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BETHESDA, MD · CIK 0001798849
New positions
4
Added to
9
Trimmed
20
Exited
5
Source: SEC 13F-HR filing filed on 2026-08-14 ·View on SEC.gov →
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | RBCRBC BEARINGS INC | $1.10B | 10.70% | -24.9% |
| 2 | DASHDOORDASH INC | $766.57M | 7.46% | -2.8% |
| 3 | QQNITY ELECTRONICS INC | $743.62M | 7.23% | -10.5% |
| 4 | FERGFERGUSON ENTERPRISES INC | $707.18M | 6.88% | +35.9% |
| 5 | MELIMERCADOLIBRE INC | $523.92M | 5.10% | -12.0% |
| 6 | APGAPI GROUP CORP | $513.76M | 5.00% | -17.9% |
| 7 | XPOXPO INC | $497.81M | 4.84% | -17.4% |
| 8 | CVNACARVANA CO | $442.37M | 4.30% | +575.0% |
| 9 | MAIRMADISON AIR SOLUTIONS CORP | $397.66M | 3.87% | New |
| 10 | TWLOTWILIO INC | $380.92M | 3.70% | New |
| Stock | Value | Shares |
|---|---|---|
| MAIRMADISON AIR SOLUTIONS CORP | $397.66M | 10,196,486 |
| TWLOTWILIO INC | $380.92M | 1,846,153 |
| ROLROLLINS INC | $48.66M | 1,165,673 |
| AGLAGILON HEALTH INC | $47.23M | 440,642 |
As of Q2 2026, Durable Capital Partners LP reported a portfolio value of $10.28B across 36 positions in their 13F filing.
Durable Capital Partners LP's largest holding is RBC with a position worth $1.10B. Their top holdings include RBC, DASH, Q, FERG, MELI.
In Q2 2026, Durable Capital Partners LP made the following changes to their portfolio: 4 new positions, 5 positions sold out, 9 positions increased, 20 positions reduced.
Durable Capital Partners LP files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
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Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.