13F HOLDINGS REPORT
Durable Capital Partners LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001798849-25-000015
Total Value
$13.50B
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RBC BEARINGS INC | RBC | 2,521,043 | $983.9M | 7.29% |
| 2 | COUPANG INC | CPNG | 24,833,189 | $799.6M | 5.93% |
| 3 | SHOPIFY INC | SHOP | 4,543,835 | $675.3M | 5.00% |
| 4 | COLLIERS INTL GROUP INC | 194693107 | 3,699,124 | $577.8M | 4.28% |
| 5 | XPO INC | XPO | 4,331,280 | $559.9M | 4.15% |
| 6 | API GROUP CORP | APG | 14,898,178 | $512.1M | 3.79% |
| 7 | ROBLOX CORP | RBLX | 3,529,982 | $489.0M | 3.62% |
| 8 | ACUITY INC | AYI | 1,363,619 | $469.6M | 3.48% |
| 9 | AFFIRM HLDGS INC | AFRM | 6,268,515 | $458.1M | 3.39% |
| 10 | DOORDASH INC | DASH | 1,671,659 | $454.7M | 3.37% |
| 11 | SHIFT4 PMTS INC | 82452J109 | 5,626,484 | $435.5M | 3.23% |
| 12 | MERCADOLIBRE INC | MELI | 175,436 | $410.0M | 3.04% |
| 13 | VEEVA SYS INC | VEEV | 1,258,853 | $375.0M | 2.78% |
| 14 | FIRSTSERVICE CORP NEW | FSV | 2,216,720 | $365.2M | 2.71% |
| 15 | ENTEGRIS INC | ENTG | 3,765,035 | $348.1M | 2.58% |
| 16 | CARVANA CO | CVNA | 892,477 | $336.7M | 2.49% |
| 17 | FLUTTER ENTMT PLC | G3643J108 | 1,243,988 | $316.0M | 2.34% |
| 18 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 1,172,583 | $307.6M | 2.28% |
| 19 | BOOKING HOLDINGS INC | BKNG | 55,319 | $298.7M | 2.21% |
| 20 | INTUIT | INTU | 437,256 | $298.6M | 2.21% |
| 21 | PRIVIA HEALTH GROUP INC | PRVA | 11,691,685 | $291.1M | 2.16% |
| 22 | DUOLINGO INC | DUOL | 874,919 | $281.6M | 2.09% |
| 23 | FIGMA INC | FIG | 5,369,380 | $278.5M | 2.06% |
| 24 | FERGUSON ENTERPRISES INC | FERG | 1,088,970 | $244.6M | 1.81% |
| 25 | WARBY PARKER INC | WRBY | 8,752,607 | $241.4M | 1.79% |
| 26 | TOAST INC | TOST | 6,360,898 | $232.2M | 1.72% |
| 27 | ESAB CORPORATION | ESAB | 1,945,854 | $217.4M | 1.61% |
| 28 | ROCKET COS INC | 77311W101 | 10,991,236 | $213.0M | 1.58% |
| 29 | CLEAR SECURE INC | YOU | 6,366,367 | $212.5M | 1.57% |
| 30 | CBIZ INC | CBZ | 3,925,067 | $207.9M | 1.54% |
| 31 | OPTION CARE HEALTH INC | OPCH | 7,431,769 | $206.3M | 1.53% |
| 32 | WIX COM LTD | WIX | 1,031,844 | $183.3M | 1.36% |
| 33 | HUBSPOT INC | HUBS | 326,711 | $152.8M | 1.13% |
| 34 | VSE CORP | VSECU | 865,017 | $143.8M | 1.07% |
| 35 | APPLOVIN CORP | APP | 187,836 | $135.0M | 1.00% |
| 36 | CLEAN HARBORS INC | CLH | 573,666 | $133.2M | 0.99% |
| 37 | FLOOR & DECOR HLDGS INC | FND | 1,645,369 | $121.3M | 0.90% |
| 38 | GOOSEHEAD INS INC | GSHD | 1,542,186 | $114.8M | 0.85% |
| 39 | MASIMO CORP | MASI | 620,619 | $91.6M | 0.68% |
| 40 | BIO-TECHNE CORP | TECH | 1,395,966 | $77.7M | 0.58% |
| 41 | AURORA INNOVATION INC | AUROW | 12,044,163 | $64.9M | 0.48% |
| 42 | RH | RH | 221,434 | $45.0M | 0.33% |
| 43 | BIRKENSTOCK HOLDING PLC | BIRK | 886,660 | $40.1M | 0.30% |
| 44 | XOMETRY INC | XMTR | 669,274 | $36.5M | 0.27% |
| 45 | ROPER TECHNOLOGIES INC | ROP | 56,448 | $28.2M | 0.21% |
| 46 | OUTSET MED INC | OM | 1,023,706 | $14.5M | 0.11% |
| 47 | VIA TRANSN INC | 92556W104 | 200,000 | $9.6M | 0.07% |
| 48 | SWEETGREEN INC | SG | 663,890 | $5.3M | 0.04% |