DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q2 2025
Top Holdings44 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
RBC BEARINGS INC | 2.5M | $970.1M | 7.3% | $203.99 | +86.95% | 22 qtrssince 2020-Q1 | Decreased 0 |
COUPANG INC | 24.7M | $741.3M | 5.6% | $21.17 | +45.55% | 6 qtrssince 2024-Q1 | Increased 67 |
SHIFT4 PAYMENTS INC-CLASS A | 6.7M | $660.6M | 5.0% | $67.06 | +46.46% | 21 qtrssince 2020-Q2 | Increased 70 |
INTUIT INC | 782,292 | $616.2M | 4.7% | $388.82 | +98.73% | 22 qtrssince 2020-Q1 | Increased 66 |
ISHARES RUSSELL 2000 ETF ETF | 2.6M | $560.3M | 4.2% | $212.77 | +0.65% | 4 qtrssince 2024-Q3 | Increased 94 |
API GROUP CORP | 10.6M | $542.3M | 4.1% | $25.24 | +34.84% | 4 qtrssince 2024-Q3 | Increased 69 |
SHOPIFY INC - CLASS A | 4.5M | $524.1M | 4.0% | $89.59 | +26.86% | 7 qtrssince 2023-Q4 | Increased 62 |
AFFIRM HOLDINGS INC | 7.4M | $510.9M | 3.9% | $52.20 | +32.46% | 4 qtrssince 2024-Q3 | Increased 66 |
ROBLOX CORP -CLASS A | 4.6M | $482.7M | 3.7% | $70.00 | +50.84% | 3 qtrssince 2024-Q4 | Increased 74 |
COLLIERS INTL GROUP INC | 3.6M | $473.3M | 3.6% | $120.29 | +8.50% | 10 qtrssince 2023-Q1 | Increased 70 |
XPO INC | 3.6M | $454M | 3.4% | $120.21 | +6.05% | 3 qtrssince 2024-Q4 | Increased 89 |
TOAST INC-CLASS A | 10.2M | $453.8M | 3.4% | $19.68 | +122.99% | 16 qtrssince 2021-Q3 | Decreased 0 |
DUOLINGO INC | 1.1M | $440.1M | 3.3% | $114.73 | +258.46% | 16 qtrssince 2021-Q3 | Decreased 0 |
MERCADOLIBRE INC | 147,984 | $386.8M | 2.9% | $2,359.53 | +8.50% | 2 qtrssince 2025-Q1 | Increased 87 |
ACUITY BRANDS INC | 1.2M | $372.9M | 2.8% | $285.80 | +4.07% | 4 qtrssince 2024-Q3 | Increased 62 |
FIRSTSERVICE CORP NEW | 2M | $342.9M | 2.6% | $111.37 | +54.53% | 22 qtrssince 2020-Q1 | Decreased 0 |
HUBSPOT INC | 600,539 | $334.3M | 2.5% | $457.46 | +20.37% | 14 qtrssince 2022-Q1 | Decreased 0 |
CARVANA CO | 892,477 | $300.7M | 2.3% | $31.65 | +112.91% | 5 qtrssince 2024-Q2 | Decreased 0 |
VEEVA SYSTEMS INC-CLASS A | 976,981 | $281.4M | 2.1% | $283.41 | 0.00% | 1 qtr | New 81 |
OPTION CARE HEALTH INC | 8.2M | $267.6M | 2.0% | $33.31 | -3.18% | 2 qtrssince 2025-Q1 | Increased 86 |
Durable Capital Partners LP manages $13.2B across 44 positions as of Q2 2025. Top holdings: RBC (7.3%), CPNG (5.6%), FOUR (5.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 4 new positions, 11 exits, 22 increased. Top move: IWM (INCREASED, conviction 94). Portfolio: $13.2B across 44 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