# Durable Capital Partners portfolio: Q2 2026 13F holdings

Durable Capital Partners: $10bn in 36 US holdings at Q2 2026, with buys and sells.

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%.

13F for the quarter ending 2026-06-30, filed 2026-08-14 ([filing](https://www.sec.gov/Archives/edgar/data/1798849/000179884926000010/0001798849-26-000010-index.htm)). $10bn in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| RBC Bearings (RBC) | $1.1bn | 10.7% | Trimmed -25% | 12.7% |
| Doordash (DASH) | $767m | 7.5% | Trimmed -2.8% | 6.6% |
| Qnity Electronics (Q) | $744m | 7.2% | Trimmed -10% | 6.0% |
| Ferguson Enterprises (FERG) | $707m | 6.9% | Added +36% | 5.3% |
| MercadoLibre (MELI) | $524m | 5.1% | Trimmed -12% | 6.2% |
| Api Group (APG) | $514m | 5.0% | Trimmed -18% | 6.2% |
| XPO (XPO) | $498m | 4.8% | Trimmed -17% | 5.9% |
| Carvana (CVNA) | $442m | 4.3% | Added +575% | 3.2% |
| Madison Air Solutions (MAIR) | $398m | 3.9% | New | – |
| Twilio (TWLO) | $381m | 3.7% | New | – |
| Affirm Holdings (AFRM) | $361m | 3.5% | Trimmed -22% | 2.7% |
| Fabrinet (FN) | $339m | 3.3% | Added +179% | 1.2% |
| Privia Health Group (PRVA) | $299m | 2.9% | Trimmed -3.7% | 2.6% |
| Ul Solutions (ULS) | $299m | 2.9% | Trimmed -11% | 2.9% |
| CRH Plc (Crh) (CRH) | $285m | 2.8% | Added +80% | 1.6% |
| Shopify (SHOP) | $267m | 2.6% | Added +140% | 1.2% |
| Clean Harbors (CLH) | $267m | 2.6% | Trimmed -15% | 3.1% |
| Rocket Companies (RKT) | $260m | 2.5% | Trimmed -15% | 2.8% |
| Vse (VSEC) | $224m | 2.2% | Trimmed -30% | 2.7% |
| Flowserve (FLS) | $216m | 2.1% | Added +206% | 0.7% |
| Shift4 Payments (FOUR) | $215m | 2.1% | Trimmed -28% | 2.8% |
| Warby Parker (WRBY) | $194m | 1.9% | Unchanged | 1.4% |
| Option Care Health (OPCH) | $129m | 1.3% | Trimmed -31% | 2.5% |
| Medline (MDLN) | $104m | 1.0% | Trimmed -64% | 3.3% |
| Xometry (XMTR) | $98.0m | 0.9% | Added +1732% | 0.0% |
| Wix.com (WIX) | $92.6m | 0.9% | Unchanged | 1.9% |
| Goosehead Insurance (GSHD) | $89.1m | 0.9% | Added +18% | 0.7% |
| Aurora Innovation (AUR) | $74.3m | 0.7% | Added +633% | 0.1% |
| Coupang (CPNG) | $67.4m | 0.7% | Trimmed -70% | 2.5% |
| Andersen Group (ANDG) | $63.0m | 0.6% | Unchanged | 0.5% |
| Applied Industrial Technologies (AIT) | $54.8m | 0.5% | Trimmed -45% | 0.8% |
| Entegris (ENTG) | $52.7m | 0.5% | Trimmed -70% | 1.2% |
| Rollins (ROL) | $48.7m | 0.5% | New | – |
| Agilon Health (AGL) | $47.2m | 0.5% | New | – |
| Bio-Techne (TECH) | $35.5m | 0.3% | Trimmed -89% | 2.4% |
| Acuity (AYI) | $25.9m | 0.3% | Trimmed -81% | 1.0% |
| Ishares Tr (EFA) | – | – | Sold out | 2.6% |
| Clear Secure (YOU) | – | – | Sold out | 1.5% |
| Colliers International Group (CIGI) | – | – | Sold out | 0.9% |
| Roblox (RBLX) | – | – | Sold out | 0.4% |
| ESAB (ESAB) | – | – | Sold out | 0.0% |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/durable-capital-partners). Values traded and returns are estimates. Not investment advice. Built 2026-10-23.