Durable Capital Partners 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Durable Capital Partners disclosed 51 US equity positions worth $11.2bn in its Q1 2025 13F filing. The largest position was RBC at 7.6% of the reported book, followed by DUOL and CPNG. Against the Q4 2024 filing, it opened 11 new positions, added to 18 and reduced 19 among the top 50 holdings.
What did Durable Capital Partners own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | RBC RBC BEARINGS INC | Industrials | 7.6% | $846.7m | 2,631,346 | 0% | held |
| 2 | DUOL DUOLINGO INC | Technology | 4.7% | $526.1m | 1,694,283 | -27% | reduced |
| 3 | CPNG COUPANG INC | Consumer Cyclical | 4.5% | $504.6m | 23,009,002 | -20% | reduced |
| 4 | HUBS HUBSPOT INC | Technology | 4.3% | $484.1m | 847,463 | -12% | reduced |
| 5 | FOUR SHIFT4 PMTS INC | Technology | 4.3% | $483.7m | 5,919,793 | 15% | added |
| 6 | INTU INTUIT | Technology | 3.8% | $428.3m | 697,567 | -17% | reduced |
| 7 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 3.8% | $427.9m | 92,883 | -1% | reduced |
| 8 | SHOP SHOPIFY INC | Technology | 3.6% | $408.3m | 4,275,819 | 8% | added |
| 9 | CVNA CARVANA CO | Consumer Cyclical | 3.6% | $404.1m | 1,932,972 | -11% | reduced |
| 10 | CIGI COLLIERS INTL GROUP INC | Real Estate | 3.2% | $360.6m | 2,972,757 | 12% | added |
| 11 | TOST TOAST INC | Technology | 3.2% | $359.5m | 10,836,694 | -30% | reduced |
| 12 | FSV FIRSTSERVICE CORP NEW | Real Estate | 3.2% | $357.9m | 2,156,713 | -16% | reduced |
| 13 | WST WEST PHARMACEUTICAL SVSC INC | Healthcare | 3.1% | $352.2m | 1,573,119 | 147% | added |
| 14 | ROP ROPER TECHNOLOGIES INC | Technology | 3.0% | $333.0m | 564,799 | -12% | reduced |
| 15 | APG API GROUP CORP | Industrials | 2.8% | $318.7m | 8,911,171 | 78% | added |
| 16 | AFRM AFFIRM HLDGS INC | Financial Services | 2.7% | $297.4m | 6,580,882 | 12% | added |
| 17 | AYI ACUITY INC | Industrials | 2.6% | $289.3m | 1,098,485 | 1% | added |
| 18 | DSGX DESCARTES SYS GROUP INC | Technology | 2.5% | $284.2m | 2,818,757 | -3% | reduced |
| 19 | PRVA PRIVIA HEALTH GROUP INC | Healthcare | 2.3% | $257.9m | 11,487,843 | 0% | held |
| 20 | ENTG ENTEGRIS INC | Technology | 2.3% | $255.0m | 2,914,417 | 43% | added |
| 21 | IWM ISHARES TR | 2.3% | $252.0m | 1,263,352 | 47% | added | |
| 22 | XPO XPO INC | Industrials | 1.9% | $215.7m | 2,005,297 | 246% | added |
| 23 | RBLX ROBLOX CORP | Communication Services | 1.8% | $202.1m | 3,466,575 | -19% | reduced |
| 24 | DASH DOORDASH INC | Consumer Cyclical | 1.7% | $187.6m | 1,026,649 | 351% | added |
| 25 | MASI* MASIMO CORP | 1.7% | $187.5m | 1,125,619 | – | new | |
| 26 | WRBY WARBY PARKER INC | Healthcare | 1.7% | $186.2m | 10,212,383 | 13% | added |
| 27 | MOH MOLINA HEALTHCARE INC | Healthcare | 1.6% | $178.4m | 541,605 | 13% | added |
| 28 | IDXX IDEXX LABS INC | Healthcare | 1.4% | $153.2m | 364,757 | – | new |
| 29 | OPCH OPTION CARE HEALTH INC | Healthcare | 1.1% | $122.9m | 3,516,589 | – | new |
| 30 | FERG FERGUSON ENTERPRISES INC | Industrials | 1.0% | $117.1m | 730,754 | – | new |
| 31 | ESAB ESAB CORPORATION | Industrials | 1.0% | $114.1m | 979,119 | – | new |
| 32 | SG SWEETGREEN INC | Consumer Cyclical | 1.0% | $113.2m | 4,525,109 | 29% | added |
| 33 | MELI MERCADOLIBRE INC | Consumer Cyclical | 1.0% | $113.1m | 57,958 | – | new |
| 34 | VSE CORP | 0.9% | $103.8m | 865,017 | 42% | added | |
| 35 | AURORA INNOVATION INC | 0.9% | $100.4m | 14,922,269 | 17% | added | |
| 36 | ON HLDG AG | 0.9% | $99.5m | 2,265,569 | -59% | reduced | |
| 37 | WIX WIX COM LTD | Technology | 0.8% | $94.9m | 580,808 | 39% | added |
| 38 | APP APPLOVIN CORP | Communication Services | 0.8% | $88.9m | 335,558 | – | new |
| 39 | YOU CLEAR SECURE INC | Technology | 0.7% | $76.7m | 2,959,190 | – | new |
| 40 | BFAM BRIGHT HORIZONS FAM SOL IN D | Consumer Cyclical | 0.6% | $72.2m | 568,078 | -57% | reduced |
| 41 | RH RH | Consumer Cyclical | 0.6% | $67.3m | 286,996 | -53% | reduced |
| 42 | ALHC ALIGNMENT HEALTHCARE INC | Healthcare | 0.6% | $66.8m | 3,589,745 | -22% | reduced |
| 43 | PCOR PROCORE TECHNOLOGIES INC | Technology | 0.5% | $54.5m | 825,120 | 83% | added |
| 44 | TTAN SERVICETITAN INC | Technology | 0.4% | $49.1m | 516,403 | -30% | reduced |
| 45 | FLUTTER ENTMT PLC | 0.4% | $46.8m | 211,016 | – | new | |
| 46 | MNDY MONDAY COM LTD | Technology | 0.4% | $45.3m | 186,312 | -60% | reduced |
| 47 | PTC PTC INC | Technology | 0.3% | $36.4m | 235,065 | -47% | reduced |
| 48 | OUTSET MED INC | 0.2% | $19.2m | 1,740,216 | – | new | |
| 49 | KRMN KARMAN HLDGS INC | Industrials | 0.2% | $19.2m | 575,000 | – | new |
| 50 | BIRK BIRKENSTOCK HOLDING PLC | Consumer Cyclical | 0.1% | $15.0m | 326,630 | -83% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.