DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q3 2025
Top Holdings48 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
RBC BEARINGS INC | 2.5M | $983.9M | 7.3% | $203.99 | +88.39% | 23 qtrssince 2020-Q1 | Unchanged 0 |
COUPANG INC | 24.8M | $799.6M | 5.9% | $21.21 | +54.78% | 7 qtrssince 2024-Q1 | Increased 63 |
SHOPIFY INC - CLASS A | 4.5M | $675.3M | 5.0% | $89.59 | +66.31% | 8 qtrssince 2023-Q4 | Unchanged 0 |
COLLIERS INTL GROUP INC | 3.7M | $577.8M | 4.3% | $121.02 | +29.74% | 11 qtrssince 2023-Q1 | Increased 60 |
XPO INC | 4.3M | $559.9M | 4.1% | $121.43 | +4.88% | 4 qtrssince 2024-Q4 | Increased 70 |
API GROUP CORP | 14.9M | $512.1M | 3.8% | $27.86 | +23.37% | 5 qtrssince 2024-Q3 | Increased 77 |
ROBLOX CORP -CLASS A | 3.5M | $489M | 3.6% | $70.00 | +102.23% | 4 qtrssince 2024-Q4 | Decreased 0 |
ACUITY BRANDS INC | 1.4M | $469.6M | 3.5% | $290.62 | +18.22% | 5 qtrssince 2024-Q3 | Increased 64 |
AFFIRM HOLDINGS INC | 6.3M | $458.1M | 3.4% | $52.20 | +40.01% | 5 qtrssince 2024-Q3 | Decreased 0 |
DOORDASH INC - A | 1.7M | $454.7M | 3.4% | $215.52 | +26.44% | 4 qtrssince 2024-Q4 | Increased 84 |
SHIFT4 PAYMENTS INC-CLASS A | 5.6M | $435.5M | 3.2% | $67.06 | +17.83% | 22 qtrssince 2020-Q2 | Decreased 0 |
MERCADOLIBRE INC | 175,436 | $410M | 3.0% | $2,381.72 | +5.02% | 3 qtrssince 2025-Q1 | Increased 68 |
VEEVA SYSTEMS INC-CLASS A | 1.3M | $375M | 2.8% | $285.56 | +2.61% | 2 qtrssince 2025-Q2 | Increased 68 |
FIRSTSERVICE CORP NEW | 2.2M | $365.2M | 2.7% | $120.26 | +57.39% | 23 qtrssince 2020-Q1 | Increased 61 |
ENTEGRIS INC | 3.8M | $348.1M | 2.6% | $105.72 | -12.85% | 10 qtrssince 2023-Q2 | Increased 65 |
CARVANA CO | 892,477 | $336.7M | 2.5% | $31.65 | +138.36% | 6 qtrssince 2024-Q2 | Unchanged 0 |
FLUTTER ENTMT PLC | 1.2M | $316M | 2.3% | $273.58 | -62.93% | 3 qtrssince 2025-Q1 | Increased 87 |
WEST PHARMACEUTICAL SERVICES | 1.2M | $307.6M | 2.3% | $229.49 | +52.26% | 23 qtrssince 2020-Q1 | Increased 61 |
BOOKING HOLDINGS INC | 55,319 | $298.7M | 2.2% | $133.69 | +60.87% | 12 qtrssince 2022-Q4 | Increased 74 |
INTUIT INC | 437,256 | $298.6M | 2.2% | $388.82 | -13.69% | 23 qtrssince 2020-Q1 | Decreased 0 |
Durable Capital Partners LP manages $13.5B across 48 positions as of Q3 2025. Top holdings: RBC (7.3%), CPNG (5.9%), SHOP (5.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 10 new positions, 6 exits, 17 increased. Top move: FLUT (INCREASED, conviction 87). Portfolio: $13.5B across 48 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