Durable Capital Partners LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| QNITY ELECTRONICS INC(Q) | 0 | 5,088,108 | +5,088,108 | 0 | 587,065,901 | 6.04% | +587,065,901 |
| ISHARES TR | 0 | 1,027,614 | +1,027,614 | 0 | 254,848,272 | 2.62% | +254,848,272 |
| RBC BEARINGS INC(RBC) | 0 | 2,275,636 | +2,275,636 | 0 | 1,235,943,424 | 12.72% | +1,235,943,424 |
| WIX COM LTD | 0 | 2,041,688 | +2,041,688 | 0 | 183,894,838 | 1.89% | +183,894,838 |
| FERGUSON ENTERPRISES INC(FERG) | 0 | 2,191,975 | +2,191,975 | 0 | 511,300,089 | 5.26% | +511,300,089 |
| CRH PLC | 0 | 1,477,777 | +1,477,777 | 0 | 155,343,918 | 1.60% | +155,343,918 |
| ENTEGRIS INC(ENTG) | 0 | 971,701 | +971,701 | 0 | 113,922,225 | 1.17% | +113,922,225 |
| FABRINET(FN) | 0 | 216,472 | +216,472 | 0 | 112,894,477 | 1.16% | +112,894,477 |
| BIO-TECHNE CORP(TECH) | 0 | 4,456,017 | +4,456,017 | 0 | 232,871,448 | 2.40% | +232,871,448 |
| VSE CORP(VSEC) | 0 | 1,404,771 | +1,404,771 | 0 | 259,039,772 | 2.67% | +259,039,772 |
| CLEAN HARBORS INC(CLH) | 0 | 1,050,973 | +1,050,973 | 0 | 301,345,488 | 3.10% | +301,345,488 |
| UL SOLUTIONS INC(ULS) | 0 | 3,291,516 | +3,291,516 | 0 | 282,115,836 | 2.90% | +282,115,836 |
| APPLIED INDL TECHNOLOGIES IN(AIT) | 0 | 296,601 | +296,601 | 0 | 78,694,177 | 0.81% | +78,694,177 |
| FLOWSERVE CORP(FLS) | 0 | 951,798 | +951,798 | 0 | 69,966,671 | 0.72% | +69,966,671 |
| XPO INC(XPO) | 0 | 2,935,934 | +2,935,934 | 0 | 571,185,960 | 5.88% | +571,185,960 |
| MEDLINE INC(MDLN) | 0 | 7,265,853 | +7,265,853 | 0 | 323,330,459 | 3.33% | +323,330,459 |
| API GROUP CORP(APG) | 0 | 14,775,236 | +14,775,236 | 0 | 598,692,563 | 6.16% | +598,692,563 |
| CLEAR SECURE INC(YOU) | 0 | 2,971,595 | +2,971,595 | 0 | 143,854,914 | 1.48% | +143,854,914 |
| AURORA INNOVATION INC | 0 | 1,486,036 | +1,486,036 | 0 | 6,122,468 | 0.06% | +6,122,468 |
| ESAB CORPORATION(ESAB) | 0 | 34,315 | +34,315 | 0 | 3,316,888 | 0.03% | +3,316,888 |
| XOMETRY INC(XMTR) | 0 | 55,405 | +55,405 | 0 | 2,262,740 | 0.02% | +2,262,740 |
| ANDERSEN GROUP INC | 0 | 1,670,485 | +1,670,485 | 0 | 45,437,192 | 0.47% | +45,437,192 |
| MERCADOLIBRE INC(MELI) | 0 | 350,845 | +350,845 | 0 | 606,618,022 | 6.24% | +606,618,022 |
| AFFIRM HLDGS INC(AFRM) | 0 | 5,649,434 | +5,649,434 | 0 | 258,857,066 | 2.66% | +258,857,066 |
| DUOLINGO INC(DUOL) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| WARBY PARKER INC(WRBY) | 0 | 6,396,513 | +6,396,513 | 0 | 134,774,529 | 1.39% | +134,774,529 |
| AURORA INNOVATION INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| PRIVIA HEALTH GROUP INC(PRVA) | 0 | 12,087,843 | +12,087,843 | 0 | 248,646,931 | 2.56% | +248,646,931 |
| OPTION CARE HEALTH INC(OPCH) | 0 | 8,991,254 | +8,991,254 | 0 | 242,044,558 | 2.49% | +242,044,558 |
| GOOSEHEAD INS INC(GSHD) | 0 | 1,562,969 | +1,562,969 | 0 | 66,676,258 | 0.69% | +66,676,258 |
| ROBLOX CORP(RBLX) | 0 | 646,429 | +646,429 | 0 | 36,562,024 | 0.38% | +36,562,024 |
| ROCKET COS INC(RKT) | 0 | 19,305,725 | +19,305,725 | 0 | 275,106,581 | 2.83% | +275,106,581 |
| FIGMA INC(FIG) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| FIRSTSERVICE CORP NEW | 0 | 0 | 0 | 0 | 0 | — | 0 |
| CARVANA CO(CVNA) | 0 | 995,741 | +995,741 | 0 | 313,041,056 | 3.22% | +313,041,056 |
| TOAST INC(TOST) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| CBIZ INC(CBZ) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BOOKING HOLDINGS INC(BKNG) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| APPLOVIN CORP(APP) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| TWILIO INC(TWLO) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SPORTRADAR GROUP AG(SRAD) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SHIFT4 PMTS INC(FOUR) | 0 | 6,165,793 | +6,165,793 | 0 | 269,630,128 | 2.78% | +269,630,128 |
| DESCARTES SYS GROUP INC(DSGX) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| DOORDASH INC(DASH) | 0 | 4,276,006 | +4,276,006 | 0 | 642,042,301 | 6.61% | +642,042,301 |
| ACUITY INC(AYI) | 0 | 355,729 | +355,729 | 0 | 99,682,380 | 1.03% | +99,682,380 |
| VEEVA SYS INC(VEEV) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SHOPIFY INC(SHOP) | 0 | 971,814 | +971,814 | 0 | 115,276,577 | 1.19% | +115,276,577 |
| COUPANG INC(CPNG) | 0 | 12,866,806 | +12,866,806 | 0 | 242,925,297 | 2.50% | +242,925,297 |
| COLLIERS INTL GROUP INC(CIGI) | 0 | 828,839 | +828,839 | 0 | 88,594,601 | 0.91% | +88,594,601 |