Durable Capital Partners 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Durable Capital Partners disclosed 48 US equity positions worth $13.5bn in its Q3 2025 13F filing. The largest position was RBC at 7.3% of the reported book, followed by CPNG and SHOP. Against the Q2 2025 filing, it opened 10 new positions, added to 16 and reduced 16 among the top 48 holdings.
What did Durable Capital Partners own in Q3 2025? Top 48 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | RBC RBC BEARINGS INC | Industrials | 7.3% | $983.9m | 2,521,043 | 0% | held |
| 2 | CPNG COUPANG INC | Consumer Cyclical | 5.9% | $799.6m | 24,833,189 | 0% | held |
| 3 | SHOP SHOPIFY INC | Technology | 5.0% | $675.3m | 4,543,835 | 0% | held |
| 4 | CIGI COLLIERS INTL GROUP INC | Real Estate | 4.3% | $577.8m | 3,699,124 | 2% | added |
| 5 | XPO XPO INC | Industrials | 4.1% | $559.9m | 4,331,280 | 20% | added |
| 6 | APG API GROUP CORP | Industrials | 3.8% | $512.1m | 14,898,178 | 40% | added |
| 7 | RBLX ROBLOX CORP | Communication Services | 3.6% | $489.0m | 3,529,982 | -23% | reduced |
| 8 | AYI ACUITY INC | Industrials | 3.5% | $469.6m | 1,363,619 | 9% | added |
| 9 | AFRM AFFIRM HLDGS INC | Financial Services | 3.4% | $458.1m | 6,268,515 | -15% | reduced |
| 10 | DASH DOORDASH INC | Consumer Cyclical | 3.4% | $454.7m | 1,671,659 | 63% | added |
| 11 | FOUR SHIFT4 PMTS INC | Technology | 3.2% | $435.5m | 5,626,484 | -16% | reduced |
| 12 | MELI MERCADOLIBRE INC | Consumer Cyclical | 3.0% | $410.0m | 175,436 | 19% | added |
| 13 | VEEV VEEVA SYS INC | Healthcare | 2.8% | $375.0m | 1,258,853 | 29% | added |
| 14 | FSV FIRSTSERVICE CORP NEW | Real Estate | 2.7% | $365.2m | 2,216,720 | 13% | added |
| 15 | ENTG ENTEGRIS INC | Technology | 2.6% | $348.1m | 3,765,035 | 23% | added |
| 16 | CVNA CARVANA CO | Consumer Cyclical | 2.5% | $336.7m | 892,477 | 0% | held |
| 17 | FLUTTER ENTMT PLC | 2.3% | $316.0m | 1,243,988 | 274% | added | |
| 18 | WST WEST PHARMACEUTICAL SVSC INC | Healthcare | 2.3% | $307.6m | 1,172,583 | 13% | added |
| 19 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 2.2% | $298.7m | 55,319 | 48% | added |
| 20 | INTU INTUIT | Technology | 2.2% | $298.6m | 437,256 | -44% | reduced |
| 21 | PRVA PRIVIA HEALTH GROUP INC | Healthcare | 2.2% | $291.1m | 11,691,685 | 2% | added |
| 22 | DUOL DUOLINGO INC | Technology | 2.1% | $281.6m | 874,919 | -18% | reduced |
| 23 | FIG FIGMA INC | Technology | 2.1% | $278.5m | 5,369,380 | – | new |
| 24 | FERG FERGUSON ENTERPRISES INC | Industrials | 1.8% | $244.6m | 1,088,970 | – | new |
| 25 | WRBY WARBY PARKER INC | Healthcare | 1.8% | $241.4m | 8,752,607 | -9% | reduced |
| 26 | TOST TOAST INC | Technology | 1.7% | $232.2m | 6,360,898 | -38% | reduced |
| 27 | ESAB ESAB CORPORATION | Industrials | 1.6% | $217.4m | 1,945,854 | 40% | added |
| 28 | RKT ROCKET COS INC | Financial Services | 1.6% | $213.0m | 10,991,236 | – | new |
| 29 | YOU CLEAR SECURE INC | Technology | 1.6% | $212.5m | 6,366,367 | -15% | reduced |
| 30 | CBZ CBIZ INC | Industrials | 1.5% | $207.9m | 3,925,067 | – | new |
| 31 | OPCH OPTION CARE HEALTH INC | Healthcare | 1.5% | $206.3m | 7,431,769 | -10% | reduced |
| 32 | WIX WIX COM LTD | Technology | 1.4% | $183.3m | 1,031,844 | – | new |
| 33 | HUBS HUBSPOT INC | Technology | 1.1% | $152.8m | 326,711 | -46% | reduced |
| 34 | VSE CORP | 1.1% | $143.8m | 865,017 | 0% | held | |
| 35 | APP APPLOVIN CORP | Communication Services | 1.0% | $135.0m | 187,836 | 0% | held |
| 36 | CLH CLEAN HARBORS INC | Industrials | 1.0% | $133.2m | 573,666 | – | new |
| 37 | FND FLOOR & DECOR HLDGS INC | Consumer Cyclical | 0.9% | $121.3m | 1,645,369 | 18% | added |
| 38 | GOOSEHEAD INS INC | 0.9% | $114.8m | 1,542,186 | 127% | added | |
| 39 | MASI* MASIMO CORP | 0.7% | $91.6m | 620,619 | -47% | reduced | |
| 40 | TECH BIO-TECHNE CORP | Healthcare | 0.6% | $77.7m | 1,395,966 | – | new |
| 41 | AURORA INNOVATION INC | 0.5% | $64.9m | 12,044,163 | -41% | reduced | |
| 42 | RH RH | Consumer Cyclical | 0.3% | $45.0m | 221,434 | -66% | reduced |
| 43 | BIRK BIRKENSTOCK HOLDING PLC | Consumer Cyclical | 0.3% | $40.1m | 886,660 | – | new |
| 44 | XMTR XOMETRY INC | 0.3% | $36.5m | 669,274 | – | new | |
| 45 | ROP ROPER TECHNOLOGIES INC | Technology | 0.2% | $28.2m | 56,448 | -83% | reduced |
| 46 | OUTSET MED INC | 0.1% | $14.5m | 1,023,706 | -38% | reduced | |
| 47 | VIA TRANSN INC | 0.1% | $9.6m | 200,000 | – | new | |
| 48 | SG SWEETGREEN INC | Consumer Cyclical | 0.0% | $5.3m | 663,890 | -69% | 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.