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The Analysis of Durable Capital Partners LP's Holdings & P&L

Currently, Durable Capital Partners LP holds 40 types of securities in its portfolio with a total value $11.3B. In the most recent quarter, they have increased their positions in RBC (+2.3M shares, valued at $1.3B), RBC (+2.3M shares, valued at $1.2B), DASH (+4.3M shares, valued at $642.0M); initiated new positions in RBC (+2.3M shares, valued at $1.3B), RBC (+2.3M shares, valued at $1.2B), DASH (+4.3M shares, valued at $642.0M).

1M P&L

-2.3B-18.11%

3M P&L

-1.9B-15.62%

HY P&L

-1.7B-13.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Tools & Accessories2.3B

20.7%

2Internet Retail1.2B

10.5%

3Software - Infrastructure1.0B

9.1%

Top Industries by Stock Count

1Software - Application7 stocks

17.5%

2Software - Infrastructure5 stocks

12.5%

3Real Estate Services3 stocks

7.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RBC 2.3M sharesnew addition2026-03-312026-05-15

RBC RBC BEARINGS INC2.3M sharesnew addition2026-03-312026-05-15

DASH DOORDASH INC4.3M sharesnew addition2026-03-312026-05-15

MELI MERCADOLIBRE INC350.8K sharesnew addition2026-03-312026-05-15

APG API GROUP CORP14.8M sharesnew addition2026-03-312026-05-15

QNITY ELECTRONICS INC QNITY ELECTRONICS INC5.1M sharesnew addition2026-03-312026-05-15

XPO XPO INC2.9M sharesnew addition2026-03-312026-05-15

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC2.2M sharesnew addition2026-03-312026-05-15

Sponsored

MEDLINE INC MEDLINE INC7.3M sharesnew addition2026-03-312026-05-15

CVNA CARVANA CO995.7K sharesnew addition2026-03-312026-05-15

CLH CLEAN HARBORS INC1.1M sharesnew addition2026-03-312026-05-15

ULS UL SOLUTIONS INC3.3M sharesnew addition2026-03-312026-05-15

RKT ROCKET COS INC19.3M sharesnew addition2026-03-312026-05-15

FOUR SHIFT4 PMTS INC6.2M sharesnew addition2026-03-312026-05-15

FOUR 6.2M sharesnew addition2026-03-312026-05-15

VSEC VSE CORP1.4M sharesnew addition2026-03-312026-05-15

Sponsored

AFRM AFFIRM HLDGS INC5.6M sharesnew addition2026-03-312026-05-15

IWM ISHARES TR1.0M sharesnew addition2026-03-312026-05-15

PRVA PRIVIA HEALTH GROUP INC12.1M sharesnew addition2026-03-312026-05-15

CPNG COUPANG INC12.9M sharesnew addition2026-03-312026-05-15

OPCH OPTION CARE HEALTH INC9.0M sharesnew addition2026-03-312026-05-15

TECH BIO-TECHNE CORP4.5M sharesnew addition2026-03-312026-05-15

WIX WIX COM LTD2.0M sharesnew addition2026-03-312026-05-15

CRH PLC CRH PLC1.5M sharesnew addition2026-03-312026-05-15

Sponsored

YOU CLEAR SECURE INC3.0M sharesnew addition2026-03-312026-05-15

WRBY WARBY PARKER INC6.4M sharesnew addition2026-03-312026-05-15

SHOP SHOPIFY INC971.8K sharesnew addition2026-03-312026-05-15

ENTG ENTEGRIS INC971.7K sharesnew addition2026-03-312026-05-15

FN FABRINET216.5K sharesnew addition2026-03-312026-05-15

AYI ACUITY INC355.7K sharesnew addition2026-03-312026-05-15

CIGI COLLIERS INTL GROUP INC828.8K sharesnew addition2026-03-312026-05-15

AIT APPLIED INDL TECHNOLOGIES IN296.6K sharesnew addition2026-03-312026-05-15

Sponsored

CIGI 828.8K sharesnew addition2026-03-312026-05-15

FLS FLOWSERVE CORP951.8K sharesnew addition2026-03-312026-05-15

GSHD GOOSEHEAD INS INC1.6M sharesnew addition2026-03-312026-05-15

ANDERSEN GROUP INC ANDERSEN GROUP INC1.7M sharesnew addition2026-03-312026-05-15

RBLX ROBLOX CORP646.4K sharesnew addition2026-03-312026-05-15

AUR AURORA INNOVATION INC1.5M sharesnew addition2026-03-312026-05-15

ESAB ESAB CORPORATION34.3K sharesnew addition2026-03-312026-05-15

XMTR XOMETRY INC55.4K sharesnew addition2026-03-312026-05-15

Sponsored

RBC

New

Shares2.3M

Event2026-03-31

Filed2026-05-15

RBC

RBC BEARINGS INC

New

Shares2.3M

Event2026-03-31

Filed2026-05-15

DASH

DOORDASH INC

New

Shares4.3M

Event2026-03-31

Filed2026-05-15

MELI

MERCADOLIBRE INC

New

Shares350.8K

Event2026-03-31

Filed2026-05-15

APG

API GROUP CORP

New

Shares14.8M

Event2026-03-31

Filed2026-05-15

QNITY ELECTRONICS INC

New

Shares5.1M

Event2026-03-31

Filed2026-05-15

XPO

XPO INC

New

Shares2.9M

Event2026-03-31

Filed2026-05-15

FERGUSON ENTERPRISES INC

New

Shares2.2M

Event2026-03-31

Filed2026-05-15

MEDLINE INC

New

Shares7.3M

Event2026-03-31

Filed2026-05-15

CVNA

CARVANA CO

New

Shares995.7K

Event2026-03-31

Filed2026-05-15

CLH

CLEAN HARBORS INC

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

ULS

UL SOLUTIONS INC

New

Shares3.3M

Event2026-03-31

Filed2026-05-15

RKT

ROCKET COS INC

New

Shares19.3M

Event2026-03-31

Filed2026-05-15

FOUR

SHIFT4 PMTS INC

New

Shares6.2M

Event2026-03-31

Filed2026-05-15

FOUR

New

Shares6.2M

Event2026-03-31

Filed2026-05-15

VSEC

VSE CORP

New

Shares1.4M

Event2026-03-31

Filed2026-05-15

AFRM

AFFIRM HLDGS INC

New

Shares5.6M

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

New

Shares1.0M

Event2026-03-31

Filed2026-05-15

PRVA

PRIVIA HEALTH GROUP INC

New

Shares12.1M

Event2026-03-31

Filed2026-05-15

CPNG

COUPANG INC

New

Shares12.9M

Event2026-03-31

Filed2026-05-15

OPCH

OPTION CARE HEALTH INC

New

Shares9.0M

Event2026-03-31

Filed2026-05-15

TECH

BIO-TECHNE CORP

New

Shares4.5M

Event2026-03-31

Filed2026-05-15

WIX

WIX COM LTD

New

Shares2.0M

Event2026-03-31

Filed2026-05-15

CRH PLC

New

Shares1.5M

Event2026-03-31

Filed2026-05-15

YOU

CLEAR SECURE INC

New

Shares3.0M

Event2026-03-31

Filed2026-05-15

WRBY

WARBY PARKER INC

New

Shares6.4M

Event2026-03-31

Filed2026-05-15

SHOP

SHOPIFY INC

New

Shares971.8K

Event2026-03-31

Filed2026-05-15

ENTG

ENTEGRIS INC

New

Shares971.7K

Event2026-03-31

Filed2026-05-15

FABRINET

New

Shares216.5K

Event2026-03-31

Filed2026-05-15

AYI

ACUITY INC

New

Shares355.7K

Event2026-03-31

Filed2026-05-15

CIGI

COLLIERS INTL GROUP INC

New

Shares828.8K

Event2026-03-31

Filed2026-05-15

AIT

APPLIED INDL TECHNOLOGIES IN

New

Shares296.6K

Event2026-03-31

Filed2026-05-15

CIGI

New

Shares828.8K

Event2026-03-31

Filed2026-05-15

FLS

FLOWSERVE CORP

New

Shares951.8K

Event2026-03-31

Filed2026-05-15

GSHD

GOOSEHEAD INS INC

New

Shares1.6M

Event2026-03-31

Filed2026-05-15

ANDERSEN GROUP INC

New

Shares1.7M

Event2026-03-31

Filed2026-05-15

RBLX

ROBLOX CORP

New

Shares646.4K

Event2026-03-31

Filed2026-05-15

AUR

AURORA INNOVATION INC

New

Shares1.5M

Event2026-03-31

Filed2026-05-15

ESAB

ESAB CORPORATION

New

Shares34.3K

Event2026-03-31

Filed2026-05-15

XMTR

XOMETRY INC

New

Shares55.4K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available