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Institutional 13F data

Durable Capital Partners LP 13F

See 37 stock and ETF positions for Q1 2026, including 21 new or increased positions and 23 reductions or exits, with the original SEC filing. Put and call options are excluded.

13F filing follow-along calculator

If KRW 1,000,000 followed the new and increased positions

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Durable Capital Partners LP 13F top holdings

Q1 2026 · 37 stock & ETF positions · Filed 2026-05-15 · Data updated 2026-06-09

View original SEC filings

Ranked by quarter-end stock and ETF value reported on Form 13F. Put and call options are excluded. These are not current market values or execution prices.

Reported stock & ETF value
$9.71B
Top 10 concentration
58.6%
#1
RBCRBC BEARINGS INC
Reported value
$1.24B
Portfolio weight
12.72%

Quarterly change: decreased -3.0%

Reported value
$642.04M
Portfolio weight
6.61%

Quarterly change: increased +19.5%

#4
APGAPI GROUP CORP
Reported value
$598.69M
Portfolio weight
6.16%

Quarterly change: decreased -1.6%

#5
QQNITY ELECTRONICS INC
Reported value
$587.07M
Portfolio weight
6.04%

Quarterly change: increased +81.7%

#6
XPOXPO INC
Reported value
$571.19M
Portfolio weight
5.88%

Quarterly change: decreased -25.7%

#7
FERGFERGUSON ENTERPRISES INC
Reported value
$511.3M
Portfolio weight
5.26%

Quarterly change: increased +40.4%

#8
MDLNMEDLINE INC
Reported value
$323.33M
Portfolio weight
3.33%

Quarterly change: increased +5.3%

#9
CVNACARVANA CO
Reported value
$313.04M
Portfolio weight
3.22%

Quarterly change: increased +7.6%

#10
CLHCLEAN HARBORS INC
Reported value
$301.35M
Portfolio weight
3.10%

Quarterly change: increased +25.9%

#11
ULSUL SOLUTIONS INC
Reported value
$282.12M
Portfolio weight
2.90%

Quarterly change: increased +28.4%

#12
RKTROCKET COS INC
Reported value
$275.11M
Portfolio weight
2.83%

Quarterly change: increased +10.5%

Largest new or increased positions

Reported value
$642.04M
Portfolio weight
6.61%

Quarterly change: increased +19.5%

#3
QQNITY ELECTRONICS INC
Reported value
$587.07M
Portfolio weight
6.04%

Quarterly change: increased +81.7%

#4
FERGFERGUSON ENTERPRISES INC
Reported value
$511.3M
Portfolio weight
5.26%

Quarterly change: increased +40.4%

#5
MDLNMEDLINE INC
Reported value
$323.33M
Portfolio weight
3.33%

Quarterly change: increased +5.3%

#6
CVNACARVANA CO
Reported value
$313.04M
Portfolio weight
3.22%

Quarterly change: increased +7.6%

#7
CLHCLEAN HARBORS INC
Reported value
$301.35M
Portfolio weight
3.10%

Quarterly change: increased +25.9%

#8
ULSUL SOLUTIONS INC
Reported value
$282.12M
Portfolio weight
2.90%

Quarterly change: increased +28.4%

Latest 13F filing snapshot

Reporting period
2026-03-31
Filed
2026-05-15
Stock & ETF positions
37
New or increased
21
Reduced or exited
23
Unchanged
4

Top reported buys

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Counts cover unique stock and ETF positions and exclude put and call options, so they can differ from the SEC information-table row count. Form 13F reports quarter-end holdings and does not reveal every trade date or execution price.

View original SEC filings