Durable Capital Partners 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Durable Capital Partners disclosed 37 US equity positions worth $9.7bn in its Q1 2026 13F filing. The largest position was RBC at 12.7% of the reported book, followed by DASH and MELI. Against the Q4 2025 filing, it opened 8 new positions, added to 13 and reduced 12 among the top 37 holdings.
What did Durable Capital Partners own in Q1 2026? Top 37 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2025 |
|---|---|---|---|---|---|---|---|
| 1 | RBC RBC BEARINGS INC | Industrials | 12.7% | $1.2bn | 2,275,636 | -3% | reduced |
| 2 | DASH DOORDASH INC | Consumer Cyclical | 6.6% | $642.0m | 4,276,006 | 19% | added |
| 3 | MELI MERCADOLIBRE INC | Consumer Cyclical | 6.2% | $606.6m | 350,845 | 14% | added |
| 4 | APG API GROUP CORP | Industrials | 6.2% | $598.7m | 14,775,236 | -2% | reduced |
| 5 | Q QNITY ELECTRONICS INC | Technology | 6.0% | $587.1m | 5,088,108 | 82% | added |
| 6 | XPO XPO INC | Industrials | 5.9% | $571.2m | 2,935,934 | -26% | reduced |
| 7 | FERG FERGUSON ENTERPRISES INC | Industrials | 5.3% | $511.3m | 2,191,975 | 40% | added |
| 8 | MDLN MEDLINE INC | Healthcare | 3.3% | $323.3m | 7,265,853 | 5% | added |
| 9 | CVNA CARVANA CO | Consumer Cyclical | 3.2% | $313.0m | 995,741 | 8% | added |
| 10 | CLH CLEAN HARBORS INC | Industrials | 3.1% | $301.3m | 1,050,973 | 26% | added |
| 11 | ULS UL SOLUTIONS INC | Industrials | 2.9% | $282.1m | 3,291,516 | 28% | added |
| 12 | RKT ROCKET COS INC | Financial Services | 2.8% | $275.1m | 19,305,725 | 11% | added |
| 13 | FOUR SHIFT4 PMTS INC | Technology | 2.8% | $269.6m | 6,165,793 | -7% | reduced |
| 14 | VSE CORP | 2.7% | $259.0m | 1,404,771 | 60% | added | |
| 15 | AFRM AFFIRM HLDGS INC | Financial Services | 2.7% | $258.9m | 5,649,434 | 53% | added |
| 16 | IWM ISHARES TR | 2.6% | $254.8m | 1,027,614 | 962% | added | |
| 17 | PRVA PRIVIA HEALTH GROUP INC | Healthcare | 2.6% | $248.6m | 12,087,843 | 0% | held |
| 18 | CPNG COUPANG INC | Consumer Cyclical | 2.5% | $242.9m | 12,866,806 | -47% | reduced |
| 19 | OPCH OPTION CARE HEALTH INC | Healthcare | 2.5% | $242.0m | 8,991,254 | 0% | held |
| 20 | TECH BIO-TECHNE CORP | Healthcare | 2.4% | $232.9m | 4,456,017 | 113% | added |
| 21 | WIX WIX COM LTD | Technology | 1.9% | $183.9m | 2,041,688 | – | new |
| 22 | CRH CRH PLC | Basic Materials | 1.6% | $155.3m | 1,477,777 | – | new |
| 23 | YOU CLEAR SECURE INC | Technology | 1.5% | $143.9m | 2,971,595 | -14% | reduced |
| 24 | WRBY WARBY PARKER INC | Healthcare | 1.4% | $134.8m | 6,396,513 | -13% | reduced |
| 25 | SHOP SHOPIFY INC | Technology | 1.2% | $115.3m | 971,814 | -52% | reduced |
| 26 | ENTG ENTEGRIS INC | Technology | 1.2% | $113.9m | 971,701 | – | new |
| 27 | FN FABRINET | Technology | 1.2% | $112.9m | 216,472 | – | new |
| 28 | AYI ACUITY INC | Industrials | 1.0% | $99.7m | 355,729 | -56% | reduced |
| 29 | CIGI COLLIERS INTL GROUP INC | Real Estate | 0.9% | $88.6m | 828,839 | -75% | reduced |
| 30 | AIT APPLIED INDL TECHNOLOGIES IN | Industrials | 0.8% | $78.7m | 296,601 | – | new |
| 31 | FLS FLOWSERVE CORP | Industrials | 0.7% | $70.0m | 951,798 | – | new |
| 32 | GOOSEHEAD INS INC | 0.7% | $66.7m | 1,562,969 | 0% | held | |
| 33 | ANDG ANDERSEN GROUP INC | 0.5% | $45.4m | 1,670,485 | 0% | held | |
| 34 | RBLX ROBLOX CORP | Communication Services | 0.4% | $36.6m | 646,429 | -44% | reduced |
| 35 | AURORA INNOVATION INC | 0.1% | $6.1m | 1,486,036 | -78% | reduced | |
| 36 | ESAB ESAB CORPORATION | Industrials | 0.0% | $3.3m | 34,315 | – | new |
| 37 | XMTR XOMETRY INC | 0.0% | $2.3m | 55,405 | – | new |
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.