1y return−3.1%S&P 500 +20.9%
3y return+34.3%S&P 500 +68.5%
5y return−13.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $124 against $232 in the S&P 500.2
Durable Capital Partners LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RBCRbc Bearings Inc | $1.1B | 10.7% | −24.9% |
| DASHDoordash Inc | $766.6M | 7.5% | −2.8% |
| QQnity Electronics Inc | $743.6M | 7.2% | −10.5% |
| FERGFerguson Enterprises Inc | $707.2M | 6.9% | +35.9% |
| MELIMercadolibre Inc | $523.9M | 5.1% | −12.0% |
| APGApi Group Corp | $513.8M | 5.0% | −17.9% |
| XPOXpo Inc | $497.8M | 4.8% | −17.4% |
| CVNACarvana Co | $442.4M | 4.3% | +35.0% |
| MAIRMadison Air Solutions Corp | $397.7M | 3.9% | New |
| TWLOTwilio Inc | $380.9M | 3.7% | New |
| AFRMAffirm Hldgs Inc | $360.9M | 3.5% | −21.7% |
| FabrinetCUSIP G3323L100 | $339.1M | 3.3% | +178.7% |
| PRVAPrivia Health Group Inc | $299.4M | 2.9% | −3.7% |
| ULSUl Solutions Inc | $299.2M | 2.9% | −10.8% |
| Crh PLCCUSIP G25508105 | $285.2M | 2.8% | +80.4% |
| SHOPShopify Inc | $266.7M | 2.6% | +140.3% |
| CLHClean Harbors Inc | $266.6M | 2.6% | −15.1% |
| RKTRocket Cos Inc | $259.7M | 2.5% | −14.6% |
| VSECVse Corp | $224.0M | 2.2% | −30.2% |
| FLSFlowserve Corp | $215.9M | 2.1% | +205.8% |
| FOURShift4 Pmts Inc | $215.2M | 2.1% | −28.3% |
| WRBYWarby Parker Inc | $194.1M | 1.9% | |
| OPCHOption Care Health Inc | $129.3M | 1.3% | −31.4% |
| MDLNMedline Inc | $103.6M | 1.0% | −63.8% |
| XMTRXometry Inc | $98.0M | 1.0% | +1731.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| RBCRbc Bearings Inc | June 30, 2020 | +380.5% | $1.1B |
| AURAurora Innovation Inc | September 30, 2023 | +190.2% | $74.3M |
| VSECVse Corp | June 30, 2024 | +158.8% | $224.0M |
| CVNACarvana Co | June 30, 2024 | +155.7% | $442.4M |
| XMTRXometry Inc | March 31, 2026 | +136.3% | $98.0M |
| QQnity Electronics Inc | December 31, 2025 | +100.0% | $743.6M |
| AFRMAffirm Hldgs Inc | September 30, 2024 | +99.8% | $360.9M |
| XPOXpo Inc | December 31, 2024 | +56.5% | $497.8M |
| ENTGEntegris Inc | March 31, 2026 | +53.4% | $52.7M |
| SHOPShopify Inc | December 31, 2023 | +46.6% | $266.7M |
Sold off last quarter
- IWMIshares Tr was $254.8M
- YOUClear Secure Inc was $143.9M
- CIGIColliers Intl Group Inc was $88.6M
- RBLXRoblox Corp was $36.6M
- ESABEsab Corporation was $3.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.4% | +14.8% |
| March 31, 2026 | −8.8% | −4.6% |
| December 31, 2025 | −7.1% | +2.4% |
| September 30, 2025 | +0.7% | +7.8% |
| June 30, 2025 | +18.7% | +10.5% |
| March 31, 2025 | −7.3% | −4.6% |
| December 31, 2024 | +4.3% | +2.1% |
| September 30, 2024 | +10.9% | +5.4% |
| June 30, 2024 | −5.9% | +4.0% |
| March 31, 2024 | +3.4% | +10.0% |
| December 31, 2023 | +13.8% | +11.2% |
| September 30, 2023 | −1.7% | −3.6% |
| June 30, 2023 | +5.4% | +8.3% |
| March 31, 2023 | +13.3% | +7.0% |
| December 31, 2022 | −0.7% | +7.1% |
| September 30, 2022 | +2.2% | −5.3% |
| June 30, 2022 | −24.3% | −16.5% |
| March 31, 2022 | −24.1% | −4.9% |
| December 31, 2021 | −3.5% | +10.7% |
| September 30, 2021 | −4.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Durable Capital Partners LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1798849&type=13F-HR&dateb=&owner=include&count=40CIK 1798849
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1798849/000179884926000010/Filed August 14, 2026 · accession 0001798849-26-000010