13F filing recap ยท Q2 2025
What did Durable Capital Partners LP buy in Q2 2025?
Reported stock-position changes between this filing and the previous one.
Stock value
$13.21B
Positions
44
Estimated turnover
38.4%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Durable Capital Partners LP opened new positions in Veeva Systems, Floor & Decor Holdings, Evolent Health, and Goosehead Insurance, while exiting Alignment Healthcare, Bright Horizons Family Solutions, Chewy, Ferguson Enterprises, Idexx Laboratories, Karman Holdings, Procore Technologies, Servicetitan, On Holding, Birkenstock Holding, and Wix.com. The firm also added to iShares Trust, Mercadolibre, Option Care Health, Clear Secure, and RH, and trimmed Duolingo, Carvana, Booking Holdings, Roper Technologies, and Sweetgreen.