DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q2 2025
Top Holdings44 positions
RBC BEARINGS INC | 2.5M | $970.1M | 7.3% | $204.05 | +88.58% | 22 qtrssince 2020-Q1 | Decreased 0 |
COUPANG INC CL A | 24.7M | $741.3M | 5.6% | $21.06 | +42.26% | 6 qtrssince 2024-Q1 | Increased 67 |
SHIFT4 PMTS INC | 6.7M | $660.6M | 5.0% | $67.06 | +46.46% | 21 qtrssince 2020-Q2 | Increased 70 |
INTUIT | 782,292 | $616.2M | 4.7% | $388.82 | +98.73% | 22 qtrssince 2020-Q1 | Increased 66 |
iShares Trust RUSSELL 2000 ETF | 2.6M | $560.3M | 4.2% | $211.53 | +0.70% | 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 | 4.5M | $524.1M | 4.0% | $89.46 | +28.94% | 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 CL A | 4.6M | $482.7M | 3.7% | $70.00 | +50.84% | 3 qtrssince 2024-Q4 | Increased 74 |
COLLIERS INTL GROUP INC SUB VTG SHS | 3.6M | $473.3M | 3.6% | $120.74 | +7.83% | 10 qtrssince 2023-Q1 | Increased 70 |
XPO LOGISTICS INC | 3.6M | $454M | 3.4% | $120.21 | +6.05% | 3 qtrssince 2024-Q4 | Increased 89 |
Toast Inc | 10.2M | $453.8M | 3.4% | $19.68 | +122.99% | 16 qtrssince 2021-Q3 | Decreased 0 |
DUOLINGO INC CL A COM | 1.1M | $440.1M | 3.3% | $114.73 | +258.46% | 16 qtrssince 2021-Q3 | Decreased 0 |
Mercadolibre Inc | 147,984 | $386.8M | 2.9% | $2,354.06 | +11.03% | 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 SYS INC | 976,981 | $281.4M | 2.1% | $283.41 | 0.00% | 1 qtr | New 81 |
OPTION CARE HEALTH INC COM NEW | 8.2M | $267.6M | 2.0% | $33.53 | -3.14% | 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: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
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
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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
Verify source filings on SEC EDGAR