Durable Capital Partners LP

Bethesda, MD · CIK 1798849 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityDURABLE CAPITAL PARTNERS LP (US)

$10.3bn reported value +5.9% vs Q1 2026

36positions

59.1%in top 10

4 new 9 added 20 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	RBC BEARINGS INC COM RBC	RBC	1,708,921	$1.1bn10.70%	10.70%	Reduced -566.7k	-566,715 -24.9%
2	DOORDASH INC CL A DASH	DASH	4,154,183	$766.6m7.46%	7.46%	Reduced -121.8k	-121,823 -2.9%
3	QNITY ELECTRONICS INC COMMON STOCK Q	Q	4,553,414	$743.6m7.23%	7.23%	Reduced -534.7k	-534,694 -10.5%
4	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	2,979,735	$707.2m6.88%	6.88%	Added +787.8k	+787,760 35.9%
5	MERCADOLIBRE INC COM MELI	MELI	308,663	$523.9m5.10%	5.10%	Reduced -42.2k	-42,182 -12.0%
6	API GROUP CORP COM STK APG	APG	12,131,313	$513.8m5.00%	5.00%	Reduced -2.6m	-2,643,923 -17.9%
7	XPO INC COM XPO	XPO	2,424,919	$497.8m4.84%	4.84%	Reduced -511.0k	-511,015 -17.4%
8	CARVANA CO CL A CVNA	CVNA	6,720,882	$442.4m4.30%	4.30%	Added +1.7m	+1,742,177 35.0%
9	MADISON AIR SOLUTIONS CORP COM SHS CL A MAIR	MAIR	10,196,486	$397.7m3.87%	3.87%	New
10	TWILIO INC CL A TWLO	TWLO	1,846,153	$380.9m3.70%	3.70%	New
11	AFFIRM HLDGS INC COM CL A AFRM	AFRM	4,425,406	$360.9m3.51%	3.51%	Reduced -1.2m	-1,224,028 -21.7%
12	FABRINET SHS FN	FN	603,340	$339.1m3.30%	3.30%	Added +386.9k	+386,868 178.7%
13	PRIVIA HEALTH GROUP INC COM PRVA	PRVA	11,635,948	$299.4m2.91%	2.91%	Reduced -451.9k	-451,895 -3.7%
14	UL SOLUTIONS INC CLASS A COM SHS ULS	ULS	2,937,488	$299.2m2.91%	2.91%	Reduced -354.0k	-354,028 -10.8%
15	CRH PLC ORD CRH	CRH	2,665,296	$285.2m2.77%	2.77%	Added +1.2m	+1,187,519 80.4%
16	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	2,335,694	$266.7m2.59%	2.59%	Added +1.4m	+1,363,880 140.3%
17	CLEAN HARBORS INC COM CLH	CLH	892,405	$266.6m2.59%	2.59%	Reduced -158.6k	-158,568 -15.1%
18	ROCKET COS INC COM CL A RKT	RKT	16,488,238	$259.7m2.53%	2.53%	Reduced -2.8m	-2,817,487 -14.6%
19	VSE CORP COM VSEC	VSEC	980,310	$224.0m2.18%	2.18%	Reduced -424.5k	-424,461 -30.2%
20	FLOWSERVE CORP COM FLS	FLS	2,911,004	$215.9m2.10%	2.10%	Added +2.0m	+1,959,206 205.8%
21	SHIFT4 PMTS INC CL A FOUR	FOUR	4,423,633	$215.2m2.09%	2.09%	Reduced -1.7m	-1,742,160 -28.3%
22	WARBY PARKER INC CL A COM WRBY	WRBY	6,396,513	$194.1m1.89%	1.89%	Unchanged
23	OPTION CARE HEALTH INC COM NEW OPCH	OPCH	6,163,722	$129.3m1.26%	1.26%	Reduced -2.8m	-2,827,532 -31.4%
24	MEDLINE INC COM CL A MDLN	MDLN	2,627,321	$103.6m1.01%	1.01%	Reduced -4.6m	-4,638,532 -63.8%
25	XOMETRY INC CLASS A COM XMTR	XMTR	1,014,976	$98.0m0.95%	0.95%	Added +959.6k	+959,571 1731.9%
26	WIX COM LTD SHS WIX	WIX	2,041,688	$92.6m0.90%	0.90%	Unchanged
27	GOOSEHEAD INS INC COM CL A GSHD	GSHD	1,837,151	$89.1m0.87%	0.87%	Added +274.2k	+274,182 17.5%
28	AURORA INNOVATION INC CLASS A COM AUR	AUR	10,889,415	$74.3m0.72%	0.72%	Added +9.4m	+9,403,379 632.8%
29	COUPANG INC CL A CPNG	CPNG	3,881,925	$67.4m0.66%	0.66%	Reduced -9.0m	-8,984,881 -69.8%
30	ANDERSEN GROUP INC CL A ANDG	ANDG	1,670,485	$63.0m0.61%	0.61%	Unchanged
31	APPLIED INDL TECHNOLOGIES IN COM AIT	AIT	162,070	$54.8m0.53%	0.53%	Reduced -134.5k	-134,531 -45.4%
32	ENTEGRIS INC COM ENTG	ENTG	293,139	$52.7m0.51%	0.51%	Reduced -678.6k	-678,562 -69.8%
33	ROLLINS INC COM ROL	ROL	1,165,673	$48.7m0.47%	0.47%	New
34	AGILON HEALTH INC COM NEW AGL	AGL	440,642	$47.2m0.46%	0.46%	New
35	BIO-TECHNE CORP COM TECH	TECH	501,963	$35.5m0.34%	0.34%	Reduced -4.0m	-3,954,054 -88.7%
36	ACUITY INC COM AYI	AYI	68,646	$25.9m0.25%	0.25%	Reduced -287.1k	-287,083 -80.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IWM	IWM	1,027,614	$254.8m1.0m shares
CLEAR SECURE INC YOU	YOU	2,971,595	$143.9m3.0m shares
COLLIERS INTL GROUP INC CIGI	CIGI	828,839	$88.6m828.8k shares
ROBLOX CORP RBLX	RBLX	646,429	$36.6m646.4k shares
ESAB CORPORATION ESAB	ESAB	34,315	$3.3m34.3k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
ANDERSEN GROUP INC ANDG · 13G · filed 2025-12-29	ANDG	13.2%≈ $63.0m	new	13G	2025-12-29
GOOSEHEAD INS INC GSHD · 13G · filed 2026-08-07	GSHD	10.8%≈ $121.8m	+5.1 pts	13G	2026-08-07
OUTSET MED INC OM · 13G · filed 2025-01-10	OM	9.9%	new	13G	2025-01-10
WARBY PARKER INC WRBY · 13G · filed 2026-02-17	WRBY	6.9%≈ $221.8m	-1.4 pts	13G	2026-02-17
SHIFT4 PMTS INC FOUR · 13G · filed 2026-08-14	FOUR	5.6%≈ $215.2m	-2.0 pts	13G	2026-08-14
RBC BEARINGS INC RBC · 13G · filed 2026-08-14	RBC	5.4%≈ $1.1bn	-1.8 pts	13G	2026-08-14
MADISON AIR SOLUTIONS CORP MAIR · 13G · filed 2026-04-23	MAIR	5.2%≈ $361.1m	new	13G	2026-04-23

Trades reported as a company insider since 1 Apr 2026

Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.

Date	Company	Ticker	Trade	Shares	Value	Their holding
2026-09-22	GOOSEHEAD INS INC 10% owner · See footnote (1)	GSHD	Bought	150,000	$7.1m150.0k shares	+6%
2026-07-31	GOOSEHEAD INS INC 10% owner · See footnote (1)	GSHD	Bought	36,256	$2.2m36.3k shares	+1%
2026-07-27	GOOSEHEAD INS INC 10% owner · See footnote (1)	GSHD	Bought	40,077	$2.5m40.1k shares	+2%
2026-07-24	GOOSEHEAD INS INC 10% owner · See footnote (1)	GSHD	Bought	113,646	$6.6m113.6k shares	+5%
2026-07-07	ANDERSEN GROUP INC 10% owner · See footnote (1)	ANDG	Sold	336,736	$13.5m336.7k shares	-20%