Filed: 11/14/2025ACC: 0001798849-25-000015
📋 What this filing means
DURABLE CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $13.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$13.50B
Total AUM (reported)
173.26M
Total Shares
Allocation by class
COM$5.43B40.2%
CL A$2.87B21.3%
COM CL A$1.15B8.5%
CL A COM$898.01M6.7%
CL A SUB VTG SHS$675.26M5.0%
SUB VTG SHS$577.84M4.3%
COM STK$512.05M3.8%
Portfolio Concentration
Top 3$2.46B18.2%
4–10$3.52B26.1%
11–25$4.83B35.8%
Rest$2.69B19.9%
Top 3 weight
18.2%
Top 10 weight
44.3%
Voting Authority Distribution
Total shares with voting rights: 173.26M
Sole
Full voting authority
173.26M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings48
Rows:
RBC BEARINGS INC
SOLEShares2.52M
TypeSH
Market value$983.94M
7.29%
Sole
2.52M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares24.83M
TypeSH
Market value$799.63M
5.93%
Sole
24.83M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares4.54M
TypeSH
Market value$675.26M
5.00%
Sole
4.54M
Shared
0.00
None
0.00
COLLIERS INTL GROUP INC
SOLEShares3.70M
TypeSH
Market value$577.84M
4.28%
Sole
3.70M
Shared
0.00
None
0.00
XPO INC
SOLEShares4.33M
TypeSH
Market value$559.90M
4.15%
Sole
4.33M
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares14.90M
TypeSH
Market value$512.05M
3.79%
Sole
14.90M
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares3.53M
TypeSH
Market value$488.97M
3.62%
Sole
3.53M
Shared
0.00
None
0.00
ACUITY INC
SOLEShares1.36M
TypeSH
Market value$469.62M
3.48%
Sole
1.36M
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares6.27M
TypeSH
Market value$458.10M
3.39%
Sole
6.27M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares1.67M
TypeSH
Market value$454.67M
3.37%
Sole
1.67M
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares5.63M
TypeSH
Market value$435.49M
3.23%
Sole
5.63M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares175.44K
TypeSH
Market value$409.98M
3.04%
Sole
175.44K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares1.26M
TypeSH
Market value$375.02M
2.78%
Sole
1.26M
Shared
0.00
None
0.00
FIRSTSERVICE CORP NEW
SOLEShares2.22M
TypeSH
Market value$365.18M
2.71%
Sole
2.22M
Shared
0.00
None
0.00
ENTEGRIS INC
SOLEShares3.77M
TypeSH
Market value$348.12M
2.58%
Sole
3.77M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares892.48K
TypeSH
Market value$336.68M
2.49%
Sole
892.48K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares1.24M
TypeSH
Market value$315.97M
2.34%
Sole
1.24M
Shared
0.00
None
0.00
WEST PHARMACEUTICAL SVSC INC
SOLEShares1.17M
TypeSH
Market value$307.60M
2.28%
Sole
1.17M
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares55.32K
TypeSH
Market value$298.68M
2.21%
Sole
55.32K
Shared
0.00
None
0.00
INTUIT
SOLEShares437.26K
TypeSH
Market value$298.61M
2.21%
Sole
437.26K
Shared
0.00
None
0.00
PRIVIA HEALTH GROUP INC
SOLEShares11.69M
TypeSH
Market value$291.12M
2.16%
Sole
11.69M
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares874.92K
TypeSH
Market value$281.58M
2.09%
Sole
874.92K
Shared
0.00
None
0.00
FIGMA INC
SOLEShares5.37M
TypeSH
Market value$278.51M
2.06%
Sole
5.37M
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares1.09M
TypeSH
Market value$244.56M
1.81%
Sole
1.09M
Shared
0.00
None
0.00
WARBY PARKER INC
SOLEShares8.75M
TypeSH
Market value$241.40M
1.79%
Sole
8.75M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
RBC BEARINGS INCSOLE | COM | 2.52M | SH | $983.94M 7.29% | 2.52M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 24.83M | SH | $799.63M 5.93% | 24.83M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 4.54M | SH | $675.26M 5.00% | 4.54M | 0.00 | 0.00 |
COLLIERS INTL GROUP INCSOLE | SUB VTG SHS | 3.70M | SH | $577.84M 4.28% | 3.70M | 0.00 | 0.00 |
XPO INCSOLE | COM | 4.33M | SH | $559.90M 4.15% | 4.33M | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 14.90M | SH | $512.05M 3.79% | 14.90M | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 3.53M | SH | $488.97M 3.62% | 3.53M | 0.00 | 0.00 |
ACUITY INCSOLE | COM | 1.36M | SH | $469.62M 3.48% | 1.36M | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 6.27M | SH | $458.10M 3.39% | 6.27M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 1.67M | SH | $454.67M 3.37% | 1.67M | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 5.63M | SH | $435.49M 3.23% | 5.63M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 175.44K | SH | $409.98M 3.04% | 175.44K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 1.26M | SH | $375.02M 2.78% | 1.26M | 0.00 | 0.00 |
FIRSTSERVICE CORP NEWSOLE | COM | 2.22M | SH | $365.18M 2.71% | 2.22M | 0.00 | 0.00 |
ENTEGRIS INCSOLE | COM | 3.77M | SH | $348.12M 2.58% | 3.77M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 892.48K | SH | $336.68M 2.49% | 892.48K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 1.24M | SH | $315.97M 2.34% | 1.24M | 0.00 | 0.00 |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 1.17M | SH | $307.60M 2.28% | 1.17M | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 55.32K | SH | $298.68M 2.21% | 55.32K | 0.00 | 0.00 |
INTUITSOLE | COM | 437.26K | SH | $298.61M 2.21% | 437.26K | 0.00 | 0.00 |
PRIVIA HEALTH GROUP INCSOLE | COM | 11.69M | SH | $291.12M 2.16% | 11.69M | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 874.92K | SH | $281.58M 2.09% | 874.92K | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 5.37M | SH | $278.51M 2.06% | 5.37M | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 1.09M | SH | $244.56M 1.81% | 1.09M | 0.00 | 0.00 |
WARBY PARKER INCSOLE | CL A COM | 8.75M | SH | $241.40M 1.79% | 8.75M | 0.00 | 0.00 |
Page 1 of 2