DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q1 2026
Top Holdings37 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
RBC BEARINGS INC | 2.3M | $1.2B | 12.7% | $203.99 | +178.72% | 25 qtrssince 2020-Q1 | Decreased 0 |
DOORDASH INC - A | 4.3M | $642M | 6.6% | $214.61 | -18.24% | 6 qtrssince 2024-Q4 | Increased 74 |
MERCADOLIBRE INC | 350,845 | $606.6M | 6.2% | $2,163.78 | -20.79% | 5 qtrssince 2025-Q1 | Increased 71 |
API GROUP CORP | 14.8M | $598.7M | 6.2% | $27.94 | +45.01% | 7 qtrssince 2024-Q3 | Decreased 0 |
QNITY ELECTRONICS INC. COMMON | 5.1M | $587.1M | 6.0% | $98.44 | +17.95% | 2 qtrssince 2025-Q4 | Increased 95 |
XPO INC | 2.9M | $571.2M | 5.9% | $121.43 | +77.37% | 6 qtrssince 2024-Q4 | Decreased 0 |
FERGUSON ENTERPRISES INC | 2.2M | $511.3M | 5.3% | $231.09 | +7.30% | 3 qtrssince 2025-Q3 | Increased 82 |
MEDLINE INC | 7.3M | $323.3M | 3.3% | $42.04 | +5.58% | 2 qtrssince 2025-Q4 | Increased 61 |
CARVANA CO | 995,741 | $313M | 3.2% | $35.60 | +76.64% | 8 qtrssince 2024-Q2 | Increased 62 |
CLEAN HARBORS INC | 1.1M | $301.3M | 3.1% | $244.00 | +17.51% | 3 qtrssince 2025-Q3 | Increased 71 |
UL SOLUTIONS INC - CLASS A | 3.3M | $282.1M | 2.9% | $80.74 | +1.91% | 2 qtrssince 2025-Q4 | Increased 67 |
ROCKET COS INC-CLASS A | 19.3M | $275.1M | 2.8% | $19.76 | -16.85% | 3 qtrssince 2025-Q3 | Increased 59 |
SHIFT4 PAYMENTS INC-CLASS A | 6.2M | $269.6M | 2.8% | $66.67 | -25.17% | 24 qtrssince 2020-Q2 | Decreased 0 |
VSE Corporation | 1.4M | $259M | 2.7% | $131.20 | +40.41% | 8 qtrssince 2024-Q2 | Increased 77 |
AFFIRM HOLDINGS INC | 5.6M | $258.9M | 2.7% | $49.97 | -8.31% | 7 qtrssince 2024-Q3 | Increased 75 |
ISHARES RUSSELL 2000 ETF ETF | 1M | $254.8M | 2.6% | $258.18 | +17.77% | 2 qtrssince 2025-Q4 | Increased 86 |
PRIVIA HEALTH GROUP INC | 12.1M | $248.6M | 2.6% | $24.80 | -4.14% | 12 qtrssince 2023-Q2 | Unchanged 0 |
COUPANG INC | 12.9M | $242.9M | 2.5% | $21.10 | -10.52% | 9 qtrssince 2024-Q1 | Decreased 0 |
OPTION CARE HEALTH INC | 9M | $242M | 2.5% | $33.11 | -5.77% | 5 qtrssince 2025-Q1 | Unchanged 0 |
BIO-TECHNE CORP | 4.5M | $232.9M | 2.4% | $55.77 | +2.18% | 3 qtrssince 2025-Q3 | Increased 86 |
Durable Capital Partners LP manages $9.7B across 37 positions as of Q1 2026. Top holdings: RBC (12.7%), DASH (6.6%), MELI (6.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 8 new positions, 11 exits, 13 increased. Top move: Q (INCREASED, conviction 95). Portfolio: $9.7B across 37 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer