13F Filings/Durable Capital Partners LP

Durable Capital Partners LP

Hedge FundCIK0001798849LocationBETHESDA, MD 20814, United States

Long U.S. equity positions disclosed to the SEC on Form 13F-HR.

Latest filingQ1 2026Quarter ended31 Mar 2026Filed15 May 2026
Firm profile · Form ADV
SEC adviser registration
CRD
305221 · 801-117448
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 time
Regulatory AUM
$17.6B
Form ADV, as of Apr 2026
● 100% discretionary ($17.6B)
By client type
Pooled investment vehicles: $17.6B (100.0%) · 5 clients
Pooled investment vehicles
$17.6B · 100%
13F AUM over time
$9.7B
Q1 ’26 · 13F AUM
▲ 203%
26 quarters
Reported Holdings
Q1 2026 · upgrade to Pro for past quarters
↗
★ Position spotlightRBCRBC BEARINGS INC · 12.7% of bookThis highlighted stock and its 1Y chart are public
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Security⇅Shares⇅Market Value▼Est. Cost⇅Last Px⇅Est. Return⇅% Portfolio⇅Δ Shares⇅Action⇅
RBC BEARINGS INC
RBC· Industrials
2.28MSH$1.2B~$543.12$505.63▼6.9%12.7%▼ 3.0%Reduced
DOORDASH INC
DASH· Consumer Discretionary
4.28MSH$642.0M~$150.15$223.49▲48.8%6.6%▲ 19.5%Added
MERCADOLIBRE INC
MELI· Consumer Discretionary
351KSH$606.6M~$1729.02$1922.73▲11.2%6.2%▲ 13.9%Added
API GROUP CORP
APG· Industrials
14.78MSH$598.7M~$40.52$41.16▲1.6%6.2%▼ 1.6%Reduced
QNITY ELECTRONICS INC
Q· Information Technology
5.09MSH$587.1M~$115.38$128.88▲11.7%6.0%▲ 81.7%Added
XPO INC
XPO· Industrials
2.94MSH$571.2M~$194.55$197.74▲1.6%5.9%▼ 25.7%Reduced
FERGUSON ENTERPRISES INC
FERG· Industrials
2.19MSH$511.3M~$233.26$242.24▲3.8%5.3%▲ 40.4%Added
MEDLINE INC
MDLN· Health Care
7.27MSH$323.3M~$44.50$34.26▼23.0%3.3%▲ 5.3%Added
CARVANA CO
CVNA· Consumer Discretionary
996KSH$313.0M~$314.38$69.91▼77.8%3.2%▲ 7.6%Added
CLEAN HARBORS INC
CLH· Industrials
1.05MSH$301.3M~$286.73$315.98▲10.2%3.1%▲ 25.9%Added
RBCRBC BEARINGS INCReduced
$1.2B· 12.7%· 2.28M SH· ▼ 3.0%· cost $543.12· last $505.63· ▼6.9%
Industrials · COM · SOLE
DASHDOORDASH INCAdded
$642.0M· 6.6%· 4.28M SH· ▲ 19.5%· cost $150.15· last $223.49· ▲48.8%
Consumer Discretionary · CL A · SOLE
MELIMERCADOLIBRE INCAdded
$606.6M· 6.2%· 351K SH· ▲ 13.9%· cost $1729.02· last $1922.73· ▲11.2%
Consumer Discretionary · COM · SOLE
APGAPI GROUP CORPReduced
$598.7M· 6.2%· 14.78M SH· ▼ 1.6%· cost $40.52· last $41.16· ▲1.6%
Industrials · COM STK · SOLE
QQNITY ELECTRONICS INCAdded
$587.1M· 6.0%· 5.09M SH· ▲ 81.7%· cost $115.38· last $128.88· ▲11.7%
Information Technology · COMMON STOCK · SOLE
XPOXPO INCReduced
$571.2M· 5.9%· 2.94M SH· ▼ 25.7%· cost $194.55· last $197.74· ▲1.6%
Industrials · COM · SOLE
FERGFERGUSON ENTERPRISES INCAdded
$511.3M· 5.3%· 2.19M SH· ▲ 40.4%· cost $233.26· last $242.24· ▲3.8%
Industrials · COMMON STOCK NEW · SOLE
MDLNMEDLINE INCAdded
$323.3M· 3.3%· 7.27M SH· ▲ 5.3%· cost $44.50· last $34.26· ▼23.0%
Health Care · COM CL A · SOLE
CVNACARVANA COAdded
$313.0M· 3.2%· 996K SH· ▲ 7.6%· cost $314.38· last $69.91· ▼77.8%
Consumer Discretionary · CL A · SOLE
CLHCLEAN HARBORS INCAdded
$301.3M· 3.1%· 1.05M SH· ▲ 25.9%· cost $286.73· last $315.98· ▲10.2%
Industrials · COM · SOLE
1–10 of 37
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Sector Breakdown
Q1 2026
Industrials47.2% · $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
← All 13F filings