Durable Capital Partners LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$10.6M
Holdings
40
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RBCRBC BEARINGS INC | 2,344,911 | $1.1M | 9.95% | |
| 2 | DASHDOORDASH INC | 3,578,745 | $810K | 7.66% | |
| 3 | MLB1MERCADOLIBRE INC | 307,932 | $620K | 5.87% | |
| 4 | CPNGCOUPANG INC | 24,452,985 | $576K | 5.45% | |
| 5 | APGAPI GROUP CORP | 15,017,378 | $574K | 5.43% | |
| 6 | XPOXPO INC | 3,949,100 | $536K | 5.07% | |
| 7 | CIGICOLLIERS INTL GROUP INC | 3,369,760 | $495K | 4.68% | |
| 8 | FOURSHIFT4 PMTS INC | 6,606,969 | $416K | 3.94% | |
| 9 | CVNACARVANA CO | 925,045 | $390K | 3.69% | |
| 10 | FERGFERGUSON ENTERPRISES INC | 1,561,342 | $347K | 3.28% | |
| 11 | RKTROCKET COS INC | 17,470,197 | $338K | 3.20% | |
| 12 | SHOPSHOPIFY INC | 2,043,219 | $328K | 3.10% | |
| 13 | AYIACUITY INC | 815,322 | $293K | 2.77% | |
| 14 | MDLNMEDLINE INC | 6,900,000 | $289K | 2.73% | |
| 15 | OPCHOPTION CARE HEALTH INC | 8,991,254 | $286K | 2.71% | |
| 16 | PRVAPRIVIA HEALTH GROUP INC | 12,087,843 | $286K | 2.71% | |
| 17 | AFRMAFFIRM HLDGS INC | 3,681,173 | $273K | 2.58% | |
| 18 | QQNITY ELECTRONICS INC | 2,800,861 | $228K | 2.16% | |
| 19 | VEEVVEEVA SYS INC | 951,896 | $212K | 2.01% | |
| 20 | ULSUL SOLUTIONS INC | 2,563,523 | $202K | 1.91% | |
| 21 | CLHCLEAN HARBORS INC | 834,763 | $195K | 1.85% | |
| 22 | WRBYWARBY PARKER INC | 7,310,605 | $159K | 1.50% | |
| 23 | VSECVSE CORP | 879,228 | $151K | 1.43% | |
| 24 | DSGDESCARTES SYS GROUP INC | 1,710,202 | $149K | 1.41% | |
| 25 | SRADSPORTRADAR GROUP AG | 5,956,331 | $141K | 1.33% | |
| 26 | TWLOTWILIO INC | 962,089 | $136K | 1.29% | |
| 27 | TECHBIO-TECHNE CORP | 2,088,891 | $122K | 1.15% | |
| 28 | YOUCLEAR SECURE INC | 3,461,549 | $121K | 1.14% | |
| 29 | GSHDGOOSEHEAD INS INC | 1,562,969 | $115K | 1.09% | |
| 30 | APPAPPLOVIN CORP | 163,405 | $110K | 1.04% | |
| 31 | BKNGBOOKING HOLDINGS INC | 18,274 | $97K | 0.92% | |
| 32 | RBLXROBLOX CORP | 1,162,730 | $94K | 0.89% | |
| 33 | CBZCBIZ INC | 1,631,969 | $82K | 0.78% | |
| 34 | TOSTTOAST INC | 2,299,023 | $81K | 0.77% | |
| 35 | FSVFIRSTSERVICE CORP NEW | 436,598 | $67K | 0.63% | |
| 36 | FIGFIGMA INC | 1,727,263 | $64K | 0.61% | |
| 37 | ANDGANDERSEN GROUP INC | 1,670,485 | $43K | 0.41% | |
| 38 | AURAURORA INNOVATION INC | 6,768,585 | $25K | 0.24% | |
| 39 | IWMISHARES TR | 96,776 | $23K | 0.22% | |
| 40 | DUOLDUOLINGO INC | 119,181 | $20K | 0.19% |