Filed: 2/17/2026ACC: 0001798849-26-000003
📋 What this filing means
DURABLE CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 40 equity positions with a total reported market value of $10.57B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$10.57B
Total AUM (reported)
161.28M
Total Shares
Allocation by class
COM$3.66B34.6%
CL A$2.55B24.1%
COM CL A$1.25B11.8%
COM STK$574.56M5.4%
SUB VTG SHS$495.39M4.7%
CL A COM$392.71M3.7%
COMMON STOCK NEW$347.60M3.3%
Portfolio Concentration
Top 3$2.48B23.5%
4–10$3.34B31.6%
11–25$3.54B33.5%
Rest$1.21B11.4%
Top 3 weight
23.5%
Top 10 weight
55.1%
Voting Authority Distribution
Total shares with voting rights: 161.28M
Sole
Full voting authority
161.28M
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)
Sole40
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings40
Rows:
RBC BEARINGS INC
SOLEShares2.34M
TypeSH
Market value$1.05B
9.95%
Sole
2.34M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares3.58M
TypeSH
Market value$810.51M
7.67%
Sole
3.58M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares307.93K
TypeSH
Market value$620.26M
5.87%
Sole
307.93K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares24.45M
TypeSH
Market value$576.85M
5.46%
Sole
24.45M
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares15.02M
TypeSH
Market value$574.56M
5.44%
Sole
15.02M
Shared
0.00
None
0.00
XPO INC
SOLEShares3.95M
TypeSH
Market value$536.72M
5.08%
Sole
3.95M
Shared
0.00
None
0.00
COLLIERS INTL GROUP INC
SOLEShares3.37M
TypeSH
Market value$495.39M
4.69%
Sole
3.37M
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares6.61M
TypeSH
Market value$416.04M
3.94%
Sole
6.61M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares925.04K
TypeSH
Market value$390.39M
3.69%
Sole
925.04K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares1.56M
TypeSH
Market value$347.60M
3.29%
Sole
1.56M
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares17.47M
TypeSH
Market value$338.22M
3.20%
Sole
17.47M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares2.04M
TypeSH
Market value$328.90M
3.11%
Sole
2.04M
Shared
0.00
None
0.00
ACUITY INC
SOLEShares815.32K
TypeSH
Market value$293.55M
2.78%
Sole
815.32K
Shared
0.00
None
0.00
MEDLINE INC
SOLEShares6.90M
TypeSH
Market value$289.80M
2.74%
Sole
6.90M
Shared
0.00
None
0.00
PRIVIA HEALTH GROUP INC
SOLEShares12.09M
TypeSH
Market value$286.60M
2.71%
Sole
12.09M
Shared
0.00
None
0.00
OPTION CARE HEALTH INC
SOLEShares8.99M
TypeSH
Market value$286.46M
2.71%
Sole
8.99M
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares3.68M
TypeSH
Market value$273.99M
2.59%
Sole
3.68M
Shared
0.00
None
0.00
QNITY ELECTRONICS INC
SOLEShares2.80M
TypeSH
Market value$228.69M
2.16%
Sole
2.80M
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares951.90K
TypeSH
Market value$212.49M
2.01%
Sole
951.90K
Shared
0.00
None
0.00
UL SOLUTIONS INC
SOLEShares2.56M
TypeSH
Market value$202.16M
1.91%
Sole
2.56M
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares834.76K
TypeSH
Market value$195.74M
1.85%
Sole
834.76K
Shared
0.00
None
0.00
WARBY PARKER INC
SOLEShares7.31M
TypeSH
Market value$159.30M
1.51%
Sole
7.31M
Shared
0.00
None
0.00
VSE CORP
SOLEShares879.23K
TypeSH
Market value$151.90M
1.44%
Sole
879.23K
Shared
0.00
None
0.00
DESCARTES SYS GROUP INC
SOLEShares1.71M
TypeSH
Market value$149.92M
1.42%
Sole
1.71M
Shared
0.00
None
0.00
SPORTRADAR GROUP AG
SOLEShares5.96M
TypeSH
Market value$141.58M
1.34%
Sole
5.96M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
RBC BEARINGS INCSOLE | COM | 2.34M | SH | $1.05B 9.95% | 2.34M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 3.58M | SH | $810.51M 7.67% | 3.58M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 307.93K | SH | $620.26M 5.87% | 307.93K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 24.45M | SH | $576.85M 5.46% | 24.45M | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 15.02M | SH | $574.56M 5.44% | 15.02M | 0.00 | 0.00 |
XPO INCSOLE | COM | 3.95M | SH | $536.72M 5.08% | 3.95M | 0.00 | 0.00 |
COLLIERS INTL GROUP INCSOLE | SUB VTG SHS | 3.37M | SH | $495.39M 4.69% | 3.37M | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 6.61M | SH | $416.04M 3.94% | 6.61M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 925.04K | SH | $390.39M 3.69% | 925.04K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 1.56M | SH | $347.60M 3.29% | 1.56M | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 17.47M | SH | $338.22M 3.20% | 17.47M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 2.04M | SH | $328.90M 3.11% | 2.04M | 0.00 | 0.00 |
ACUITY INCSOLE | COM | 815.32K | SH | $293.55M 2.78% | 815.32K | 0.00 | 0.00 |
MEDLINE INCSOLE | COM CL A | 6.90M | SH | $289.80M 2.74% | 6.90M | 0.00 | 0.00 |
PRIVIA HEALTH GROUP INCSOLE | COM | 12.09M | SH | $286.60M 2.71% | 12.09M | 0.00 | 0.00 |
OPTION CARE HEALTH INCSOLE | COM NEW | 8.99M | SH | $286.46M 2.71% | 8.99M | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 3.68M | SH | $273.99M 2.59% | 3.68M | 0.00 | 0.00 |
QNITY ELECTRONICS INCSOLE | COMMON STOCK | 2.80M | SH | $228.69M 2.16% | 2.80M | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 951.90K | SH | $212.49M 2.01% | 951.90K | 0.00 | 0.00 |
UL SOLUTIONS INCSOLE | CLASS A COM SHS | 2.56M | SH | $202.16M 1.91% | 2.56M | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 834.76K | SH | $195.74M 1.85% | 834.76K | 0.00 | 0.00 |
WARBY PARKER INCSOLE | CL A COM | 7.31M | SH | $159.30M 1.51% | 7.31M | 0.00 | 0.00 |
VSE CORPSOLE | COM | 879.23K | SH | $151.90M 1.44% | 879.23K | 0.00 | 0.00 |
DESCARTES SYS GROUP INCSOLE | COM | 1.71M | SH | $149.92M 1.42% | 1.71M | 0.00 | 0.00 |
SPORTRADAR GROUP AGSOLE | CLASS A ORD SHS | 5.96M | SH | $141.58M 1.34% | 5.96M | 0.00 | 0.00 |
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