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Durable Capital Partners In Q2 2026, Durable Capital Partners held 36 US-listed stocks worth $10bn. Its biggest move was buying Madison Air Solutions (now 3.9% of the portfolio), followed by buying Twilio (now 3.7% of the portfolio). It started 4 new positions and sold out of 5. Its largest holding is RBC Bearings at 11%.
Source: SEC Form 13F for Q2 2026, filed 14 Aug 2026. How we use them
Latest 13F
Q2 2026
Filed 14 Aug 2026
US holdings
$10bn
36 companies
See holdings
Q3 2026 13F due
24 days
Expected Mon 16 Nov
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Holdings What changed Over time Look-through 5% stakes Sectors Value over time
Bought since its last 13F ▲ $11.8m Goosehead Insurance GSHD 226,333 shares at about $52.21, 27 Jul 2026 to 22 Sep 2026, in 6 trades From Durable Capital Partners’s Form 4 filings as an owner of more than 10% of these companies, reported within two business days of trading.
What changed in Q2 2026 Against Q1 2026, by number of shares and adjusted for splits. Up to five of each, largest first; the full list is below.
US holdings from the 13F Q2 2026, filed 14 Aug 2026 (filing ): 4 new, 9 added to, 20 trimmed, 5 sold out. Select a row to see it over time. How this works Changes compare share counts with Q1 2026, adjusted for stock splits. Share classes of the same company are combined. Values are at quarter-end prices.
13F holdings with change from the previous quarter Company Value Shares Portfolio Change Q1 2026 RBC Bearings RBC $1.1bn 1,708,921 10.7%$1.1bn ▼ Trimmed -25%12.7% Doordash DASH $767m 4,154,183 7.5%$767m ▼ Trimmed -2.8%6.6% Qnity Electronics Q $744m 4,553,414 7.2%$744m ▼ Trimmed -10%6.0% Ferguson Enterprises FERG $707m 2,979,735 6.9%$707m ▲ Added +36%5.3% MercadoLibre MELI $524m 308,663 5.1%$524m ▼ Trimmed -12%6.2% Api Group APG $514m 12,131,313 5.0%$514m ▼ Trimmed -18%6.2% XPO XPO $498m 2,424,919 4.8%$498m ▼ Trimmed -17%5.9% Carvana CVNA $442m 6,720,882 4.3%$442m ▲ Added +575%3.2% Madison Air Solutions MAIR $398m 10,196,486 3.9%$398m ▲ New– Twilio TWLO $381m 1,846,153 3.7%$381m ▲ New– Affirm Holdings AFRM $361m 4,425,406 3.5%$361m ▼ Trimmed -22%2.7% Fabrinet FN $339m 603,340 3.3%$339m ▲ Added +179%1.2% Privia Health Group PRVA $299m 11,635,948 2.9%$299m ▼ Trimmed -3.7%2.6% Ul Solutions ULS $299m 2,937,488 2.9%$299m ▼ Trimmed -11%2.9% CRH Plc (Crh) CRH $285m 2,665,296 2.8%$285m ▲ Added +80%1.6% Shopify SHOP $267m 2,335,694 2.6%$267m ▲ Added +140%1.2% Clean Harbors CLH $267m 892,405 2.6%$267m ▼ Trimmed -15%3.1% Rocket Companies RKT $260m 16,488,238 2.5%$260m ▼ Trimmed -15%2.8% Vse VSEC $224m 980,310 2.2%$224m ▼ Trimmed -30%2.7% Flowserve FLS $216m 2,911,004 2.1%$216m ▲ Added +206%0.7% Shift4 Payments FOUR $215m 4,423,633 2.1%$215m ▼ Trimmed -28%2.8% Warby Parker WRBY $194m 6,396,513 1.9%$194m 1.4% Option Care Health OPCH $129m 6,163,722 1.3%$129m ▼ Trimmed -31%2.5% Medline MDLN $104m 2,627,321 1.0%$104m ▼ Trimmed -64%3.3% Xometry XMTR $98.0m 1,014,976 0.9%$98.0m ▲ Added +1732%0.0% Wix.com WIX $92.6m 2,041,688 0.9%$92.6m 1.9% Goosehead Insurance GSHD $89.1m 1,837,151 0.9%$89.1m ▲ Added +18%0.7% Aurora Innovation AUR $74.3m 10,889,415 0.7%$74.3m ▲ Added +633%0.1% Coupang CPNG $67.4m 3,881,925 0.7%$67.4m ▼ Trimmed -70%2.5% Andersen Group ANDG $63.0m 1,670,485 0.6%$63.0m 0.5% Applied Industrial Technologies AIT $54.8m 162,070 0.5%$54.8m ▼ Trimmed -45%0.8% Entegris ENTG $52.7m 293,139 0.5%$52.7m ▼ Trimmed -70%1.2% Rollins ROL $48.7m 1,165,673 0.5%$48.7m ▲ New– Agilon Health AGL $47.2m 440,642 0.5%$47.2m ▲ New– Bio-Techne TECH $35.5m 501,963 0.3%$35.5m ▼ Trimmed -89%2.4% Acuity AYI $25.9m 68,646 0.3%$25.9m ▼ Trimmed -81%1.0% Ishares Tr EFA – – – ▼ Sold out2.6% Clear Secure YOU – – – ▼ Sold out1.5% Colliers International Group CIGI – – – ▼ Sold out0.9% Roblox RBLX – – – ▼ Sold out0.4% ESAB ESAB – – – ▼ Sold out0.0%
Show all 41 Download the Q2 2026 holdings: CSV · JSON · Markdown
How the portfolio has changed Each bar is one 13F. Select a bar or press play to see that quarter’s 12 largest positions. How this works Bars are split by share of the US portfolio: the six biggest holdings over the period in colour, everything else in grey. The last eight quarters are shown in full, earlier years at year end.
2019 · Spdr S&P 500 Etf Trust: 77.8% 2019 · Everything else: 22.2% 2020 · Intuit: 4.0% 2020 · Doordash: 3.8% 2020 · Firstservice: 3.7% 2020 · Everything else: 88.5% 2021 · Intuit: 6.6% 2021 · Firstservice: 4.8% 2021 · Everything else: 88.6% 2022 · RBC Bearings: 4.0% 2022 · Intuit: 7.1% 2022 · Firstservice: 5.1% 2022 · Everything else: 83.8% 2023 · RBC Bearings: 5.6% 2023 · Intuit: 7.1% 2023 · Firstservice: 3.6% 2023 · Everything else: 83.7% Q3 ’24 · RBC Bearings: 5.7% Q3 ’24 · Intuit: 6.4% Q3 ’24 · Coupang: 4.5% Q3 ’24 · Firstservice: 4.5% Q3 ’24 · Everything else: 78.9% Q4 ’24 · RBC Bearings: 6.4% Q4 ’24 · Intuit: 4.3% Q4 ’24 · Coupang: 5.1% Q4 ’24 · Firstservice: 3.8% Q4 ’24 · Everything else: 80.3% Q1 ’25 · RBC Bearings: 7.6% Q1 ’25 · Intuit: 3.8% Q1 ’25 · Coupang: 4.5% Q1 ’25 · Firstservice: 3.2% Q1 ’25 · Everything else: 80.9% Q2 ’25 · RBC Bearings: 7.3% Q2 ’25 · Intuit: 4.7% Q2 ’25 · Coupang: 5.6% Q2 ’25 · Everything else: 82.4% Q3 ’25 · RBC Bearings: 7.3% Q3 ’25 · Coupang: 5.9% Q3 ’25 · Doordash: 3.4% Q3 ’25 · Everything else: 83.4% Q4 ’25 · RBC Bearings: 9.9% Q4 ’25 · Coupang: 5.5% Q4 ’25 · Doordash: 7.7% Q4 ’25 · Everything else: 76.9% Q1 ’26 · RBC Bearings: 12.7% Q1 ’26 · Doordash: 6.6% Q1 ’26 · Everything else: 80.7% Q2 ’26 · RBC Bearings: 10.7% Q2 ’26 · Doordash: 7.5% Q2 ’26 · Everything else: 81.8% 2019
2021
2023
Q4 ’24
Q2 ’25
Q4 ’25
Q2 ’26
2019: Spdr S&P 500 Etf Trust 77.8%, RBC Bearings 0.0%, Intuit 0.0%, Coupang 0.0%, Doordash 0.0%, Firstservice 0.0%; 2020: Spdr S&P 500 Etf Trust 0.0%, RBC Bearings 0.0%, Intuit 4.0%, Coupang 0.0%, Doordash 3.8%, Firstservice 3.7%; 2021: Spdr S&P 500 Etf Trust 0.0%, RBC Bearings 0.0%, Intuit 6.6%, Coupang 0.0%, Doordash 0.0%, Firstservice 4.8%; 2022: Spdr S&P 500 Etf Trust 0.0%, RBC Bearings 4.0%, Intuit 7.1%, Coupang 0.0%, Doordash 0.0%, Firstservice 5.1%; 2023: Spdr S&P 500 Etf Trust 0.0%, RBC Bearings 5.6%, Intuit 7.1%, Coupang 0.0%, Doordash 0.0%, Firstservice 3.6%; Q3 ’24: Spdr S&P 500 Etf Trust 0.0%, RBC Bearings 5.7%, Intuit 6.4%, Coupang 4.5%, Doordash 0.0%, Firstservice 4.5%; Q4 ’24: Spdr S&P 500 Etf Trust 0.0%, RBC Bearings 6.4%, Intuit 4.3%, Coupang 5.1%, Doordash 0.0%, Firstservice 3.8%; Q1 ’25: Spdr S&P 500 Etf Trust 0.0%, RBC Bearings 7.6%, Intuit 3.8%, Coupang 4.5%, Doordash 0.0%, Firstservice 3.2%; Q2 ’25: Spdr S&P 500 Etf Trust 0.0%, RBC Bearings 7.3%, Intuit 4.7%, Coupang 5.6%, Doordash 0.0%, Firstservice 0.0%; Q3 ’25: Spdr S&P 500 Etf Trust 0.0%, RBC Bearings 7.3%, Intuit 0.0%, Coupang 5.9%, Doordash 3.4%, Firstservice 0.0%; Q4 ’25: Spdr S&P 500 Etf Trust 0.0%, RBC Bearings 9.9%, Intuit 0.0%, Coupang 5.5%, Doordash 7.7%, Firstservice 0.0%; Q1 ’26: Spdr S&P 500 Etf Trust 0.0%, RBC Bearings 12.7%, Intuit 0.0%, Coupang 0.0%, Doordash 6.6%, Firstservice 0.0%; Q2 ’26: Spdr S&P 500 Etf Trust 0.0%, RBC Bearings 10.7%, Intuit 0.0%, Coupang 0.0%, Doordash 7.5%, Firstservice 0.0% ▶ Play Q2 2026
RBC Bearings 10.7% Doordash 7.5% Qnity Electronics 7.2% Ferguson Enterprises 6.9% MercadoLibre 5.1% Api Group 5.0% XPO 4.8% Carvana 4.3% Madison Air Solutions 3.9% Twilio 3.7% Affirm Holdings 3.5% Fabrinet 3.3% Q4 2019 Q2 2026
Look-through earnings Durable Capital Partners’s share of the profits of the US companies it holds. How this works Look-through earnings, Q2 2026
$179m
Last 12 months, holdings with SEC financials
Price paid for those earnings
48.1×
Value of those holdings ÷ their earnings
Earnings per share growth
+68.1%
Same holdings, against a year earlier
Portfolio covered
84%
Of the 13F value
By year Rolling 12 months
Q1 2020: $5.0m Q2 2020: $12.5m Q3 2020: $22.0m Q1 2021: $26.1m Q2 2021: $30.3m Q3 2021: $3.3m Q1 2022: $58.8m Q2 2022: $15.1m Q3 2022: $21.6m Q4 2022: $39.8m Q1 2023: $46.8m Q2 2023: $36.0m Q3 2023: $38.2m Q4 2023: $36.7m Q1 2024: $42.7m Q2 2024: $35.5m Q3 2024: $43.6m Q4 2024: $27.2m Q1 2025: $24.2m Q2 2025: $27.5m Q3 2025: $29.7m Q4 2025: $32.3m Q1 2026: $38.4m Q2 2026: $77.7m $37.4m 2020
$59.6m 2021
$135m 2022
$158m 2023
$149m 2024
$114m 2025
$116m 2026*
2020: $37.4m; 2021: $59.6m; 2022: $135m; 2023: $158m; 2024: $149m; 2025: $114m; 2026 (2 quarters): $116m
Holdings behind Q2 2026 (latest) Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023 Q4 2022 Q3 2022 Q2 2022 Q1 2022 Q4 2021 Q3 2021
Show all 29 Net income is as reported (GAAP), so it includes one-off items and, for some companies, gains or losses on investments they hold. Companies that report under IFRS (most non-US companies) or whose shares we can’t match reliably are left out; “portfolio covered” shows how much is included. Look-through earnings explained . Growth compares earnings per share over the last 12 months with the 12 months a year earlier, for holdings profitable in both.
5% stake filings Holdings of 5% or more of a company (13D and 13G), usually reported well before the next 13F. How this works Durable Capital Partners’s filings since December 2024, newest first. An amendment showing less than 5% means the holding fell below the threshold. A 13D means the holder may seek to influence the company.
How to read a 13D .
Show all 20 US holdings by sector Industrials 43.4% Technology 18.4% Consumer discretionary 17.5% Health care 7.9% Financials 6.0% Other 3.3% Utilities 2.6% Insurance 0.9% Sectors are grouped from each company’s SEC industry code, as a share of the Q2 2026 13F.
US portfolio value by quarter $11bn Q3 ’23
$13bn Q4 ’23
$13bn Q1 ’24
$12bn Q2 ’24
$14bn Q3 ’24
$12bn Q4 ’24
$11bn Q1 ’25
$13bn Q2 ’25
$13bn Q3 ’25
$11bn Q4 ’25
$9.7bn Q1 ’26
$10bn Q2 ’26
Q3 ’23: $11bn; Q4 ’23: $13bn; Q1 ’24: $13bn; Q2 ’24: $12bn; Q3 ’24: $14bn; Q4 ’24: $12bn; Q1 ’25: $11bn; Q2 ’25: $13bn; Q3 ’25: $13bn; Q4 ’25: $11bn; Q1 ’26: $9.7bn; Q2 ’26: $10bn From each quarter’s 13F. Changes reflect both trading and share-price moves.