Durable Capital Partners 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Durable Capital Partners disclosed 44 US equity positions worth $13.2bn in its Q2 2025 13F filing. The largest position was RBC at 7.3% of the reported book, followed by CPNG and FOUR. Against the Q1 2025 filing, it opened 4 new positions, added to 22 and reduced 15 among the top 44 holdings.
What did Durable Capital Partners own in Q2 2025? Top 44 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | RBC RBC BEARINGS INC | Industrials | 7.3% | $970.1m | 2,521,043 | -4% | reduced |
| 2 | CPNG COUPANG INC | Consumer Cyclical | 5.6% | $741.3m | 24,743,982 | 8% | added |
| 3 | FOUR SHIFT4 PMTS INC | Technology | 5.0% | $660.6m | 6,665,443 | 13% | added |
| 4 | INTU INTUIT | Technology | 4.7% | $616.2m | 782,292 | 12% | added |
| 5 | IWM ISHARES TR | 4.2% | $560.3m | 2,596,668 | 106% | added | |
| 6 | APG API GROUP CORP | Industrials | 4.1% | $542.3m | 10,623,568 | 19% | added |
| 7 | SHOP SHOPIFY INC | Technology | 4.0% | $524.1m | 4,543,835 | 6% | added |
| 8 | AFRM AFFIRM HLDGS INC | Financial Services | 3.9% | $510.9m | 7,389,337 | 12% | added |
| 9 | RBLX ROBLOX CORP | Communication Services | 3.7% | $482.7m | 4,588,728 | 32% | added |
| 10 | CIGI COLLIERS INTL GROUP INC | Real Estate | 3.6% | $473.3m | 3,625,501 | 22% | added |
| 11 | XPO XPO INC | Industrials | 3.4% | $454.0m | 3,595,056 | 79% | added |
| 12 | TOST TOAST INC | Technology | 3.4% | $453.8m | 10,245,724 | -5% | reduced |
| 13 | DUOL DUOLINGO INC | Technology | 3.3% | $440.1m | 1,073,356 | -37% | reduced |
| 14 | MELI MERCADOLIBRE INC | Consumer Cyclical | 2.9% | $386.8m | 147,984 | 155% | added |
| 15 | AYI ACUITY INC | Industrials | 2.8% | $372.9m | 1,249,899 | 14% | added |
| 16 | FSV FIRSTSERVICE CORP NEW | Real Estate | 2.6% | $342.9m | 1,963,565 | -9% | reduced |
| 17 | HUBS HUBSPOT INC | Technology | 2.5% | $334.3m | 600,539 | -29% | reduced |
| 18 | CVNA CARVANA CO | Consumer Cyclical | 2.3% | $300.7m | 892,477 | -54% | reduced |
| 19 | VEEV VEEVA SYS INC | Healthcare | 2.1% | $281.4m | 976,981 | – | new |
| 20 | OPCH OPTION CARE HEALTH INC | Healthcare | 2.0% | $267.6m | 8,237,577 | 134% | added |
| 21 | PRVA PRIVIA HEALTH GROUP INC | Healthcare | 2.0% | $264.2m | 11,487,843 | 0% | held |
| 22 | DASH DOORDASH INC | Consumer Cyclical | 1.9% | $253.1m | 1,026,649 | 0% | held |
| 23 | ENTG ENTEGRIS INC | Technology | 1.9% | $246.5m | 3,055,914 | 5% | added |
| 24 | DSGX DESCARTES SYS GROUP INC | Technology | 1.7% | $229.1m | 2,253,704 | -20% | reduced |
| 25 | WST WEST PHARMACEUTICAL SVSC INC | Healthcare | 1.7% | $227.7m | 1,040,648 | -34% | reduced |
| 26 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 1.6% | $216.0m | 37,306 | -60% | reduced |
| 27 | WRBY WARBY PARKER INC | Healthcare | 1.6% | $210.5m | 9,597,808 | -6% | reduced |
| 28 | YOU CLEAR SECURE INC | Technology | 1.6% | $207.9m | 7,490,351 | 153% | added |
| 29 | MASI* MASIMO CORP | 1.5% | $195.8m | 1,163,898 | 3% | added | |
| 30 | ROP ROPER TECHNOLOGIES INC | Technology | 1.4% | $186.9m | 329,709 | -42% | reduced |
| 31 | ESAB ESAB CORPORATION | Industrials | 1.3% | $167.0m | 1,385,176 | 41% | added |
| 32 | MOH MOLINA HEALTHCARE INC | Healthcare | 1.2% | $159.7m | 535,967 | -1% | reduced |
| 33 | RH RH | Consumer Cyclical | 0.9% | $122.1m | 646,097 | 125% | added |
| 34 | VSE CORP | 0.9% | $113.3m | 865,017 | 0% | held | |
| 35 | AURORA INNOVATION INC | 0.8% | $106.9m | 20,404,238 | 37% | added | |
| 36 | FND FLOOR & DECOR HLDGS INC | Consumer Cyclical | 0.8% | $106.2m | 1,398,378 | – | new |
| 37 | FLUTTER ENTMT PLC | 0.7% | $95.0m | 332,481 | 58% | added | |
| 38 | EVH EVOLENT HEALTH INC | Healthcare | 0.5% | $72.3m | 6,423,293 | – | new |
| 39 | GOOSEHEAD INS INC | 0.5% | $71.8m | 680,812 | – | new | |
| 40 | APP APPLOVIN CORP | Communication Services | 0.5% | $65.8m | 187,836 | -44% | reduced |
| 41 | MNDY MONDAY COM LTD | Technology | 0.5% | $59.7m | 189,684 | 2% | added |
| 42 | PTC PTC INC | Technology | 0.4% | $48.0m | 278,710 | 19% | added |
| 43 | OUTSET MED INC | 0.2% | $31.8m | 1,657,126 | -5% | reduced | |
| 44 | SG SWEETGREEN INC | Consumer Cyclical | 0.2% | $31.8m | 2,137,996 | -53% | 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.