60% | New | Q1 2026 |
| AYI | $99.7M | 1.03% | 1.17% | -56.4% | Q3 2024 |
 CIGI | $88.6M | 0.91% | 2.06% | -75.4% | Q3 2020 |
| AIT | $78.7M | 0.81% | 0.80% | New | Q1 2026 |
| FLS | $70M | 0.72% | 0.75% | New | Q1 2026 |
| GSHD | $66.7M | 0.69% | 7.39% | Not reported | Q1 2020 |
| ANDG | $45.4M | 0.47% | Not reported | Not reported | Q4 2025 |
 RBLX | $36.6M | 0.38% | 0.09% | -44.4% | Q4 2024 |
| AUR | $6.12M | 0.06% | 0.08% | -78.1% | Q3 2023 |
 ESAB | $3.32M | 0.03% | 0.06% | Not reported | Q1 2025 |
| XMTR | $2.26M | 0.02% | 0.12% | Not reported | Q2 2021 |
| Q4 2025 | |||||
| RBC | $1.05B | 9.95% | 7.17% | -7.0% | Q1 2020 |
| DASH | $811M | 7.67% | Not reported | +114.1% | Q4 2020 |
| MELI | $620M | 5.87% | 0.61% | +75.5% | Q1 2025 |
| CPNG | $577M | 5.46% | Not reported | -1.5% | Q1 2021 |
| APG | $575M | 5.44% | 3.61% | +0.8% | Q3 2024 |
| XPO | $537M | 5.08% | 3.38% | -8.8% | Q4 2024 |
| CIGI | $495M | 4.69% | 8.38% | -8.9% | Q3 2020 |
| FOUR | $416M | 3.94% | 7.97% | +17.4% | Q2 2020 |
| CVNA | $390M | 3.69% | Not reported | +3.7% | Q2 2024 |
| FERG | $348M | 3.29% | 0.80% | +43.4% | Q1 2025 |
| RKT | $338M | 3.20% | Not reported | +59.0% | Q3 2025 |
| SHOP | $329M | 3.11% | 0.52% | -55.0% | Q2 2020 |
| AYI | $294M | 2.78% | 2.66% | -40.2% | Q3 2024 |
| MDLN | $290M | 2.74% | Not reported | New | Q4 2025 |
| PRVA | $287M | 2.71% | 9.78% | +3.4% | Q2 2023 |
| OPCH | $286M | 2.71% | 5.73% | +21.0% | Q3 2024 |
| AFRM | $274M | 2.59% | 6.21% | -41.3% | Q1 2021 |
| Q | $229M | 2.16% | 1.34% | New | Q4 2025 |
 VEEV | $212M | 2.01% | 0.58% | -24.4% | Q3 2023 |
| ULS | $202M | 1.91% | 1.28% | New | Q4 2025 |
| CLH | $196M | 1.85% | 1.58% | +45.5% | Q3 2025 |
| WRBY | $159M | 1.51% | 6.46% | -16.5% | Q3 2021 |
| VSEC | $152M | 1.44% | 3.76% | +1.6% | Q2 2024 |
 DSGX | $150M | 1.42% | 1.99% | Not reported | Q1 2020 |
 SRAD | $142M | 1.34% | Not reported | Not reported | Q3 2021 |
| TWLO | $137M | 1.29% | 0.63% | Not reported | Q1 2020 |
| TECH | $123M | 1.16% | 1.34% | +49.6% | Q3 2025 |
| YOU | $121M | 1.15% | 3.94% | -45.6% | Q2 2021 |
| GSHD | $115M | 1.09% | 7.39% | +1.4% | Q1 2020 |
 APP | $110M | 1.04% | 0.05% | -13.0% | Q1 2025 |
 BKNG | $97.9M | 0.93% | 0.06% | -67.0% | Q4 2022 |
| RBLX | $94.2M | 0.89% | 0.16% | -67.1% | Q4 2024 |
 CBZ | $82.3M | 0.78% | 3.00% | -58.4% | Q3 2025 |
 TOST | $81.6M | 0.77% | 1.05% | -63.9% | Q3 2021 |
 FSV | $67.9M | 0.64% | 0.95% | -80.3% | Q1 2020 |
 FIG | $64.5M | 0.61% | Not reported | -67.8% | Q3 2025 |
| ANDG | $43.3M | 0.41% | Not reported | New | Q4 2025 |
| AUR | $26M | 0.25% | 0.35% | -43.8% | Q3 2023 |
 DUOL | $20.9M | 0.20% | 0.72% | -86.4% | Q3 2021 |
| Q3 2025 | |||||
| RBC | $984M | 7.29% | 7.71% | Not reported | Q1 2020 |
| CPNG | $800M | 5.93% | Not reported | +0.4% | Q1 2021 |
| SHOP | $675M | 5.00% | 1.16% | Not reported | Q2 2020 |
| CIGI | $578M | 4.28% | 9.20% | +2.0% | Q3 2020 |
| XPO | $560M | 4.15% | 3.70% | +20.5% | Q4 2024 |
| APG | $512M | 3.79% | 3.58% | -6.5% | Q3 2024 |
| RBLX | $489M | 3.62% | 0.50% | -23.1% | Q4 2024 |
| AYI | $470M | 3.48% | 4.45% | +9.1% | Q3 2024 |
| AFRM | $458M | 3.39% | 10.58% | -15.2% | Q1 2021 |
| DASH | $455M | 3.37% | Not reported | +62.8% | Q4 2020 |
| FOUR | $435M | 3.23% | 6.79% | -15.6% | Q2 2020 |
| MELI | $410M | 3.04% | 0.35% | +18.6% | Q1 2025 |
| VEEV | $375M | 2.78% | 0.77% | +28.9% | Q3 2023 |
| FSV | $365M | 2.71% | 4.90% | +12.9% | Q1 2020 |
| ENTG | $348M | 2.58% | 2.48% | +23.2% | Q2 2023 |
| CVNA | $337M | 2.49% | Not reported | Not reported | Q2 2024 |
 FLUT | $316M | 2.34% | 0.71% | +274.2% | Q1 2025 |
 WST | $308M | 2.28% | 1.63% | +12.7% | Q1 2020 |
| BKNG | $299M | 2.21% | 0.17% | +48.3% | Q4 2022 |
 INTU | $299M | 2.21% | 0.16% | -44.1% | Q1 2020 |
| PRVA | $291M | 2.16% | 9.52% | +1.8% | Q2 2023 |
| DUOL | $282M | 2.09% | 5.26% | -18.5% | Q3 2021 |
| FIG | $279M | 2.06% | Not reported | New | Q3 2025 |
| FERG | $245M | 1.81% | 0.56% | Not reported | Q1 2025 |
| WRBY | $241M | 1.79% | 7.73% | -8.8% | Q3 2021 |
| TOST | $232M | 1.72% | 2.89% | -37.9% | Q3 2021 |
| ESAB | $217M | 1.61% | 3.21% | +40.5% | Q1 2025 |
| RKT | $213M | 1.58% | Not reported | New | Q3 2025 |
| YOU | $213M | 1.57% | 7.25% | -15.0% | Q2 2021 |
| CBZ | $208M | 1.54% | 7.27% | New | Q3 2025 |
| OPCH | $206M | 1.53% | 4.64% | -9.8% | Q3 2024 |
| WIX | $183M | 1.36% | 1.84% | Not reported | Q1 2020 |
 HUBS | $153M | 1.13% | 0.63% | -45.6% | Q1 2022 |
| VSEC | $144M | 1.07% | 4.18% | Not reported | Q2 2024 |
| APP | $135M | 1.00% | 0.06% | Not reported | Q1 2025 |
| CLH | $133M | 0.99% | 1.07% | New | Q3 2025 |
 FND | $121M | 0.90% | 1.53% | +17.7% | Q3 2024 |
| GSHD | $115M | 0.85% | 7.29% | +126.5% | Q1 2020 |
| MASI | $91.6M | 0.68% | 1.16% | -46.7% | Q1 2025 |
| TECH | $77.7M | 0.58% | 0.90% | New | Q3 2025 |
| AUR | $64.9M | 0.48% | 0.62% | -41.0% | Q3 2023 |
 RH | $45M | 0.33% | 1.18% | -65.7% | Q2 2020 |
 BIRK | $40.1M | 0.30% | 0.47% | Not reported | Q4 2023 |
| XMTR | $36.5M | 0.27% | 1.45% | Not reported | Q2 2021 |
 ROP | $28.2M | 0.21% | 0.05% | -82.9% | Q1 2020 |
 OM | $14.5M | 0.11% | 5.75% | -38.2% | Q1 2025 |
 VIA | $9.62M | 0.07% | 1.57% | New | Q3 2025 |
 SG | $5.3M | 0.04% | 0.69% | -69.0% | Q4 2021 |