DUDurable Capital Partners LP
Institutional investor · Portfolio as of Q3 2025
Top Holdings48 positions
RBC BEARINGS INC | 2.5M | $983.9M | 7.3% | $204.05 | +91.27% | 23 qtrssince 2020-Q1 | Unchanged 0 |
COUPANG INC CL A | 24.8M | $799.6M | 5.9% | $21.10 | +52.61% | 7 qtrssince 2024-Q1 | Increased 63 |
Shopify Inc | 4.5M | $675.3M | 5.0% | $89.46 | +66.12% | 8 qtrssince 2023-Q4 | Unchanged 0 |
COLLIERS INTL GROUP INC SUB VTG SHS | 3.7M | $577.8M | 4.3% | $121.44 | +28.30% | 11 qtrssince 2023-Q1 | Increased 60 |
XPO LOGISTICS 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% | $25.24 | +36.17% | 5 qtrssince 2024-Q3 | Increased 77 |
ROBLOX CORP CL 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 CL A | 1.7M | $454.7M | 3.4% | $215.52 | +26.44% | 4 qtrssince 2024-Q4 | Increased 84 |
SHIFT4 PMTS INC | 5.6M | $435.5M | 3.2% | $67.06 | +17.83% | 22 qtrssince 2020-Q2 | Decreased 0 |
Mercadolibre Inc | 175,436 | $410M | 3.0% | $2,351.38 | -0.61% | 3 qtrssince 2025-Q1 | Increased 68 |
VEEVA SYS INC | 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 SHS | 1.2M | $316M | 2.3% | $273.58 | -70.18% | 3 qtrssince 2025-Q1 | Increased 87 |
WEST PHARMACEUTICAL SVSC INC | 1.2M | $307.6M | 2.3% | $229.49 | +58.29% | 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 | 437,256 | $298.6M | 2.2% | $388.82 | -21.85% | 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: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
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
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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
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