Durable Capital Partners LP Portfolio Holdings by Sector
Durable Capital Partners LP
- $12.7 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
INTU SHOP DUOL HUBS DSGX YOU APP MNDY 9 stocks |
$2.53 Million
19.84% of portfolio
|
5
|
4
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
FOUR AFRM TOST 3 stocks |
$1.63 Million
12.77% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
CPNG MELI CVNA 3 stocks |
$1.43 Million
11.23% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CIGI FSV 2 stocks |
$816,149
6.41% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST WRBY MASI 3 stocks |
$633,962
4.98% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
ROLL 1 stocks |
$620,075
4.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV PRVA EVH 3 stocks |
$617,896
4.85% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
IWM 1 stocks |
$560,334
4.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
APG 1 stocks |
$542,333
4.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$482,734
3.79% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
XPO 1 stocks |
$454,019
3.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
AYI 1 stocks |
$372,894
2.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
OPCH 1 stocks |
$267,556
2.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
DASH 1 stocks |
$253,079
1.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ENTG 1 stocks |
$246,459
1.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$215,973
1.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$186,892
1.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
ESAB 1 stocks |
$166,982
1.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
MOH 1 stocks |
$159,664
1.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
RH 1 stocks |
$122,118
0.96% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
VSEC 1 stocks |
$113,299
0.89% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
AUR 1 stocks |
$106,918
0.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
FND 1 stocks |
$106,220
0.83% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
GSHD 1 stocks |
$71,832
0.56% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SG 1 stocks |
$31,813
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|