Durable Capital Partners

Name: Durable Capital Partners 13F holdings, Q2 2026
Creator: Durable Capital Partners

13F Holdings · CIK 1798849 · filed 2026-08-14

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AI Summary

New Positions

11% of current holdings

Exited

14% of prior holdings

Increased

24% of prior holdings

Decreased

54% of prior holdings

Total holdings: 37 → 36

Show unchanged positions

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1 split-adjusted38 positions

					Shares				Value ($)

New	Long	AGILON HEALTH INC	00857U206	COM NEW	—	440,642	+440,642	—	—	$47.2M	+$47.2M	—
New	Long	MADISON AIR SOLUTIONS CORP	55658T105	COM SHS CL A	—	10,196,486	+10,196,486	—	—	$397.7M	+$397.7M	—
New	Long	ROLLINS INC	775711104	COM	—	1,165,673	+1,165,673	—	—	$48.7M	+$48.7M	—
New	Long	TWILIO INC	90138F102	CL A	—	1,846,153	+1,846,153	—	—	$380.9M	+$380.9M	—
Exited	Long	CLEAR SECURE INC	18467V109	COM CL A	2,971,595	—	−2,971,595	−100.0%	$143.9M	—	−$143.9M	−100.0%
Exited	Long	COLLIERS INTL GROUP INC	194693107	SUB VTG SHS	828,839	—	−828,839	−100.0%	$88.6M	—	−$88.6M	−100.0%
Exited	Long	ESAB CORPORATION	29605J106	COM	34,315	—	−34,315	−100.0%	$3.3M	—	−$3.3M	−100.0%
Exited	Long	ISHARES TR	464287655	RUSSELL 2000 ETF	1,027,614	—	−1,027,614	−100.0%	$254.8M	—	−$254.8M	−100.0%
Exited	Long	ROBLOX CORP	771049103	CL A	646,429	—	−646,429	−100.0%	$36.6M	—	−$36.6M	−100.0%
Increased	Long	AURORA INNOVATION INC	051774107	CLASS A COM	1,486,036	10,889,415	+9,403,379	+632.8%	$6.1M	$74.3M	+$68.1M	+1113.0%
Increased	Long	CARVANA CO5-for-1 split	146869102	CL A	4,978,705	6,720,882	+1,742,177	+35.0%	$313.0M	$442.4M	+$129.3M	+41.3%
Increased	Long	CRH PLC	G25508105	ORD	1,477,777	2,665,296	+1,187,519	+80.4%	$155.3M	$285.2M	+$129.8M	+83.6%
Increased	Long	FABRINET	G3323L100	SHS	216,472	603,340	+386,868	+178.7%	$112.9M	$339.1M	+$226.2M	+200.4%
Increased	Long	FERGUSON ENTERPRISES INC	31488V107	COMMON STOCK NEW	2,191,975	2,979,735	+787,760	+35.9%	$511.3M	$707.2M	+$195.9M	+38.3%
Increased	Long	FLOWSERVE CORP	34354P105	COM	951,798	2,911,004	+1,959,206	+205.8%	$70.0M	$215.9M	+$145.9M	+208.5%
Increased	Long	GOOSEHEAD INS INC	38267D109	COM CL A	1,562,969	1,837,151	+274,182	+17.5%	$66.7M	$89.1M	+$22.4M	+33.6%
Increased	Long	SHOPIFY INC	82509L107	CL A SUB VTG SHS	971,814	2,335,694	+1,363,880	+140.3%	$115.3M	$266.7M	+$151.4M	+131.3%
Increased	Long	XOMETRY INC	98423F109	CLASS A COM	55,405	1,014,976	+959,571	+1731.9%	$2.3M	$98.0M	+$95.7M	+4229.5%
Decreased	Long	ACUITY INC	00508Y102	COM	355,729	68,646	−287,083	−80.7%	$99.7M	$25.9M	−$73.8M	−74.1%
Decreased	Long	AFFIRM HLDGS INC	00827B106	COM CL A	5,649,434	4,425,406	−1,224,028	−21.7%	$258.9M	$360.9M	+$102.0M	+39.4%
Decreased	Long	API GROUP CORP	00187Y100	COM STK	14,775,236	12,131,313	−2,643,923	−17.9%	$598.7M	$513.8M	−$84.9M	−14.2%
Decreased	Long	APPLIED INDL TECHNOLOGIES IN	03820C105	COM	296,601	162,070	−134,531	−45.4%	$78.7M	$54.8M	−$23.9M	−30.4%
Decreased	Long	BIO-TECHNE CORP	09073M104	COM	4,456,017	501,963	−3,954,054	−88.7%	$232.9M	$35.5M	−$197.4M	−84.8%
Decreased	Long	CLEAN HARBORS INC	184496107	COM	1,050,973	892,405	−158,568	−15.1%	$301.3M	$266.6M	−$34.7M	−11.5%
Decreased	Long	COUPANG INC	22266T109	CL A	12,866,806	3,881,925	−8,984,881	−69.8%	$242.9M	$67.4M	−$175.5M	−72.2%
Decreased	Long	DOORDASH INC	25809K105	CL A	4,276,006	4,154,183	−121,823	−2.8%	$642.0M	$766.6M	+$124.5M	+19.4%
Decreased	Long	ENTEGRIS INC	29362U104	COM	971,701	293,139	−678,562	−69.8%	$113.9M	$52.7M	−$61.2M	−53.7%
Decreased	Long	MEDLINE INC	58507V107	COM CL A	7,265,853	2,627,321	−4,638,532	−63.8%	$323.3M	$103.6M	−$219.7M	−68.0%
Decreased	Long	MERCADOLIBRE INC	58733R102	COM	350,845	308,663	−42,182	−12.0%	$606.6M	$523.9M	−$82.7M	−13.6%
Decreased	Long	OPTION CARE HEALTH INC	68404L201	COM NEW	8,991,254	6,163,722	−2,827,532	−31.4%	$242.0M	$129.3M	−$112.8M	−46.6%
Decreased	Long	PRIVIA HEALTH GROUP INC	74276R102	COM	12,087,843	11,635,948	−451,895	−3.7%	$248.6M	$299.4M	+$50.7M	+20.4%
Decreased	Long	QNITY ELECTRONICS INC	74743L100	COMMON STOCK	5,088,108	4,553,414	−534,694	−10.5%	$587.1M	$743.6M	+$156.6M	+26.7%
Decreased	Long	RBC BEARINGS INC	75524B104	COM	2,275,636	1,708,921	−566,715	−24.9%	$1.24B	$1.10B	−$135.3M	−10.9%
Decreased	Long	ROCKET COS INC	77311W101	COM CL A	19,305,725	16,488,238	−2,817,487	−14.6%	$275.1M	$259.7M	−$15.4M	−5.6%
Decreased	Long	SHIFT4 PMTS INC	82452J109	CL A	6,165,793	4,423,633	−1,742,160	−28.3%	$269.6M	$215.2M	−$54.5M	−20.2%
Decreased	Long	UL SOLUTIONS INC	903731107	CLASS A COM SHS	3,291,516	2,937,488	−354,028	−10.8%	$282.1M	$299.2M	+$17.1M	+6.1%
Decreased	Long	VSE CORP	918284100	COM	1,404,771	980,310	−424,461	−30.2%	$259.0M	$224.0M	−$35.0M	−13.5%
Decreased	Long	XPO INC	983793100	COM	2,935,934	2,424,919	−511,015	−17.4%	$571.2M	$497.8M	−$73.4M	−12.8%