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13F holdings · Q2 2026

Durable Capital Partners

Bethesda, MD · files as Durable Capital Partners LP
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1798849

Durable Capital Partners reported 36 stocks worth $10.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RBC (10.7%), DASH (7.5%) and Q (7.2%). Compared with Q1 2026, the fund opened new positions in MAIR, TWLO and ROL, added to FERG, CVNA and FN, trimmed RBC, DASH and Q and sold out of IWM, YOU and CIGI.

Reported value$10.3B+5.9% vs last quarter
Stocks held364 new · 5 sold out
Top 5 weight37.4%fairly concentrated
Turnover48%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
RBC
RBC Bearings Inc
$1.1B10.7%1.7M−567K (−25%)8 of 8
2
DASH
Doordash Inc
$767M7.5%4.2M−122K (−3%)7 of 8
3
Q
Qnity Electronics Inc
$744M7.2%4.6M−535K (−11%)3 of 8
4
FERG
Ferguson Enterprises Inc
$707M6.9%3M+788K (+36%)5 of 8
5
MELI
Mercadolibre Inc
$524M5.1%309K−42K (−12%)6 of 8
6
APG
Api Group
$514M5.0%12.1M−2.6M (−18%)8 of 8
7
XPO
Xpo Inc
$498M4.8%2.4M−511K (−17%)7 of 8
8
CVNA
Carvana Co
$442M4.3%6.7M+5.7M (+575%)8 of 8
9
MAIR
Madison Air Solutions Coclass A
$398M3.9%10.2MNew position1 of 8
10
TWLO
Twilio Inc
$381M3.7%1.8MNew position2 of 8
🔒 26 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
IWM
Ishares TR
$255M1M
YOU
Clear Secure Inc
$144M3M
CIGI
Colliers Intl Group Inc
$88.6M829K
RBLX
Roblox Corp
$36.6M646K
ESAB
Esab Corporation
$3.3M34K

Reported value

last 8 quarters
$13.7BQ3 '24
$12.3BQ4 '24
$11.2BQ1 '25
$13.2BQ2 '25
$13.5BQ3 '25
$10.6BQ4 '25
$9.7BQ1 '26
$10.3BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Durable Capital Partners 13F FAQ

What does Durable Capital Partners own?

Durable Capital Partners reported 36 stocks worth $10.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RBC (10.7%), DASH (7.5%) and Q (7.2%). The table above lists every position in the filing (the top 10 without an account).

What did Durable Capital Partners buy and sell in Q2 2026?

Compared with Q1 2026: 4 new positions, 9 added to, 20 trimmed and 5 sold out. New positions include MAIR, TWLO and ROL. It sold all of IWM, YOU and CIGI.

When will Durable Capital Partners file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Durable Capital Partners's portfolio worth?

The Q2 2026 filing reports $10.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.