Canonical: https://ownershiptrace.com/13f/investors/42

# 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](https://ownershiptrace.com/13f/companies/1303) | 2026-06-30 | 1100647659.00 USD | 10.70% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [DoorDash, Inc.](https://ownershiptrace.com/13f/companies/990) | 2026-06-30 | 766571389.00 USD | 7.46% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [Qnity Electronics, Inc.](https://ownershiptrace.com/13f/companies/1294) | 2026-06-30 | 743618040.00 USD | 7.23% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [Ferguson Enterprises Inc. /DE/](https://ownershiptrace.com/13f/companies/529) | 2026-06-30 | 707180508.00 USD | 6.88% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [MERCADOLIBRE INC](https://ownershiptrace.com/13f/companies/554) | 2026-06-30 | 523921490.00 USD | 5.10% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [APi Group Corp](https://ownershiptrace.com/13f/companies/869) | 2026-06-30 | 513761106.00 USD | 5.00% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [XPO, Inc.](https://ownershiptrace.com/13f/companies/396) | 2026-06-30 | 497811622.00 USD | 4.84% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [CARVANA CO.](https://ownershiptrace.com/13f/companies/32) | 2026-06-30 | 442368453.00 USD | 4.30% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [Madison Air Solutions Corp](https://ownershiptrace.com/13f/companies/39480) | 2026-06-30 | 397662954.00 USD | 3.87% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [TWILIO INC](https://ownershiptrace.com/13f/companies/250) | 2026-06-30 | 380916748.00 USD | 3.70% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [Affirm Holdings, Inc.](https://ownershiptrace.com/13f/companies/515) | 2026-06-30 | 360891859.00 USD | 3.51% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [Fabrinet](https://ownershiptrace.com/13f/companies/2525) | 2026-06-30 | 339125347.00 USD | 3.30% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [Privia Health Group, Inc.](https://ownershiptrace.com/13f/companies/1283) | 2026-06-30 | 299392942.00 USD | 2.91% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [UL Solutions Inc.](https://ownershiptrace.com/13f/companies/2527) | 2026-06-30 | 299212528.00 USD | 2.91% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [CRH PUBLIC LTD CO](https://ownershiptrace.com/13f/companies/634) | 2026-06-30 | 285186672.00 USD | 2.77% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [SHOPIFY INC.](https://ownershiptrace.com/13f/companies/369) | 2026-06-30 | 266689541.00 USD | 2.59% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [CLEAN HARBORS INC](https://ownershiptrace.com/13f/companies/1648) | 2026-06-30 | 266605994.00 USD | 2.59% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [Rocket Companies, Inc.](https://ownershiptrace.com/13f/companies/538) | 2026-06-30 | 259689749.00 USD | 2.53% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [VSE CORP](https://ownershiptrace.com/13f/companies/2528) | 2026-06-30 | 224000835.00 USD | 2.18% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| [FLOWSERVE CORP](https://ownershiptrace.com/13f/companies/456) | 2026-06-30 | 215880057.00 USD | 2.10% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000010-index.html) |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000006-index.html) |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-26-000003-index.html) |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-25-000015-index.html) |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-25-000010-index.html) |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-25-000005-index.html) |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-25-000003-index.html) |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-24-000012-index.html) |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-24-000008-index.html) |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-24-000006-index.html) |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-24-000003-index.html) |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-23-000010-index.html) |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-23-000007-index.html) |
| 2023-06-30 | 2023-08-17 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-23-000008-index.html) |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-23-000004-index.html) |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-23-000002-index.html) |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-22-000034-index.html) |
| 2022-06-30 | 2022-08-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-22-000032-index.html) |
| 2022-03-31 | 2022-05-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-22-000025-index.html) |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1798849/0001798849-22-000023-index.html) |

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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