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BETHESDA, MD · CIK 0001798849
New positions
4
Added to
9
Trimmed
20
Exited
5
Durable Capital Partners LP (BETHESDA, MD) reported a portfolio value of $10.28B across 36 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 59.1% of the portfolio.
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 |
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