Durable Capital Partners 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Durable Capital Partners disclosed 36 US equity positions worth $10.3bn in its Q2 2026 13F filing. The largest position was RBC at 10.7% of the reported book, followed by DASH and Q. Against the Q1 2026 filing, it opened 4 new positions, added to 9 and reduced 20 among the top 36 holdings.
What did Durable Capital Partners own in Q2 2026? Top 36 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | RBC RBC BEARINGS INC | Industrials | 10.7% | $1.1bn | 1,708,921 | -25% | reduced |
| 2 | DASH DOORDASH INC | Consumer Cyclical | 7.5% | $766.6m | 4,154,183 | -3% | reduced |
| 3 | Q QNITY ELECTRONICS INC | Technology | 7.2% | $743.6m | 4,553,414 | -11% | reduced |
| 4 | FERG FERGUSON ENTERPRISES INC | Industrials | 6.9% | $707.2m | 2,979,735 | 36% | added |
| 5 | MELI MERCADOLIBRE INC | Consumer Cyclical | 5.1% | $523.9m | 308,663 | -12% | reduced |
| 6 | APG API GROUP CORP | Industrials | 5.0% | $513.8m | 12,131,313 | -18% | reduced |
| 7 | XPO XPO INC | Industrials | 4.8% | $497.8m | 2,424,919 | -17% | reduced |
| 8 | CVNA CARVANA CO | Consumer Cyclical | 4.3% | $442.4m | 6,720,882 | 575% | added |
| 9 | MAIR MADISON AIR SOLUTIONS CORP | 3.9% | $397.7m | 10,196,486 | – | new | |
| 10 | TWLO TWILIO INC | Technology | 3.7% | $380.9m | 1,846,153 | – | new |
| 11 | AFRM AFFIRM HLDGS INC | Financial Services | 3.5% | $360.9m | 4,425,406 | -22% | reduced |
| 12 | FN FABRINET | Technology | 3.3% | $339.1m | 603,340 | 179% | added |
| 13 | PRVA PRIVIA HEALTH GROUP INC | Healthcare | 2.9% | $299.4m | 11,635,948 | -4% | reduced |
| 14 | ULS UL SOLUTIONS INC | Industrials | 2.9% | $299.2m | 2,937,488 | -11% | reduced |
| 15 | CRH CRH PLC | Basic Materials | 2.8% | $285.2m | 2,665,296 | 80% | added |
| 16 | SHOP SHOPIFY INC | Technology | 2.6% | $266.7m | 2,335,694 | 140% | added |
| 17 | CLH CLEAN HARBORS INC | Industrials | 2.6% | $266.6m | 892,405 | -15% | reduced |
| 18 | RKT ROCKET COS INC | Financial Services | 2.5% | $259.7m | 16,488,238 | -15% | reduced |
| 19 | VSE CORP | 2.2% | $224.0m | 980,310 | -30% | reduced | |
| 20 | FLS FLOWSERVE CORP | Industrials | 2.1% | $215.9m | 2,911,004 | 206% | added |
| 21 | FOUR SHIFT4 PMTS INC | Technology | 2.1% | $215.2m | 4,423,633 | -28% | reduced |
| 22 | WRBY WARBY PARKER INC | Healthcare | 1.9% | $194.1m | 6,396,513 | 0% | held |
| 23 | OPCH OPTION CARE HEALTH INC | Healthcare | 1.3% | $129.3m | 6,163,722 | -31% | reduced |
| 24 | MDLN MEDLINE INC | Healthcare | 1.0% | $103.6m | 2,627,321 | -64% | reduced |
| 25 | XMTR XOMETRY INC | 1.0% | $98.0m | 1,014,976 | 1732% | added | |
| 26 | WIX WIX COM LTD | Technology | 0.9% | $92.6m | 2,041,688 | 0% | held |
| 27 | GOOSEHEAD INS INC | 0.9% | $89.1m | 1,837,151 | 18% | added | |
| 28 | AURORA INNOVATION INC | 0.7% | $74.3m | 10,889,415 | 633% | added | |
| 29 | CPNG COUPANG INC | Consumer Cyclical | 0.7% | $67.4m | 3,881,925 | -70% | reduced |
| 30 | ANDG ANDERSEN GROUP INC | 0.6% | $63.0m | 1,670,485 | 0% | held | |
| 31 | AIT APPLIED INDL TECHNOLOGIES IN | Industrials | 0.5% | $54.8m | 162,070 | -45% | reduced |
| 32 | ENTG ENTEGRIS INC | Technology | 0.5% | $52.7m | 293,139 | -70% | reduced |
| 33 | ROL ROLLINS INC | Consumer Cyclical | 0.5% | $48.7m | 1,165,673 | – | new |
| 34 | AGL AGILON HEALTH INC | 0.5% | $47.2m | 440,642 | – | new | |
| 35 | TECH BIO-TECHNE CORP | Healthcare | 0.3% | $35.5m | 501,963 | -89% | reduced |
| 36 | AYI ACUITY INC | Industrials | 0.3% | $25.9m | 68,646 | -81% | 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.