13F HOLDINGS REPORT
Durable Capital Partners LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001798849-25-000010
Total Value
$13.21B
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RBC BEARINGS INC | RBC | 2,521,043 | $970.1M | 7.35% |
| 2 | COUPANG INC | CPNG | 24,743,982 | $741.3M | 5.61% |
| 3 | SHIFT4 PMTS INC | 82452J109 | 6,665,443 | $660.6M | 5.00% |
| 4 | INTUIT | INTU | 782,292 | $616.2M | 4.67% |
| 5 | ISHARES TR | 464287655 | 2,596,668 | $560.3M | 4.24% |
| 6 | API GROUP CORP | APG | 10,623,568 | $542.3M | 4.11% |
| 7 | SHOPIFY INC | SHOP | 4,543,835 | $524.1M | 3.97% |
| 8 | AFFIRM HLDGS INC | AFRM | 7,389,337 | $510.9M | 3.87% |
| 9 | ROBLOX CORP | RBLX | 4,588,728 | $482.7M | 3.66% |
| 10 | COLLIERS INTL GROUP INC | 194693107 | 3,625,501 | $473.3M | 3.58% |
| 11 | XPO INC | XPO | 3,595,056 | $454.0M | 3.44% |
| 12 | TOAST INC | TOST | 10,245,724 | $453.8M | 3.44% |
| 13 | DUOLINGO INC | DUOL | 1,073,356 | $440.1M | 3.33% |
| 14 | MERCADOLIBRE INC | MELI | 147,984 | $386.8M | 2.93% |
| 15 | ACUITY INC | AYI | 1,249,899 | $372.9M | 2.82% |
| 16 | FIRSTSERVICE CORP NEW | FSV | 1,963,565 | $342.9M | 2.60% |
| 17 | HUBSPOT INC | HUBS | 600,539 | $334.3M | 2.53% |
| 18 | CARVANA CO | CVNA | 892,477 | $300.7M | 2.28% |
| 19 | VEEVA SYS INC | VEEV | 976,981 | $281.4M | 2.13% |
| 20 | OPTION CARE HEALTH INC | OPCH | 8,237,577 | $267.6M | 2.03% |
| 21 | PRIVIA HEALTH GROUP INC | PRVA | 11,487,843 | $264.2M | 2.00% |
| 22 | DOORDASH INC | DASH | 1,026,649 | $253.1M | 1.92% |
| 23 | ENTEGRIS INC | ENTG | 3,055,914 | $246.5M | 1.87% |
| 24 | DESCARTES SYS GROUP INC | 249906108 | 2,253,704 | $229.1M | 1.73% |
| 25 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 1,040,648 | $227.7M | 1.72% |
| 26 | BOOKING HOLDINGS INC | BKNG | 37,306 | $216.0M | 1.64% |
| 27 | WARBY PARKER INC | WRBY | 9,597,808 | $210.5M | 1.59% |
| 28 | CLEAR SECURE INC | YOU | 7,490,351 | $207.9M | 1.57% |
| 29 | MASIMO CORP | MASI | 1,163,898 | $195.8M | 1.48% |
| 30 | ROPER TECHNOLOGIES INC | ROP | 329,709 | $186.9M | 1.42% |
| 31 | ESAB CORPORATION | ESAB | 1,385,176 | $167.0M | 1.26% |
| 32 | MOLINA HEALTHCARE INC | MOH | 535,967 | $159.7M | 1.21% |
| 33 | RH | RH | 646,097 | $122.1M | 0.92% |
| 34 | VSE CORP | VSECU | 865,017 | $113.3M | 0.86% |
| 35 | AURORA INNOVATION INC | AUROW | 20,404,238 | $106.9M | 0.81% |
| 36 | FLOOR & DECOR HLDGS INC | FND | 1,398,378 | $106.2M | 0.80% |
| 37 | FLUTTER ENTMT PLC | G3643J108 | 332,481 | $95.0M | 0.72% |
| 38 | EVOLENT HEALTH INC | EVH | 6,423,293 | $72.3M | 0.55% |
| 39 | GOOSEHEAD INS INC | GSHD | 680,812 | $71.8M | 0.54% |
| 40 | APPLOVIN CORP | APP | 187,836 | $65.8M | 0.50% |
| 41 | MONDAY COM LTD | MNDY | 189,684 | $59.7M | 0.45% |
| 42 | PTC INC | PTC | 278,710 | $48.0M | 0.36% |
| 43 | OUTSET MED INC | OM | 1,657,126 | $31.8M | 0.24% |
| 44 | SWEETGREEN INC | SG | 2,137,996 | $31.8M | 0.24% |