How many stocks does Durable Capital Partners LP own?

As of Q1 2026, Durable Capital Partners LP holds 37 positions in their 13F portfolio.

What is Durable Capital Partners LP's largest holding?

RBC at 12.7% of portfolio, worth $1.2B.

What is Durable Capital Partners LP's total portfolio value?

$9.7B as of Q1 2026, tracked across 37 holdings.

Is Durable Capital Partners LP a hedge fund?

Durable Capital Partners LP is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Durable Capital Partners LP report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Durable Capital Partners LP's portfolio changed in Q1 2026?

View Durable Capital Partners LP's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Durable Capital Partners LP's investment strategy?

Durable Capital Partners LP is classified as a Momentum Trader fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

Durable Capital Partners LP Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

DUDurable Capital Partners LP

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$9.7B

AUM

Positions

Q1 2026

Filing

Rating · 2.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New14%Increased30%Decreased33%Exited23%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 2.6 years

<1Q11%1-4Q19%1-2Y27%2Y+43%

Q1 2026 Summary

Active quarter - 8 new positions, 11 exits, 13 increased. Top move: Q (INCREASED, conviction 95). Portfolio: $9.7B across 37 positions.

Portfolio Allocation

Top holdings by portfolio weight

RBC12.72%

DASH6.61%

MELI6.24%

APG6.16%

Q6.04%

XPO5.88%

FERG5.26%

MDLN3.33%

CVNA3.22%

CLH3.10%

Other2.90%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

RBC25Q held

RBC BEARINGS INC

Avg $203.99 · $830.8M est. P&L

Est. P&L

+178.96%

YOU5Q held

CLEAR SECURE INC

Avg $26.96 · $94.9M est. P&L

Est. P&L

+118.44%

XMTR1Q held

XOMETRY INC

Avg $41.26 · $2.5M est. P&L

Est. P&L

+108.73%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings37 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
RBC RBC BEARINGS INC	2.3M	$1.2B	12.7%	—	$203.99	+178.96%	25 qtrssince 2020-Q1	Decreased 0
DASH DOORDASH INC	4.3M	$642M	6.6%	—	$214.61	-25.82%	6 qtrssince 2024-Q4	Increased 74
MELI MERCADOLIBRE INC	350,845	$606.6M	6.2%	—	$2,163.78	-28.26%	5 qtrssince 2025-Q1	Increased 71
APG API GROUP CORP	14.8M	$598.7M	6.2%	—	$28.00	+54.45%	7 qtrssince 2024-Q3	Decreased 0
Q QNITY ELECTRONICS INC	5.1M	$587.1M	6.0%	—	$98.44	+59.71%	2 qtrssince 2025-Q4	Increased 95
XPO XPO INC	2.9M	$571.2M	5.9%	—	$121.43	+66.29%	6 qtrssince 2024-Q4	Decreased 0
FERG FERGUSON ENTERPRISES INC	2.2M	$511.3M	5.3%	—	$231.09	-2.35%	3 qtrssince 2025-Q3	Increased 82
MDLN MEDLINE INC	7.3M	$323.3M	3.3%	—	$42.04	-13.92%	2 qtrssince 2025-Q4	Increased 61
CVNA CARVANA CO	995,741	$313M	3.2%	—	$176.79	-62.01%	8 qtrssince 2024-Q2	Increased 62
CLH CLEAN HARBORS INC	1.1M	$301.3M	3.1%	—	$247.64	+22.66%	3 qtrssince 2025-Q3	Increased 71
Showing 10 of 37 results.27 more with Pro.PROUpgrade to see all →