Durable Capital Partners LP
Hedge FundCIKLocation
Long U.S. equity positions disclosed to the SEC on Form 13F-HR.
Latest filingQ1 2026Quarter ended31 Mar 2026Filed15 May 2026
Portfolio Turnover
22%
Of book traded, QoQ
Positions
37
Long U.S. equities
Top 10 Concentration
59%
Of reported value
QoQ Change
$-854.1M
Value change
Assets under management
Form ADV RAUM · client mix · 13F over timeRegulatory AUM
$16.9B
Form ADV, as of Oct 2024
● 100% discretionary ($16.9B)
By client type
13F AUM over time
$9.7B
Q1 ’26 · 13F AUM
▲ 203%
26 quarters
Sector Breakdown
Latest filingIndustrials47.2% · $4.6B
Consumer Discretionary20.0% · $1.9B
Health Care10.8% · $1.0B
Information Technology9.9% · $966.2M
Unclassified7.3% · $707.0M
Financials3.5% · $341.8M
Real Estate0.9% · $88.6M
Other0.4% · $36.6M
★ Position spotlightRBC
| Security⇅ | Shares⇅ | Market Value▼ | Est. Cost⇅ | Last Px⇅ | Est. Return⇅ | % Portfolio⇅ | Δ Shares⇅ | Action⇅ |
|---|---|---|---|---|---|---|---|---|
| 2.28MSH | $1.2B | ~$543.12 | $630.36 | ▲16.1% | 12.7% | ▼ 3.0% | Reduced | |
| 4.28MSH | $642.0M | ~$150.15 | $183.09 | ▲21.9% | 6.6% | ▲ 19.5% | Added | |
| 351KSH | $606.6M | ~$1729.02 | $1675.10 | ▼3.1% | 6.2% | ▲ 13.9% | Added | |
| 14.78MSH | $598.7M | ~$40.52 | $41.15 | ▲1.6% | 6.2% | ▼ 1.6% | Reduced | |
| 5.09MSH | $587.1M | ~$115.38 | $158.20 | ▲37.1% | 6.0% | ▲ 81.7% | Added | |
| 2.94MSH | $571.2M | ~$194.55 | $201.46 | ▲3.6% | 5.9% | ▼ 25.7% | Reduced | |
| 2.19MSH | $511.3M | ~$233.26 | $238.61 | ▲2.3% | 5.3% | ▲ 40.4% | Added | |
| 7.27MSH | $323.3M | ~$44.50 | $38.87 | ▼12.7% | 3.3% | ▲ 5.3% | Added | |
| 996KSH | $313.0M | ~$314.38 | $62.35 | ▼80.2% | 3.2% | ▲ 7.6% | Added | |
| 1.05MSH | $301.3M | ~$286.73 | $301.65 | ▲5.2% | 3.1% | ▲ 25.9% | Added | |
| 3.29MSH | $282.1M | ~$85.71 | $99.05 | ▲15.6% | 2.9% | ▲ 28.4% | Added | |
| 19.31MSH | $275.1M | ~$14.25 | $15.00 | ▲5.3% | 2.8% | ▲ 10.5% | Added | |
| 6.17MSH | $269.6M | ~$43.73 | $47.65 | ▲9.0% | 2.8% | ▼ 6.7% | Reduced | |
| 1.40MSH | $259.0M | ~$184.40 | $219.99 | ▲19.3% | 2.7% | ▲ 59.8% | Added | |
| 5.65MSH | $258.9M | ~$45.82 | $79.49 | ▲73.5% | 2.7% | ▲ 53.5% | Added | |
| 1.03MSH | $254.8M | ~$248.00 | $299.83 | ▲20.9% | 2.6% | ▲ 961.8% | Added | |
| 12.09MSH | $248.6M | ~$20.57 | $25.57 | ▲24.3% | 2.6% | — | Unchanged | |
| 12.87MSH | $242.9M | ~$18.88 | $17.58 | ▼6.9% | 2.5% | ▼ 47.4% | Reduced | |
| 8.99MSH | $242.0M | ~$26.92 | $21.82 | ▼18.9% | 2.5% | — | Unchanged | |
| 4.46MSH | $232.9M | ~$52.26 | $71.00 | ▲35.9% | 2.4% | ▲ 113.3% | Added |
RBCReduced
$1.2B· 12.7%· 2.28M SH· ▼ 3.0%· cost $543.12· last $630.36· ▲16.1%
DASHAdded
$642.0M· 6.6%· 4.28M SH· ▲ 19.5%· cost $150.15· last $183.09· ▲21.9%
MELIAdded
$606.6M· 6.2%· 351K SH· ▲ 13.9%· cost $1729.02· last $1675.10· ▼3.1%
APGReduced
$598.7M· 6.2%· 14.78M SH· ▼ 1.6%· cost $40.52· last $41.15· ▲1.6%
QAdded
$587.1M· 6.0%· 5.09M SH· ▲ 81.7%· cost $115.38· last $158.20· ▲37.1%
XPOReduced
$571.2M· 5.9%· 2.94M SH· ▼ 25.7%· cost $194.55· last $201.46· ▲3.6%
FERGAdded
$511.3M· 5.3%· 2.19M SH· ▲ 40.4%· cost $233.26· last $238.61· ▲2.3%
MDLNAdded
$323.3M· 3.3%· 7.27M SH· ▲ 5.3%· cost $44.50· last $38.87· ▼12.7%
CVNAAdded
$313.0M· 3.2%· 996K SH· ▲ 7.6%· cost $314.38· last $62.35· ▼80.2%
CLHAdded
$301.3M· 3.1%· 1.05M SH· ▲ 25.9%· cost $286.73· last $301.65· ▲5.2%
ULSAdded
$282.1M· 2.9%· 3.29M SH· ▲ 28.4%· cost $85.71· last $99.05· ▲15.6%
RKTAdded
$275.1M· 2.8%· 19.31M SH· ▲ 10.5%· cost $14.25· last $15.00· ▲5.3%
FOURReduced
$269.6M· 2.8%· 6.17M SH· ▼ 6.7%· cost $43.73· last $47.65· ▲9.0%
VSECAdded
$259.0M· 2.7%· 1.40M SH· ▲ 59.8%· cost $184.40· last $219.99· ▲19.3%
AFRMAdded
$258.9M· 2.7%· 5.65M SH· ▲ 53.5%· cost $45.82· last $79.49· ▲73.5%
IWMAdded
$254.8M· 2.6%· 1.03M SH· ▲ 961.8%· cost $248.00· last $299.83· ▲20.9%
PRVAUnchanged
$248.6M· 2.6%· 12.09M SH· —· cost $20.57· last $25.57· ▲24.3%
CPNGReduced
$242.9M· 2.5%· 12.87M SH· ▼ 47.4%· cost $18.88· last $17.58· ▼6.9%
OPCHUnchanged
$242.0M· 2.5%· 8.99M SH· —· cost $26.92· last $21.82· ▼18.9%
TECHAdded
$232.9M· 2.4%· 4.46M SH· ▲ 113.3%· cost $52.26· last $71.00· ▲35.9%
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