Durable Capital Partners 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Durable Capital Partners disclosed 40 US equity positions worth $10.6bn in its Q4 2025 13F filing. The largest position was RBC at 10.0% of the reported book, followed by DASH and MELI. Against the Q3 2025 filing, it opened 8 new positions, added to 13 and reduced 19 among the top 40 holdings.
What did Durable Capital Partners own in Q4 2025? Top 40 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | RBC RBC BEARINGS INC | Industrials | 10.0% | $1.1bn | 2,344,911 | -7% | reduced |
| 2 | DASH DOORDASH INC | Consumer Cyclical | 7.7% | $810.5m | 3,578,745 | 114% | added |
| 3 | MELI MERCADOLIBRE INC | Consumer Cyclical | 5.9% | $620.3m | 307,932 | 76% | added |
| 4 | CPNG COUPANG INC | Consumer Cyclical | 5.5% | $576.8m | 24,452,985 | -2% | reduced |
| 5 | APG API GROUP CORP | Industrials | 5.4% | $574.6m | 15,017,378 | 1% | added |
| 6 | XPO XPO INC | Industrials | 5.1% | $536.7m | 3,949,100 | -9% | reduced |
| 7 | CIGI COLLIERS INTL GROUP INC | Real Estate | 4.7% | $495.4m | 3,369,760 | -9% | reduced |
| 8 | FOUR SHIFT4 PMTS INC | Technology | 3.9% | $416.0m | 6,606,969 | 17% | added |
| 9 | CVNA CARVANA CO | Consumer Cyclical | 3.7% | $390.4m | 925,045 | 4% | added |
| 10 | FERG FERGUSON ENTERPRISES INC | Industrials | 3.3% | $347.6m | 1,561,342 | 43% | added |
| 11 | RKT ROCKET COS INC | Financial Services | 3.2% | $338.2m | 17,470,197 | 59% | added |
| 12 | SHOP SHOPIFY INC | Technology | 3.1% | $328.9m | 2,043,219 | -55% | reduced |
| 13 | AYI ACUITY INC | Industrials | 2.8% | $293.5m | 815,322 | -40% | reduced |
| 14 | MDLN MEDLINE INC | Healthcare | 2.7% | $289.8m | 6,900,000 | – | new |
| 15 | PRVA PRIVIA HEALTH GROUP INC | Healthcare | 2.7% | $286.6m | 12,087,843 | 3% | added |
| 16 | OPCH OPTION CARE HEALTH INC | Healthcare | 2.7% | $286.5m | 8,991,254 | 21% | added |
| 17 | AFRM AFFIRM HLDGS INC | Financial Services | 2.6% | $274.0m | 3,681,173 | -41% | reduced |
| 18 | Q QNITY ELECTRONICS INC | Technology | 2.2% | $228.7m | 2,800,861 | – | new |
| 19 | VEEV VEEVA SYS INC | Healthcare | 2.0% | $212.5m | 951,896 | -24% | reduced |
| 20 | ULS UL SOLUTIONS INC | Industrials | 1.9% | $202.2m | 2,563,523 | – | new |
| 21 | CLH CLEAN HARBORS INC | Industrials | 1.9% | $195.7m | 834,763 | 46% | added |
| 22 | WRBY WARBY PARKER INC | Healthcare | 1.5% | $159.3m | 7,310,605 | -16% | reduced |
| 23 | VSE CORP | 1.4% | $151.9m | 879,228 | 2% | added | |
| 24 | DSGX DESCARTES SYS GROUP INC | Technology | 1.4% | $149.9m | 1,710,202 | – | new |
| 25 | SRAD SPORTRADAR GROUP AG | Technology | 1.3% | $141.6m | 5,956,331 | – | new |
| 26 | TWLO TWILIO INC | Technology | 1.3% | $136.8m | 962,089 | – | new |
| 27 | TECH BIO-TECHNE CORP | Healthcare | 1.2% | $122.8m | 2,088,891 | 50% | added |
| 28 | YOU CLEAR SECURE INC | Technology | 1.1% | $121.4m | 3,461,549 | -46% | reduced |
| 29 | GOOSEHEAD INS INC | 1.1% | $115.1m | 1,562,969 | 1% | added | |
| 30 | APP APPLOVIN CORP | Communication Services | 1.0% | $110.1m | 163,405 | -13% | reduced |
| 31 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 0.9% | $97.9m | 18,274 | -67% | reduced |
| 32 | RBLX ROBLOX CORP | Communication Services | 0.9% | $94.2m | 1,162,730 | -67% | reduced |
| 33 | CBZ CBIZ INC | Industrials | 0.8% | $82.3m | 1,631,969 | -58% | reduced |
| 34 | TOST TOAST INC | Technology | 0.8% | $81.6m | 2,299,023 | -64% | reduced |
| 35 | FSV FIRSTSERVICE CORP NEW | Real Estate | 0.6% | $67.9m | 436,598 | -80% | reduced |
| 36 | FIG FIGMA INC | Technology | 0.6% | $64.5m | 1,727,263 | -68% | reduced |
| 37 | ANDG ANDERSEN GROUP INC | 0.4% | $43.3m | 1,670,485 | – | new | |
| 38 | AURORA INNOVATION INC | 0.2% | $26.0m | 6,768,585 | -44% | reduced | |
| 39 | IWM ISHARES TR | 0.2% | $23.8m | 96,776 | – | new | |
| 40 | DUOL DUOLINGO INC | Technology | 0.2% | $20.9m | 119,181 | -86% | 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.