Durable Capital Partners LP

Q2 2026 13F-HR Holdings

Location
Bethesda, MD
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
36
Total value ($000)
$10,282,381
Net value change ($000)
+568,453 (5.9%)
New positions
4
Sold out positions
5
Turnover %
13.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MADISON AIR SOLUTIONS CORP 397,663 NEW
TWLO 380,917 NEW
FN 226,231 200.4%
FERG 195,881 38.3%
Q 156,552 26.7%
SHOP 151,413 131.3%
FLS 145,913 208.5%
CRH 129,843 83.6%
CVNA 129,327 41.3%
DASH 124,529 19.4%
Top Reduces (Value $000, Stocks/ETFs)
IWM -254,848 -100.0%
MDLN -219,708 -68.0%
TECH -197,407 -84.8%
CPNG -175,496 -72.2%
YOU -143,855 -100.0%
RBC -135,295 -10.9%
OPCH -112,792 -46.6%
WIX -91,264 -49.6%
CIGI -88,595 -100.0%
APG -84,932 -14.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type