Durable Capital Partners LP
CIK: 0001798849SEC EDGAR →
Portfolio Value
$10.6B
Holdings
40
As of
Q4 2025
New Positions
10
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | RBC BEARINGS INC | 2,344,911 | $1.1B | 9.95% |
| 2 | DOORDASH INC | 3,578,745 | $810.0M | 7.66% |
| 3 | MERCADOLIBRE INC | 307,932 | $620.0M | 5.87% |
| 4 | COUPANG INC | 24,452,985 | $576.0M | 5.45% |
| 5 | API GROUP CORP | 15,017,378 | $574.0M | 5.43% |
| 6 | XPO INC | 3,949,100 | $536.0M | 5.07% |
| 7 | COLLIERS INTL GROUP INC | 3,369,760 | $495.0M | 4.68% |
| 8 | SHIFT4 PMTS INC | 6,606,969 | $416.0M | 3.94% |
| 9 | CARVANA CO | 925,045 | $390.0M | 3.69% |
| 10 | FERGUSON ENTERPRISES INC | 1,561,342 | $347.0M | 3.28% |
Quarterly Changes
New Positions (8)
Closed Positions (16)
$348.1M · 3.8M shares
$316.0M · 1.2M shares
$307.6M · 1.2M shares
$217.4M · 1.9M shares
$183.3M · 1.0M shares
$152.8M · 327K shares
$121.3M · 1.6M shares
$91.6M · 621K shares
$45.0M · 221K shares
$40.1M · 887K shares
$36.5M · 669K shares
$28.1M · 56K shares
$14.5M · 1.0M shares
$9.6M · 200K shares
$5.3M · 664K shares
$298K · 437K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 9 | $3.4B | 32.5% |
| Technology | 12 | $1.9B | 18.0% |
| Healthcare | 6 | $1.4B | 12.8% |
| Consumer Cyclical | 4 | $1.1B | 10.5% |
| Communication Services | 2 | $946.0M | 9.0% |
| Unknown | 2 | $769.0M | 7.3% |
| Real Estate | 2 | $562.0M | 5.3% |
| Financial Services | 3 | $476.0M | 4.5% |