Durable Capital Partners LP

CIK: 0001798849Latest portfolio: $10.6M · Q4 2025

Holdings

40

Total Value

$10.6M

New Positions

8

Closed Positions

16

#StockSharesValue% PortfolioChangeType
1
RBCRBC BEARINGS INC
2,344,911$1.1M9.95%-176,132
2
DASHDOORDASH INC
3,578,745$810K7.66%+1.9M
3
MLB1MERCADOLIBRE INC
307,932$620K5.87%+132K
4
CPNGCOUPANG INC
24,452,985$576K5.45%-380,204
5
APGAPI GROUP CORP
15,017,378$574K5.43%+119K
6
XPOXPO INC
3,949,100$536K5.07%-382,180
7
CIGICOLLIERS INTL GROUP INC
3,369,760$495K4.68%-329,364
8
FOURSHIFT4 PMTS INC
6,606,969$416K3.94%+980K
9
CVNACARVANA CO
925,045$390K3.69%+33K
10
FERGFERGUSON ENTERPRISES INC
1,561,342$347K3.28%+472K
11
RKTROCKET COS INC
17,470,197$338K3.20%+6.5M
12
SHOPSHOPIFY INC
2,043,219$328K3.10%-2,500,616
13
AYIACUITY INC
815,322$293K2.77%-548,297
14
MDLNMEDLINE INC
6,900,000$289K2.73%NEW
15
OPCHOPTION CARE HEALTH INC
8,991,254$286K2.71%+1.6M
16
PRVAPRIVIA HEALTH GROUP INC
12,087,843$286K2.71%+396K
17
AFRMAFFIRM HLDGS INC
3,681,173$273K2.58%-2,587,342
18
QQNITY ELECTRONICS INC
2,800,861$228K2.16%NEW
19
VEEVVEEVA SYS INC
951,896$212K2.01%-306,957
20
ULSUL SOLUTIONS INC
2,563,523$202K1.91%NEW
21
CLHCLEAN HARBORS INC
834,763$195K1.85%+261K
22
WRBYWARBY PARKER INC
7,310,605$159K1.50%-1,442,002
23
VSECVSE CORP
879,228$151K1.43%+14K
24
DSGDESCARTES SYS GROUP INC
1,710,202$149K1.41%NEW
25
SRADSPORTRADAR GROUP AG
5,956,331$141K1.33%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
RKT17.5M+6.5M
DASH3.6M+1.9M
OPCH9.0M+1.6M
FOUR6.6M+980K
TECH2.1M+693K
FERG1.6M+472K
PRVA12.1M+396K
CLH835K+261K
MLB1308K+132K
APG15.0M+119K

Decreased Positions

NameSharesChange
TOST2.3M-4061875
FIG1.7M-3642117
YOU3.5M-2904818
AFRM3.7M-2587342
SHOP2.0M-2500616
RBLX1.2M-2367252
CBZ1.6M-2293098
WRBY7.3M-1442002
DUOL119K-755738
XPO3.9M-382180

Sector Breakdown

Technology0.0% ($4.1632827322814117e+21T)
Industrials0.0% ($105157453634729328.0T)
Healthcare0.0% ($289286286.2T)
Consumer Cyclical0.0% ($5.8T)
Financial Services0.0% ($33.8B)
Communication Services0.0% ($810.1M)
Unknown0.0% ($620.1M)
Real Estate0.0% ($49.6M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$10.6M40
Q3 2025Nov 14, 2025$13.5T48
Q2 2025Aug 14, 2025$13.2T44
Q1 2025May 15, 2025$11.2T51
Q4 2024Feb 14, 2025$12.3T46
Q3 2024Nov 14, 2024$13668.0T48
Q2 2024Aug 14, 2024$12181.8T49
Q1 2024May 15, 2024$12907.0T53
Q4 2023Feb 14, 2024$12668.8T52
Q3 2023Nov 14, 2023$10942.7T52
Q2 2023Aug 14, 2023$11276.2T50
Q1 2023May 15, 2023$10649.5T49
Q4 2022Feb 14, 2023$9619.3T51
Q3 2022Nov 14, 2022$9.1T52
Q2 2022Aug 12, 2022$8.7T53
Q1 2022May 13, 2022$11.4T59
Q4 2021Feb 14, 2022$12.8T59
Q3 2021Nov 15, 2021$13.2T65
Q2 2021Aug 13, 2021$13.6T57
Q1 2021May 17, 2021$11.8T54
Q4 2020Feb 16, 2021$11.2T53
Q3 2020Nov 16, 2020$9.1T53
Q2 2020Aug 14, 2020$8.0T43
Q1 2020May 15, 2020$4.9T44
Q4 2019Feb 13, 2020$3.2T3

Fund Information

CIK0001798849
Most Recent FilingFeb 17, 2026
Number of Filings25

Durable Capital Partners LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $10.6M across 40 holdings. The largest position is RBC BEARINGS INC (RBC), representing 9.9% of the portfolio. Compared to the previous quarter, the fund opened 8 new positions and closed 16 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.