Durable Capital Partners 13F, Q1 2026
Henry Ellenbogen · quarter ending 31 March 2026 · filed 15 May 2026 · SEC CIK 1798849
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2026
The 25 largest of 37 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| RBC BEARINGS INC | RBC | $1.24B | 12.7% | -3% shares |
| DOORDASH INC | DASH | $642.04M | 6.6% | +20% shares |
| MERCADOLIBRE INC | MELI | $606.62M | 6.2% | +14% shares |
| API GROUP CORP | APG | $598.69M | 6.2% | unchanged |
| QNITY ELECTRONICS INC | Q | $587.07M | 6.0% | +82% shares |
| XPO INC | XPO | $571.19M | 5.9% | -26% shares |
| FERGUSON ENTERPRISES INC | FERG | $511.30M | 5.3% | +40% shares |
| MEDLINE INC | MDLN | $323.33M | 3.3% | +5% shares |
| CARVANA CO | CVNA | $313.04M | 3.2% | +8% shares |
| CLEAN HARBORS INC | CLH | $301.35M | 3.1% | +26% shares |
| UL SOLUTIONS INC | ULS | $282.12M | 2.9% | +28% shares |
| ROCKET COS INC | RKT | $275.11M | 2.8% | +11% shares |
| SHIFT4 PMTS INC | FOUR | $269.63M | 2.8% | -7% shares |
| VSE CORP | VSEC | $259.04M | 2.7% | +60% shares |
| AFFIRM HLDGS INC | AFRM | $258.86M | 2.7% | +54% shares |
| ISHARES TR | IWM | $254.85M | 2.6% | +962% shares |
| PRIVIA HEALTH GROUP INC | PRVA | $248.65M | 2.6% | unchanged |
| COUPANG INC | CPNG | $242.93M | 2.5% | -47% shares |
| OPTION CARE HEALTH INC | OPCH | $242.04M | 2.5% | unchanged |
| BIO-TECHNE CORP | TECH | $232.87M | 2.4% | +113% shares |
| WIX COM LTD | $183.89M | 1.9% | new | |
| CRH PLC | $155.34M | 1.6% | new | |
| CLEAR SECURE INC | YOU | $143.85M | 1.5% | -14% shares |
| WARBY PARKER INC | WRBY | $134.77M | 1.4% | -13% shares |
| SHOPIFY INC | SHOP | $115.28M | 1.2% | -52% shares |
What changed since Q4 2025
Against the Q4 2025 filing, Durable Capital Partners opened 8 new positions, added to 13, trimmed 11, left 5 unchanged and exited 11. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
Exited
- VEEVwas $212.49M
- DSGXwas $149.92M
- SPORTRADAR GROUP AGwas $141.58M
- TWLOwas $136.85M
- APPwas $110.11M
- BKNGwas $97.86M
- CBZwas $82.33M
- TOSTwas $81.64M
and 3 more
Other quarters
Source: SEC Form 13F-HR, accession 0001798849-26-000006, filed by Durable Capital Partners LP. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.