DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q1 2026
Top Holdings37 positions
RBC BEARINGS INC | 2.3M | $1.2B | 12.7% | $204.05 | +166.17% | 25 qtrssince 2020-Q1 | Decreased 0 |
DOORDASH INC CL A | 4.3M | $642M | 6.6% | $214.61 | -18.24% | 6 qtrssince 2024-Q4 | Increased 74 |
Mercadolibre Inc | 350,845 | $606.6M | 6.2% | $2,147.94 | -19.50% | 5 qtrssince 2025-Q1 | Increased 71 |
API Group Corp | 14.8M | $598.7M | 6.2% | $25.34 | +59.88% | 7 qtrssince 2024-Q3 | Decreased 0 |
Qnity Electronics Inc. | 5.1M | $587.1M | 6.0% | $98.44 | +17.95% | 2 qtrssince 2025-Q4 | Increased 95 |
XPO LOGISTICS INC | 2.9M | $571.2M | 5.9% | $121.43 | +77.37% | 6 qtrssince 2024-Q4 | Decreased 0 |
FERGUSON ENTERPRISES INC COMMON STOCK NEW | 2.2M | $511.3M | 5.3% | $223.73 | +3.47% | 3 qtrssince 2025-Q3 | Increased 82 |
MEDLINE INC | 7.3M | $323.3M | 3.3% | $41.92 | — | 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 COM | 1.1M | $301.3M | 3.1% | $244.00 | +17.51% | 3 qtrssince 2025-Q3 | Increased 71 |
UL SOLUTIONS INC CLASS A COM SHS | 3.3M | $282.1M | 2.9% | $80.74 | +1.91% | 2 qtrssince 2025-Q4 | Increased 67 |
ROCKET COS INC COM CL A | 19.3M | $275.1M | 2.8% | $18.89 | -24.55% | 3 qtrssince 2025-Q3 | Increased 59 |
SHIFT4 PMTS INC | 6.2M | $269.6M | 2.8% | $66.67 | -25.17% | 24 qtrssince 2020-Q2 | Decreased 0 |
VSE CORP COM | 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 Trust RUSSELL 2000 ETF | 1M | $254.8M | 2.6% | $246.55 | +12.58% | 2 qtrssince 2025-Q4 | Increased 86 |
PRIVIA HEALTH GROUP INC COM | 12.1M | $248.6M | 2.6% | $24.80 | -4.14% | 12 qtrssince 2023-Q2 | Unchanged 0 |
COUPANG INC CL A | 12.9M | $242.9M | 2.5% | $21.10 | -10.52% | 9 qtrssince 2024-Q1 | Decreased 0 |
OPTION CARE HEALTH INC COM NEW | 9M | $242M | 2.5% | $33.24 | -19.02% | 5 qtrssince 2025-Q1 | Unchanged 0 |
BIO-TECHNE CORP | 4.5M | $232.9M | 2.4% | $54.11 | -3.71% | 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: Balanced Allocator. HoldingsIntel Score: 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
Top Winners
Top Losers
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
Verify source filings on SEC EDGAR