Durable Capital Partners LP 13F Holdings
CIK 0001798849 · Bethesda, MD
As of Sep 30, 2025, Durable Capital Partners LP reported 48 positions worth
CIK 0001798849 · Bethesda, MD
As of Sep 30, 2025, Durable Capital Partners LP reported 48 positions worth
3.5B in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| RBC BEARINGS INC | RBC | Industrials | 2,521,043 | $983.9M | 7.29% |
| COUPANG INC | CPNG | Consumer Cyclical | 24,833,189 | $799.6M | 5.93% |
| SHOPIFY INC | SHOP | Technology | 4,543,835 | $675.3M | 5.00% |
| COLLIERS INTERNATIONAL GROUP INC | CIGI | Real Estate | 3,699,124 | $577.8M | 4.28% |
| XPO INC | XPO | Industrials | 4,331,280 | $559.9M | 4.15% |
| API GROUP CORP | APG | Industrials | 14,898,178 | $512.1M | 3.79% |
| ROBLOX CORP | RBLX | Communication Services | 3,529,982 | $489.0M | 3.62% |
| ACUITY INC (DE) | AYI | Industrials | 1,363,619 | $469.6M | 3.48% |
| AFFIRM HOLDINGS INC | AFRM | Technology | 6,268,515 | $458.1M | 3.39% |
| DOORDASH INC | DASH | Communication Services | 1,671,659 | $454.7M | 3.37% |
| SHIFT4 PAYMENTS INC | FOUR | Technology | 5,626,484 | $435.5M | 3.23% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 175,436 | $410.0M | 3.04% |
| VEEVA SYSTEMS INC | VEEV | Healthcare | 1,258,853 | $375.0M | 2.78% |
| FIRSTSERVICE CORP | FSV | Real Estate | 2,216,720 | $365.2M | 2.71% |
| ENTEGRIS INC | ENTG | Technology | 3,765,035 | $348.1M | 2.58% |
| CARVANA CO | CVNA | Consumer Cyclical | 892,477 | $336.7M | 2.49% |
| FLUTTER ENTERTAINMENT PLC | FLUT | Consumer Cyclical | 1,243,988 | $316.0M | 2.34% |
| WEST PHARMACEUTICAL SERVICES INC | WST | Healthcare | 1,172,583 | $307.6M | 2.28% |
| BOOKING HOLDINGS INC | BKNG | Industrials | 55,319 | $298.7M | 2.21% |
| INTUIT INC | INTU | Technology | 437,256 | $298.6M | 2.21% |
| PRIVIA HEALTH GROUP INC | PRVA | Healthcare | 11,691,685 | $291.1M | 2.16% |
| DUOLINGO INC | DUOL | Technology | 874,919 | $281.6M | 2.09% |
| FIGMA INC | FIG | Technology | 5,369,380 | $278.5M | 2.06% |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 1,088,970 | $244.6M | 1.81% |
| WARBY PARKER INC | WRBY | Healthcare | 8,752,607 | $241.4M | 1.79% |