Durable Capital Partners LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DC Durable Capital Partners LP | Institutional Filer | ▼ 8.08% | $9.71B | 37 |
Current Portfolio Holdings
Showing all 37 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | RBC | RBC Bearings Incorporated | Industrials | 2.3M | $1.24B | 12.72% |
| 2 | DASH | DoorDash, Inc. | Communication Services | 4.3M | $642.0M | 6.61% |
| 3 | MELI | MercadoLibre, Inc. | Consumer Cyclical | 351K | $606.6M | 6.24% |
| 4 | APG | APi Group Corporation | Industrials | 14.8M | $598.7M | 6.16% |
| 5 | Q | Qnity Electronics, Inc. | Technology | 5.1M | $587.1M | 6.04% |
| 6 | XPO | XPO Logistics, Inc. | Industrials | 2.9M | $571.2M | 5.88% |
| 7 | FERG | Ferguson plc | Industrials | 2.2M | $511.3M | 5.26% |
| 8 | MDLN | MEDLINE INC | — | 7.3M | $323.3M | 3.33% |
| 9 | CVNA | Carvana Co. | Consumer Cyclical | 996K | $313.0M | 3.22% |
| 10 | CLH | Clean Harbors, Inc. | Industrials | 1.1M | $301.3M | 3.10% |
| 11 | ULS | UL Solutions Inc. | Industrials | 3.3M | $282.1M | 2.90% |
| 12 | RKT | Rocket Companies, Inc. | Financial Services | 19.3M | $275.1M | 2.83% |
| 13 | FOUR | Shift4 Payments, Inc. | Technology | 6.2M | $269.6M | 2.78% |
| 14 | VSEC | VSE Corporation | Industrials | 1.4M | $259.0M | 2.67% |
| 15 | AFRM | Affirm Holdings, Inc. | Technology | 5.6M | $258.9M | 2.66% |
Showing 1 to 15 of 37 holdings