Durable Capital Partners portfolio — 13F holdings Q2 2026
Durable Capital Partners (Henry Ellenbogen) reported 36 long positions worth $10.3 billion as of 2026-06-30. Top holdings: RBC Bearings INC, DoorDash, Inc., Qnity Electronics, Inc., Ferguson Enterprises Inc. /DE/, MERCADOLIBRE INC. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| RBC Bearings INC | 2026-06-30 | 1100647659.00 USD | 10.70% | reduce | Original filing |
| DoorDash, Inc. | 2026-06-30 | 766571389.00 USD | 7.46% | reduce | Original filing |
| Qnity Electronics, Inc. | 2026-06-30 | 743618040.00 USD | 7.23% | reduce | Original filing |
| Ferguson Enterprises Inc. /DE/ | 2026-06-30 | 707180508.00 USD | 6.88% | add | Original filing |
| MERCADOLIBRE INC | 2026-06-30 | 523921490.00 USD | 5.10% | reduce | Original filing |
| APi Group Corp | 2026-06-30 | 513761106.00 USD | 5.00% | reduce | Original filing |
| XPO, Inc. | 2026-06-30 | 497811622.00 USD | 4.84% | reduce | Original filing |
| CARVANA CO. | 2026-06-30 | 442368453.00 USD | 4.30% | add | Original filing |
| Madison Air Solutions Corp | 2026-06-30 | 397662954.00 USD | 3.87% | buy | Original filing |
| TWILIO INC | 2026-06-30 | 380916748.00 USD | 3.70% | buy | Original filing |
| Affirm Holdings, Inc. | 2026-06-30 | 360891859.00 USD | 3.51% | reduce | Original filing |
| Fabrinet | 2026-06-30 | 339125347.00 USD | 3.30% | add | Original filing |
| Privia Health Group, Inc. | 2026-06-30 | 299392942.00 USD | 2.91% | reduce | Original filing |
| UL Solutions Inc. | 2026-06-30 | 299212528.00 USD | 2.91% | reduce | Original filing |
| CRH PUBLIC LTD CO | 2026-06-30 | 285186672.00 USD | 2.77% | add | Original filing |
| SHOPIFY INC. | 2026-06-30 | 266689541.00 USD | 2.59% | add | Original filing |
| CLEAN HARBORS INC | 2026-06-30 | 266605994.00 USD | 2.59% | reduce | Original filing |
| Rocket Companies, Inc. | 2026-06-30 | 259689749.00 USD | 2.53% | reduce | Original filing |
| VSE CORP | 2026-06-30 | 224000835.00 USD | 2.18% | reduce | Original filing |
| FLOWSERVE CORP | 2026-06-30 | 215880057.00 USD | 2.10% | add | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-17 00:00:00 | 13F-HR/A | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-12 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-13 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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