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Durable Capital Partners LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
40
-14
New Purchases
0
Added To
0
Closed
40
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 24 $0 0%
Mid Cap 14 $0 0%
Small Cap 2 $0 0%

Portfolio Analytics

Avg Market Cap
$30.5B
Median Market Cap
$16.4B
Avg P/E
56.6
Median P/E
41.5
Avg Dividend Yield
0.00%
Avg Beta
1.44
# Stocks
39
# ETFs / Funds
1

Top Holdings (40 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 Q —% -$229M -2,800,861 -100.0% SOLD
2 FOUR —% -$416M -6,606,969 -100.0% SOLD
3 RBC —% -$1.1B -2,344,911 -100.0% SOLD
4 VEEV —% -$212M -951,896 -100.0% SOLD
5 CBZ —% -$82M -1,631,969 -100.0% SOLD
6 TWLO —% -$137M -962,089 -100.0% SOLD
7 AYI —% -$294M -815,322 -100.0% SOLD
8 CPNG —% -$577M -24,452,985 -100.0% SOLD
9 FIG —% -$65M -1,727,263 -100.0% SOLD
10 YOU —% -$121M -3,461,549 -100.0% SOLD
11 FERG —% -$348M -1,561,342 -100.0% SOLD
12 CLH —% -$196M -834,763 -100.0% SOLD
13 TOST —% -$82M -2,299,023 -100.0% SOLD
14 RKT —% -$338M -17,470,197 -100.0% SOLD
15 APG —% -$575M -15,017,378 -100.0% SOLD
16 WRBY —% -$159M -7,310,605 -100.0% SOLD
17 ANDG —% -$43M -1,670,485 -100.0% SOLD
18 ULS —% -$202M -2,563,523 -100.0% SOLD
19 XPO —% -$537M -3,949,100 -100.0% SOLD
20 AFRM —% -$274M -3,681,173 -100.0% SOLD
21 FSV —% -$68M -436,598 -100.0% SOLD
22 APP —% -$110M -163,405 -100.0% SOLD
23 DUOL —% -$21M -119,181 -100.0% SOLD
24 BKNG —% -$98M -18,274 -100.0% SOLD
25 CIGI —% -$495M -3,369,760 -100.0% SOLD
26 AUR —% -$26M -6,768,585 -100.0% SOLD
27 GSHD —% -$115M -1,562,969 -100.0% SOLD
28 DSGX —% -$150M -1,710,202 -100.0% SOLD
29 MDLN —% -$290M -6,900,000 -100.0% SOLD
30 DASH —% -$811M -3,578,745 -100.0% SOLD
31 MELI —% -$620M -307,932 -100.0% SOLD
32 OPCH —% -$286M -8,991,254 -100.0% SOLD
33 IWM —% -$24M -96,776 -100.0% SOLD
34 SHOP —% -$329M -2,043,219 -100.0% SOLD
35 TECH —% -$123M -2,088,891 -100.0% SOLD
36 PRVA —% -$287M -12,087,843 -100.0% SOLD
37 SRAD —% -$142M -5,956,331 -100.0% SOLD
38 VSEC —% -$152M -879,228 -100.0% SOLD
39 CVNA —% -$390M -925,045 -100.0% SOLD
40 RBLX —% -$94M -1,162,730 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
Q —%
FOUR —%
RBC —%
VEEV —%
CBZ —%
TWLO —%
AYI —%
CPNG —%
FIG —%
YOU —%
FERG —%
CLH —%
TOST —%
RKT —%
APG —%
View SEC EDGAR Filings for Durable Capital Partners LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms