13F tracker › Durable Capital Partners
Durable Capital Partners 13F holdings, Q2 2026
Durable Capital Partners (investment firm founded by Henry Ellenbogen) reported 36 US-listed positions worth $10.3B in its
Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 14, 2026.
Compared with Q1 2026, the filing shows 4 new positions, 9 increased, 20 reduced, and 5 exited.
Reported value$10.3B
Positions36
New / exited4 / 5
Quarter endedQ2 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Rbc Bearings Inc | $1.1B | 10.7% | 1,708,921 |
| Doordash Inc | $766.6M | 7.5% | 4,154,183 |
| Qnity Electronics Inc | $743.6M | 7.2% | 4,553,414 |
| Ferguson Enterprises Inc | $707.2M | 6.9% | 2,979,735 |
| Mercadolibre Inc | $523.9M | 5.1% | 308,663 |
| Api Group Corp | $513.8M | 5.0% | 12,131,313 |
| Xpo Inc | $497.8M | 4.8% | 2,424,919 |
| Carvana Co | $442.4M | 4.3% | 6,720,882 |
| Madison Air Solutions Corp | $397.7M | 3.9% | 10,196,486 |
| Twilio Inc | $380.9M | 3.7% | 1,846,153 |
| Affirm Hldgs Inc | $360.9M | 3.5% | 4,425,406 |
| Fabrinet | $339.1M | 3.3% | 603,340 |
| Privia Health Group Inc | $299.4M | 2.9% | 11,635,948 |
| Ul Solutions Inc | $299.2M | 2.9% | 2,937,488 |
| Crh Plc | $285.2M | 2.8% | 2,665,296 |
| Shopify Inc | $266.7M | 2.6% | 2,335,694 |
| Clean Harbors Inc | $266.6M | 2.6% | 892,405 |
| Rocket Cos Inc | $259.7M | 2.5% | 16,488,238 |
| Vse Corp | $224.0M | 2.2% | 980,310 |
| Flowserve Corp | $215.9M | 2.1% | 2,911,004 |
| Shift4 Pmts Inc | $215.2M | 2.1% | 4,423,633 |
| Warby Parker Inc | $194.1M | 1.9% | 6,396,513 |
| Option Care Health Inc | $129.3M | 1.3% | 6,163,722 |
| Medline Inc | $103.6M | 1.0% | 2,627,321 |
| Xometry Inc | $98.0M | 1.0% | 1,014,976 |
New positions in Q2 2026
| Company | Value | Shares |
| Madison Air Solutions Corp | $397.7M | 10,196,486 |
| Twilio Inc | $380.9M | 1,846,153 |
| Rollins Inc | $48.7M | 1,165,673 |
| Agilon Health Inc | $47.2M | 440,642 |
Positions increased
| Company | Value | Share change | Shares |
| Ferguson Enterprises Inc | $707.2M | +36% | 2,979,735 |
| Carvana Co | $442.4M | +575% | 6,720,882 |
| Fabrinet | $339.1M | +179% | 603,340 |
| Crh Plc | $285.2M | +80% | 2,665,296 |
| Shopify Inc | $266.7M | +140% | 2,335,694 |
| Flowserve Corp | $215.9M | +206% | 2,911,004 |
| Xometry Inc | $98.0M | +1732% | 1,014,976 |
| Goosehead Ins Inc | $89.1M | +18% | 1,837,151 |
| Aurora Innovation Inc | $74.3M | +633% | 10,889,415 |
Positions reduced
| Company | Value | Share change | Shares |
| Rbc Bearings Inc | $1.1B | -25% | 1,708,921 |
| Doordash Inc | $766.6M | -3% | 4,154,183 |
| Qnity Electronics Inc | $743.6M | -11% | 4,553,414 |
| Mercadolibre Inc | $523.9M | -12% | 308,663 |
| Api Group Corp | $513.8M | -18% | 12,131,313 |
| Xpo Inc | $497.8M | -17% | 2,424,919 |
| Affirm Hldgs Inc | $360.9M | -22% | 4,425,406 |
| Privia Health Group Inc | $299.4M | -4% | 11,635,948 |
| Ul Solutions Inc | $299.2M | -11% | 2,937,488 |
| Clean Harbors Inc | $266.6M | -15% | 892,405 |
| Rocket Cos Inc | $259.7M | -15% | 16,488,238 |
| Vse Corp | $224.0M | -30% | 980,310 |
| Shift4 Pmts Inc | $215.2M | -28% | 4,423,633 |
| Option Care Health Inc | $129.3M | -31% | 6,163,722 |
| Medline Inc | $103.6M | -64% | 2,627,321 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
| Ishares TR | $254.8M | 1,027,614 |
| Clear Secure Inc | $143.9M | 2,971,595 |
| Colliers Intl Group Inc | $88.6M | 828,839 |
| Roblox Corp | $36.6M | 646,429 |
| Esab Corporation | $3.3M | 34,315 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-11-11.
