Durable Capital Partners LP Portfolio Holdings by Sector
Durable Capital Partners LP
- $12.3 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
SHOP INTU DUOL YOU HUBS APP 6 stocks |
$1.76 Million
14.29% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
CPNG MELI CVNA 3 stocks |
$1.55 Million
12.59% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
AFRM FOUR TOST WIX 4 stocks |
$1.31 Million
10.66% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CIGI FSV 2 stocks |
$1 Million
8.14% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV PRVA 2 stocks |
$666,146
5.42% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST WRBY MASI 3 stocks |
$640,571
5.21% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
ROLL 1 stocks |
$620,075
5.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
XPO 1 stocks |
$559,904
4.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
APG 1 stocks |
$512,050
4.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$488,973
3.98% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
AYI 1 stocks |
$469,616
3.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
DASH 1 stocks |
$454,674
3.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ENTG 1 stocks |
$348,115
2.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$298,682
2.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
ESAB 1 stocks |
$217,429
1.77% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
RKT 1 stocks |
$213,010
1.73% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CBZ 1 stocks |
$207,871
1.69% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
OPCH 1 stocks |
$206,305
1.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
VSEC 1 stocks |
$143,800
1.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
CLH 1 stocks |
$133,216
1.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
FND 1 stocks |
$121,263
0.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
GSHD 1 stocks |
$114,769
0.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
TECH 1 stocks |
$77,657
0.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
AUR 1 stocks |
$64,918
0.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XMTR ROP 2 stocks |
$64,605
0.53% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
RH 1 stocks |
$44,986
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SG 1 stocks |
$5,297
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|