Hedge fund
Durable Capital Partners
Holdings as of Q1 2026
Quarter
Q1-2026
Market value
$9.7B
Positions
37
Concentration
Balanced
Top holding
13%RBC
Top 5
38%of book
Top 10
59%of book
Top 5
6 – 10
Tail
Top 5
6 – 10
Tail
| Holding | Weightshares held per quarter · hover for change | Q/Q change | Value | |
|---|---|---|---|---|
| 1 | RBC BEARINGSRBC | 12.72% | ↘Reduced 2.95% | 2.3M shares · $543.12 $1.2B |
| 2 | DOORDASHDASH | 6.61% | ↗Added 19.48% | 4.3M shares · $150.15 $642.0M |
| 3 | MERCADOLIBREMELI | 6.24% | ↗Added 13.94% | 350.8K shares · $1729.02 $606.6M |
| 4 | API CORPAPG | 6.16% | ↘Reduced 1.61% | 14.8M shares · $40.52 $598.7M |
| 5 | Qnity ElectronicsQ | 6.04% | ↗Added 81.66% | 5.1M shares · $115.38 $587.1M |
| 6 | XPOXPO | 5.88% | ↘Reduced 25.66% | 2.9M shares · $194.55 $571.2M |
| 7 | FERGUSON ENTERPRISESFERG | 5.26% | ↗Added 40.39% | 2.2M shares · $233.26 $511.3M |
| 8 | MEDLINEMDLN | 3.33% | ↗Added 5.30% | 7.3M shares · $44.50 $323.3M |
| 9 | CARVANACVNA | 3.22% | ↗Added 7.64% | 995.7K shares · $314.38 $313.0M |
| 10 | CLEAN HARBORSCLH | 3.10% | ↗Added 25.90% | 1.1M shares · $286.73 $301.3M |
| 11 | UL SOLUTIONSULS | 2.90% | ↗Added 28.40% | 3.3M shares · $85.71 $282.1M |
| 12 | ROCKET COSRKT | 2.83% | ↗Added 10.51% | 19.3M shares · $14.25 $275.1M |
| 13 | SHIFT4 PMTSFOUR | 2.78% | ↘Reduced 6.68% | 6.2M shares · $43.73 $269.6M |
| 14 | VSE CORPVSEC | 2.67% | ↗Added 59.77% | 1.4M shares · $184.40 $259.0M |
| 15 | AFFIRM HLDGSAFRM | 2.66% | ↗Added 2.31% | 5.6M shares · $45.82 $258.9M |
| 16 | ISHARES TRIWM | 2.62% | ↗Added 961.85% | 1.0M shares · $248.00 $254.8M |
| 17 | PRIVIA HEALTHPRVA | 2.56% | 12.1M shares · $20.57 $248.6M | |
| 18 | COUPANGCPNG | 2.50% | ↘Reduced 47.38% | 12.9M shares · $18.88 $242.9M |
| 19 | OPTION CARE HEALTHOPCH | 2.49% | 9.0M shares · $26.92 $242.0M | |
| 20 | BIO-TECHNE CORPTECH | 2.40% | ↗Added 113.32% | 4.5M shares · $52.26 $232.9M |
| 21 | WIX COMWIX | 1.89% | ↘Reduced 1.07% | 2.0M shares · $90.07 $183.9M |
| 22 | CRHCRH | 1.60% | ↗Buy | 1.5M shares · $105.12 $155.3M |
| 23 | CLEAR SECUREYOU | 1.48% | ↘Reduced 14.15% | 3.0M shares · $48.41 $143.9M |
| 24 | WARBY PARKERWRBY | 1.39% | ↘Reduced 12.50% | 6.4M shares · $21.07 $134.8M |
| 25 | SHOPIFYSHOP | 1.19% | ↘Reduced 52.44% | 971.8K shares · $118.62 $115.3M |
| 26 | ENTEGRISENTG | 1.17% | ↘Reduced 74.19% | 971.7K shares · $117.24 $113.9M |
| 27 | FABRINETFN | 1.16% | ↗Buy | 216.5K shares · $521.52 $112.9M |
| 28 | ACUITY BRANDSAYI | 1.03% | ↘Reduced 56.37% | 355.7K shares · $280.22 $99.7M |
| 29 | COLLIERS INTLCIGI | 0.91% | ↘Reduced 75.40% | 828.8K shares · $106.89 $88.6M |
| 30 | APPLIED INDL TECHNOLOGIES INAIT | 0.81% | ↗Buy | 296.6K shares · $265.32 $78.7M |
| 31 | FLOWSERVE CORPFLS | 0.72% | ↗Buy | 951.8K shares · $73.51 $70.0M |
| 32 | GOOSEHEAD INSGSHD | 0.69% | 1.6M shares · $42.66 $66.7M | |
| 33 | ANDERSENANDG | 0.47% | 1.7M shares · $27.20 $45.4M | |
| 34 | ROBLOX CORPRBLX | 0.38% | ↘Reduced 44.40% | 646.4K shares · $56.56 $36.6M |
| 35 | AURORA INNOVATIONAUR | 0.06% | ↘Reduced 78.05% | 1.5M shares · $4.12 $6.1M |
| 36 | ESAB CorpESAB | 0.03% | ↘Reduced 98.24% | 34.3K shares · $96.66 $3.3M |
| 37 | XOMETRYXMTR | 0.02% | ↘Reduced 91.72% | 55.4K shares · $40.84 $2.3M |
| 37 positions | 100.00% | $9.7B |