Durable Capital Partners LP
CIK 1798849
13F filing for Q2 2026・No. 555
- Holdings
- US$10.28B
- Quarter change
- +US$568.45M
- Entries
- 36
- Net bought (estimate)
- −US$804.17M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 5
- Cut 21
- Added 8
- Corporate actions 0
- Unchanged 3
Largest holdings
36 stocks worth US$10.28B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| RBCRBC BEARINGS INCCOM | Cut | 1,708,921 | US$1.1B | 10.70% |
| DASHDOORDASH INCCL A | Cut | 4,154,183 | US$766.57M | 7.46% |
| QQNITY ELECTRONICS INCCOMMON STOCK | Cut | 4,553,414 | US$743.62M | 7.23% |
| FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW | Added | 2,979,735 | US$707.18M | 6.88% |
| MELIMERCADOLIBRE INCCOM | Cut | 308,663 | US$523.92M | 5.10% |
| APGAPI GROUP CORPCOM STK | Cut | 12,131,313 | US$513.76M | 5.00% |
| XPOXPO INCCOM | Cut | 2,424,919 | US$497.81M | 4.84% |
| CVNACARVANA COCL A | CutSplit 7:1 | 6,720,882 | US$442.37M | 4.30% |
| MAIRMADISON AIR SOLUTIONS CORPCOM SHS CL A | New | 10,196,486 | US$397.66M | 3.87% |
| TWLOTWILIO INCCL A | New | 1,846,153 | US$380.92M | 3.70% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.