Durable Capital Partners 13F, Q2 2026
Henry Ellenbogen · quarter ending 30 June 2026 · filed 14 August 2026 · SEC CIK 1798849
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
The 25 largest of 36 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| RBC BEARINGS INC | RBC | $1.10B | 10.7% | -25% shares |
| DOORDASH INC | DASH | $766.57M | 7.5% | -3% shares |
| QNITY ELECTRONICS INC | Q | $743.62M | 7.2% | -11% shares |
| FERGUSON ENTERPRISES INC | FERG | $707.18M | 6.9% | +36% shares |
| MERCADOLIBRE INC | MELI | $523.92M | 5.1% | -12% shares |
| API GROUP CORP | APG | $513.76M | 5.0% | -18% shares |
| XPO INC | XPO | $497.81M | 4.8% | -17% shares |
| CARVANA CO | CVNA | $442.37M | 4.3% | +575% shares |
| MADISON AIR SOLUTIONS CORP | $397.66M | 3.9% | new | |
| TWILIO INC | TWLO | $380.92M | 3.7% | new |
| AFFIRM HLDGS INC | AFRM | $360.89M | 3.5% | -22% shares |
| FABRINET | $339.13M | 3.3% | +179% shares | |
| PRIVIA HEALTH GROUP INC | PRVA | $299.39M | 2.9% | -4% shares |
| UL SOLUTIONS INC | ULS | $299.21M | 2.9% | -11% shares |
| CRH PLC | $285.19M | 2.8% | +80% shares | |
| SHOPIFY INC | SHOP | $266.69M | 2.6% | +140% shares |
| CLEAN HARBORS INC | CLH | $266.61M | 2.6% | -15% shares |
| ROCKET COS INC | RKT | $259.69M | 2.5% | -15% shares |
| VSE CORP | VSEC | $224.00M | 2.2% | -30% shares |
| FLOWSERVE CORP | FLS | $215.88M | 2.1% | +206% shares |
| SHIFT4 PMTS INC | FOUR | $215.17M | 2.1% | -28% shares |
| WARBY PARKER INC | WRBY | $194.07M | 1.9% | unchanged |
| OPTION CARE HEALTH INC | OPCH | $129.25M | 1.3% | -31% shares |
| MEDLINE INC | MDLN | $103.62M | 1.0% | -64% shares |
| XOMETRY INC | XMTR | $97.97M | 0.9% | +1732% shares |
What changed since Q1 2026
Against the Q1 2026 filing, Durable Capital Partners opened 4 new positions, added to 9, trimmed 20, left 3 unchanged and exited 5. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001798849-26-000010, 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.