13F HOLDINGS REPORT
Durable Capital Partners LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001798849-26-000003
Total Value
$10.57B
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RBC BEARINGS INC | RBC | 2,344,911 | $1.05B | 9.95% |
| 2 | DOORDASH INC | DASH | 3,578,745 | $810.5M | 7.67% |
| 3 | MERCADOLIBRE INC | MELI | 307,932 | $620.3M | 5.87% |
| 4 | COUPANG INC | CPNG | 24,452,985 | $576.8M | 5.46% |
| 5 | API GROUP CORP | APG | 15,017,378 | $574.6M | 5.44% |
| 6 | XPO INC | XPO | 3,949,100 | $536.7M | 5.08% |
| 7 | COLLIERS INTL GROUP INC | 194693107 | 3,369,760 | $495.4M | 4.69% |
| 8 | SHIFT4 PMTS INC | 82452J109 | 6,606,969 | $416.0M | 3.94% |
| 9 | CARVANA CO | CVNA | 925,045 | $390.4M | 3.69% |
| 10 | FERGUSON ENTERPRISES INC | FERG | 1,561,342 | $347.6M | 3.29% |
| 11 | ROCKET COS INC | 77311W101 | 17,470,197 | $338.2M | 3.20% |
| 12 | SHOPIFY INC | SHOP | 2,043,219 | $328.9M | 3.11% |
| 13 | ACUITY INC | AYI | 815,322 | $293.5M | 2.78% |
| 14 | MEDLINE INC | MDLN | 6,900,000 | $289.8M | 2.74% |
| 15 | PRIVIA HEALTH GROUP INC | PRVA | 12,087,843 | $286.6M | 2.71% |
| 16 | OPTION CARE HEALTH INC | OPCH | 8,991,254 | $286.5M | 2.71% |
| 17 | AFFIRM HLDGS INC | AFRM | 3,681,173 | $274.0M | 2.59% |
| 18 | QNITY ELECTRONICS INC | Q | 2,800,861 | $228.7M | 2.16% |
| 19 | VEEVA SYS INC | VEEV | 951,896 | $212.5M | 2.01% |
| 20 | UL SOLUTIONS INC | ULS | 2,563,523 | $202.2M | 1.91% |
| 21 | CLEAN HARBORS INC | CLH | 834,763 | $195.7M | 1.85% |
| 22 | WARBY PARKER INC | WRBY | 7,310,605 | $159.3M | 1.51% |
| 23 | VSE CORP | VSECU | 879,228 | $151.9M | 1.44% |
| 24 | DESCARTES SYS GROUP INC | 249906108 | 1,710,202 | $149.9M | 1.42% |
| 25 | SPORTRADAR GROUP AG | SRAD | 5,956,331 | $141.6M | 1.34% |
| 26 | TWILIO INC | TWLO | 962,089 | $136.8M | 1.29% |
| 27 | BIO-TECHNE CORP | TECH | 2,088,891 | $122.8M | 1.16% |
| 28 | CLEAR SECURE INC | YOU | 3,461,549 | $121.4M | 1.15% |
| 29 | GOOSEHEAD INS INC | GSHD | 1,562,969 | $115.1M | 1.09% |
| 30 | APPLOVIN CORP | APP | 163,405 | $110.1M | 1.04% |
| 31 | BOOKING HOLDINGS INC | BKNG | 18,274 | $97.9M | 0.93% |
| 32 | ROBLOX CORP | RBLX | 1,162,730 | $94.2M | 0.89% |
| 33 | CBIZ INC | CBZ | 1,631,969 | $82.3M | 0.78% |
| 34 | TOAST INC | TOST | 2,299,023 | $81.6M | 0.77% |
| 35 | FIRSTSERVICE CORP NEW | FSV | 436,598 | $67.9M | 0.64% |
| 36 | FIGMA INC | FIG | 1,727,263 | $64.5M | 0.61% |
| 37 | ANDERSEN GROUP INC | ANDG | 1,670,485 | $43.3M | 0.41% |
| 38 | AURORA INNOVATION INC | AUROW | 6,768,585 | $26.0M | 0.25% |
| 39 | ISHARES TR | 464287655 | 96,776 | $23.8M | 0.23% |
| 40 | DUOLINGO INC | DUOL | 119,181 | $20.9M | 0.20% |