Filed: 8/14/2026ACC: 0001798849-26-000010
📋 What this filing means
DURABLE CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $10.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$10.28B
Total AUM (reported)
136.48M
Total Shares
Allocation by class
COM$3.35B32.5%
CL A$1.94B18.8%
COM CL A$813.30M7.9%
COMMON STOCK$743.62M7.2%
COMMON STOCK NEW$707.18M6.9%
COM STK$513.76M5.0%
SHS$431.76M4.2%
Portfolio Concentration
Top 3$2.61B25.4%
4–10$3.46B33.7%
11–25$3.56B34.6%
Rest$651.17M6.3%
Top 3 weight
25.4%
Top 10 weight
59.1%
Voting Authority Distribution
Total shares with voting rights: 136.48M
Sole
Full voting authority
136.48M
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)
Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
RBC BEARINGS INC
SOLEShares1.71M
TypeSH
Market value$1.10B
10.70%
Sole
1.71M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares4.15M
TypeSH
Market value$766.57M
7.46%
Sole
4.15M
Shared
0.00
None
0.00
QNITY ELECTRONICS INC
SOLEShares4.55M
TypeSH
Market value$743.62M
7.23%
Sole
4.55M
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares2.98M
TypeSH
Market value$707.18M
6.88%
Sole
2.98M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares308.66K
TypeSH
Market value$523.92M
5.10%
Sole
308.66K
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares12.13M
TypeSH
Market value$513.76M
5.00%
Sole
12.13M
Shared
0.00
None
0.00
XPO INC
SOLEShares2.42M
TypeSH
Market value$497.81M
4.84%
Sole
2.42M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares6.72M
TypeSH
Market value$442.37M
4.30%
Sole
6.72M
Shared
0.00
None
0.00
MADISON AIR SOLUTIONS CORP
SOLEShares10.20M
TypeSH
Market value$397.66M
3.87%
Sole
10.20M
Shared
0.00
None
0.00
TWILIO INC
SOLEShares1.85M
TypeSH
Market value$380.92M
3.70%
Sole
1.85M
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares4.43M
TypeSH
Market value$360.89M
3.51%
Sole
4.43M
Shared
0.00
None
0.00
FABRINET
SOLEShares603.34K
TypeSH
Market value$339.13M
3.30%
Sole
603.34K
Shared
0.00
None
0.00
PRIVIA HEALTH GROUP INC
SOLEShares11.64M
TypeSH
Market value$299.39M
2.91%
Sole
11.64M
Shared
0.00
None
0.00
UL SOLUTIONS INC
SOLEShares2.94M
TypeSH
Market value$299.21M
2.91%
Sole
2.94M
Shared
0.00
None
0.00
CRH PLC
SOLEShares2.67M
TypeSH
Market value$285.19M
2.77%
Sole
2.67M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares2.34M
TypeSH
Market value$266.69M
2.59%
Sole
2.34M
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares892.40K
TypeSH
Market value$266.61M
2.59%
Sole
892.40K
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares16.49M
TypeSH
Market value$259.69M
2.53%
Sole
16.49M
Shared
0.00
None
0.00
VSE CORP
SOLEShares980.31K
TypeSH
Market value$224.00M
2.18%
Sole
980.31K
Shared
0.00
None
0.00
FLOWSERVE CORP
SOLEShares2.91M
TypeSH
Market value$215.88M
2.10%
Sole
2.91M
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares4.42M
TypeSH
Market value$215.17M
2.09%
Sole
4.42M
Shared
0.00
None
0.00
WARBY PARKER INC
SOLEShares6.40M
TypeSH
Market value$194.07M
1.89%
Sole
6.40M
Shared
0.00
None
0.00
OPTION CARE HEALTH INC
SOLEShares6.16M
TypeSH
Market value$129.25M
1.26%
Sole
6.16M
Shared
0.00
None
0.00
MEDLINE INC
SOLEShares2.63M
TypeSH
Market value$103.62M
1.01%
Sole
2.63M
Shared
0.00
None
0.00
XOMETRY INC
SOLEShares1.01M
TypeSH
Market value$97.97M
0.95%
Sole
1.01M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
RBC BEARINGS INCSOLE | COM | 1.71M | SH | $1.10B 10.70% | 1.71M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 4.15M | SH | $766.57M 7.46% | 4.15M | 0.00 | 0.00 |
QNITY ELECTRONICS INCSOLE | COMMON STOCK | 4.55M | SH | $743.62M 7.23% | 4.55M | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 2.98M | SH | $707.18M 6.88% | 2.98M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 308.66K | SH | $523.92M 5.10% | 308.66K | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 12.13M | SH | $513.76M 5.00% | 12.13M | 0.00 | 0.00 |
XPO INCSOLE | COM | 2.42M | SH | $497.81M 4.84% | 2.42M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 6.72M | SH | $442.37M 4.30% | 6.72M | 0.00 | 0.00 |
MADISON AIR SOLUTIONS CORPSOLE | COM SHS CL A | 10.20M | SH | $397.66M 3.87% | 10.20M | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 1.85M | SH | $380.92M 3.70% | 1.85M | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 4.43M | SH | $360.89M 3.51% | 4.43M | 0.00 | 0.00 |
FABRINETSOLE | SHS | 603.34K | SH | $339.13M 3.30% | 603.34K | 0.00 | 0.00 |
PRIVIA HEALTH GROUP INCSOLE | COM | 11.64M | SH | $299.39M 2.91% | 11.64M | 0.00 | 0.00 |
UL SOLUTIONS INCSOLE | CLASS A COM SHS | 2.94M | SH | $299.21M 2.91% | 2.94M | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 2.67M | SH | $285.19M 2.77% | 2.67M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 2.34M | SH | $266.69M 2.59% | 2.34M | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 892.40K | SH | $266.61M 2.59% | 892.40K | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 16.49M | SH | $259.69M 2.53% | 16.49M | 0.00 | 0.00 |
VSE CORPSOLE | COM | 980.31K | SH | $224.00M 2.18% | 980.31K | 0.00 | 0.00 |
FLOWSERVE CORPSOLE | COM | 2.91M | SH | $215.88M 2.10% | 2.91M | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 4.42M | SH | $215.17M 2.09% | 4.42M | 0.00 | 0.00 |
WARBY PARKER INCSOLE | CL A COM | 6.40M | SH | $194.07M 1.89% | 6.40M | 0.00 | 0.00 |
OPTION CARE HEALTH INCSOLE | COM NEW | 6.16M | SH | $129.25M 1.26% | 6.16M | 0.00 | 0.00 |
MEDLINE INCSOLE | COM CL A | 2.63M | SH | $103.62M 1.01% | 2.63M | 0.00 | 0.00 |
XOMETRY INCSOLE | CLASS A COM | 1.01M | SH | $97.97M 0.95% | 1.01M | 0.00 | 0.00 |
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