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Durable Capital Partners 13F Holdings and Portfolio Changes
Durable Capital Partners reported $10.28B in 13F securities for Q2 2026, with 36 positions. Values are as of the report date; option positions, when present, use underlying-security values. This is not complete fund assets or investment performance.
Open interactive portfolioLatest 13F portfolio changes
New or increased positions include FERGUSON ENTERPRISES (FERG), CARVANA (CVNA), MADISON AIR SOLUTIONS (MAIR), and TWILIO (TWLO). Reduced or exited positions include RBC BEARINGS (RBC), DOORDASH (DASH), QNITY ELECTRONICS (Q), and MERCADOLIBRE (MELI). These are comparisons between reported positions, not a record of execution dates, prices or cash traded.
Latest filing metadata: quarter Q2 2026; report date 2026-06-30; filing date 2026-08-14; disclosure source SEC 13F.
Reported holdings and concentration
Durable Capital Partners's Q2 2026 13F report contains 36 positions valued at $10.28B. The largest reported holdings include RBC BEARINGS, DOORDASH, QNITY ELECTRONICS, FERGUSON ENTERPRISES, and MERCADOLIBRE.
The three largest positions in the holdings table account for approximately 25.4% of reported 13F value. The largest reported sector exposure is Other at 45.0% of the disclosed portfolio.
The filing metadata lists report date 2026-06-30, filing date 2026-08-14, SEC accession 0001798849-26-000010. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.
Durable Capital Partners portfolio analytics
the top five positions account for 37.4% of disclosed value; the largest sector exposure is Consumer Discretionary at 17.5%.
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| RBC whale holders RBC BEARINGS INC | $1.10B | 10.7% | Reduced |
| DASH whale holders DOORDASH INC | $766.6M | 7.5% | Reduced |
| Q whale holders QNITY ELECTRONICS INC | $743.6M | 7.2% | Reduced |
| FERG whale holders FERGUSON ENTERPRISES INC | $707.2M | 6.9% | Increased |
| MELI whale holders MERCADOLIBRE INC | $523.9M | 5.1% | Reduced |
| APG whale holders API GROUP CORP | $513.8M | 5.0% | Reduced |
| XPO whale holders XPO INC | $497.8M | 4.8% | Reduced |
| CVNA whale holders CARVANA CO | $442.4M | 4.3% | Increased |
| MAIR whale holders MADISON AIR SOLUTIONS CORP | $397.7M | 3.9% | New |
| TWLO whale holders TWILIO INC | $380.9M | 3.7% | New |
New and increased positions
Largest reported position values among additions; not amounts spent buying.
- FERG whale holders — FERGUSON ENTERPRISES INC ($707.2M)
- CVNA whale holders — CARVANA CO ($442.4M)
- MAIR whale holders — MADISON AIR SOLUTIONS CORP ($397.7M)
- TWLO whale holders — TWILIO INC ($380.9M)
- FN whale holders — FABRINET ($339.1M)
- CRH whale holders — CRH PLC ($285.2M)
Reduced and exited positions
Sorted by reported position value; exits use the prior report. These are not sale proceeds.
- RBC whale holders — RBC BEARINGS INC ($1.10B)
- DASH whale holders — DOORDASH INC ($766.6M)
- Q whale holders — QNITY ELECTRONICS INC ($743.6M)
- MELI whale holders — MERCADOLIBRE INC ($523.9M)
- APG whale holders — API GROUP CORP ($513.8M)
- XPO whale holders — XPO INC ($497.8M)
Allocation
- Other: 45.0%
- Consumer Discretionary: 17.5%
- Industrials: 16.4%
- Information Technology: 10.1%
- Health Care: 5.6%
- Materials: 2.8%
- Financials: 2.5%
Data notes
Report date: 2026-06-30
Disclosure source: SEC 13F
Read the original SEC filing (0001798849-26-000010)
SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
Related investor portfolios
Profiles with the same disclosure type, ordered by overlap among their top 20 reported holdings.
- Foxhaven Asset Management 13F holdings and portfolio changes — Foxhaven Asset Management
- D1 Capital Partners 13F holdings and portfolio changes — D1 Capital Partners
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- Atreides Management 13F holdings and portfolio changes — Atreides Management
- Egerton Capital 13F holdings and portfolio changes — Egerton Capital
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Questions about this 13F filing
What does Durable Capital Partners report for Q2 2026?
The filing reports 36 positions and $10.28B in 13F securities. The holdings table shows reported values and weights; option values follow the filing's reporting conventions.
What changed between filings?
New or increased positions include FERGUSON ENTERPRISES (FERG), CARVANA (CVNA), MADISON AIR SOLUTIONS (MAIR), and TWILIO (TWLO). Reduced or exited positions include RBC BEARINGS (RBC), DOORDASH (DASH), QNITY ELECTRONICS (Q), and MERCADOLIBRE (MELI).
Do these amounts show how much was bought or sold?
No. The change lists are ranked by reported position value. Exited positions use their value in the prior report. These amounts are not execution prices, cash invested or sale proceeds.
Is this the current portfolio?
No. Form 13F is a quarter-end snapshot, generally filed within 45 days of quarter end. It excludes short positions and does not cover every asset. Compare the report date and filing date before using the data.