Filed: 5/15/2026ACC: 0001798849-26-000006
📋 What this filing means
DURABLE CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $9.71B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$9.71B
Total AUM (reported)
139.39M
Total Shares
Allocation by class
COM$3.82B39.3%
CL A$1.55B16.0%
COM CL A$1.07B11.1%
COM STK$598.69M6.2%
COMMON STOCK$587.07M6.0%
COMMON STOCK NEW$511.30M5.3%
SHS$296.79M3.1%
Portfolio Concentration
Top 3$2.48B25.6%
4–10$3.21B33.0%
11–25$3.30B34.0%
Rest$724.13M7.5%
Top 3 weight
25.6%
Top 10 weight
58.6%
Voting Authority Distribution
Total shares with voting rights: 139.39M
Sole
Full voting authority
139.39M
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)
Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
RBC BEARINGS INC
SOLEShares2.28M
TypeSH
Market value$1.24B
12.72%
Sole
2.28M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares4.28M
TypeSH
Market value$642.04M
6.61%
Sole
4.28M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares350.85K
TypeSH
Market value$606.62M
6.24%
Sole
350.85K
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares14.78M
TypeSH
Market value$598.69M
6.16%
Sole
14.78M
Shared
0.00
None
0.00
QNITY ELECTRONICS INC
SOLEShares5.09M
TypeSH
Market value$587.07M
6.04%
Sole
5.09M
Shared
0.00
None
0.00
XPO INC
SOLEShares2.94M
TypeSH
Market value$571.19M
5.88%
Sole
2.94M
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares2.19M
TypeSH
Market value$511.30M
5.26%
Sole
2.19M
Shared
0.00
None
0.00
MEDLINE INC
SOLEShares7.27M
TypeSH
Market value$323.33M
3.33%
Sole
7.27M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares995.74K
TypeSH
Market value$313.04M
3.22%
Sole
995.74K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares1.05M
TypeSH
Market value$301.35M
3.10%
Sole
1.05M
Shared
0.00
None
0.00
UL SOLUTIONS INC
SOLEShares3.29M
TypeSH
Market value$282.12M
2.90%
Sole
3.29M
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares19.31M
TypeSH
Market value$275.11M
2.83%
Sole
19.31M
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares6.17M
TypeSH
Market value$269.63M
2.78%
Sole
6.17M
Shared
0.00
None
0.00
VSE CORP
SOLEShares1.40M
TypeSH
Market value$259.04M
2.67%
Sole
1.40M
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares5.65M
TypeSH
Market value$258.86M
2.66%
Sole
5.65M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.03M
TypeSH
Market value$254.85M
2.62%
Sole
1.03M
Shared
0.00
None
0.00
PRIVIA HEALTH GROUP INC
SOLEShares12.09M
TypeSH
Market value$248.65M
2.56%
Sole
12.09M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares12.87M
TypeSH
Market value$242.93M
2.50%
Sole
12.87M
Shared
0.00
None
0.00
OPTION CARE HEALTH INC
SOLEShares8.99M
TypeSH
Market value$242.04M
2.49%
Sole
8.99M
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares4.46M
TypeSH
Market value$232.87M
2.40%
Sole
4.46M
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares2.04M
TypeSH
Market value$183.89M
1.89%
Sole
2.04M
Shared
0.00
None
0.00
CRH PLC
SOLEShares1.48M
TypeSH
Market value$155.34M
1.60%
Sole
1.48M
Shared
0.00
None
0.00
CLEAR SECURE INC
SOLEShares2.97M
TypeSH
Market value$143.85M
1.48%
Sole
2.97M
Shared
0.00
None
0.00
WARBY PARKER INC
SOLEShares6.40M
TypeSH
Market value$134.77M
1.39%
Sole
6.40M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares971.81K
TypeSH
Market value$115.28M
1.19%
Sole
971.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
RBC BEARINGS INCSOLE | COM | 2.28M | SH | $1.24B 12.72% | 2.28M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 4.28M | SH | $642.04M 6.61% | 4.28M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 350.85K | SH | $606.62M 6.24% | 350.85K | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 14.78M | SH | $598.69M 6.16% | 14.78M | 0.00 | 0.00 |
QNITY ELECTRONICS INCSOLE | COMMON STOCK | 5.09M | SH | $587.07M 6.04% | 5.09M | 0.00 | 0.00 |
XPO INCSOLE | COM | 2.94M | SH | $571.19M 5.88% | 2.94M | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 2.19M | SH | $511.30M 5.26% | 2.19M | 0.00 | 0.00 |
MEDLINE INCSOLE | COM CL A | 7.27M | SH | $323.33M 3.33% | 7.27M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 995.74K | SH | $313.04M 3.22% | 995.74K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 1.05M | SH | $301.35M 3.10% | 1.05M | 0.00 | 0.00 |
UL SOLUTIONS INCSOLE | CLASS A COM SHS | 3.29M | SH | $282.12M 2.90% | 3.29M | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 19.31M | SH | $275.11M 2.83% | 19.31M | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 6.17M | SH | $269.63M 2.78% | 6.17M | 0.00 | 0.00 |
VSE CORPSOLE | COM | 1.40M | SH | $259.04M 2.67% | 1.40M | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 5.65M | SH | $258.86M 2.66% | 5.65M | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 1.03M | SH | $254.85M 2.62% | 1.03M | 0.00 | 0.00 |
PRIVIA HEALTH GROUP INCSOLE | COM | 12.09M | SH | $248.65M 2.56% | 12.09M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 12.87M | SH | $242.93M 2.50% | 12.87M | 0.00 | 0.00 |
OPTION CARE HEALTH INCSOLE | COM NEW | 8.99M | SH | $242.04M 2.49% | 8.99M | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 4.46M | SH | $232.87M 2.40% | 4.46M | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 2.04M | SH | $183.89M 1.89% | 2.04M | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 1.48M | SH | $155.34M 1.60% | 1.48M | 0.00 | 0.00 |
CLEAR SECURE INCSOLE | COM CL A | 2.97M | SH | $143.85M 1.48% | 2.97M | 0.00 | 0.00 |
WARBY PARKER INCSOLE | CL A COM | 6.40M | SH | $134.77M 1.39% | 6.40M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 971.81K | SH | $115.28M 1.19% | 971.81K | 0.00 | 0.00 |
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