13F filing recap · Q4 2025

What did Durable Capital Partners LP buy in Q4 2025?

Reported stock-position changes between this filing and the previous one.

Stock value

$10.57B

Positions

Estimated turnover

58.4%

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.

New positions

MDLNMedline Inc.$289.80Mreported value+6.90M shares QQnity Electronics, Inc.$228.69Mreported value+2.80M shares ULSUl Solutions Inc.$202.16Mreported value+2.56M shares DSGXDescartes Systems Group Inc$149.92Mreported value+1.71M shares SRADSportradar Group AG$141.58Mreported value+5.96M shares TWLOTwilio Inc.$136.85Mreported value+962.1K shares ANDGAndersen Group Inc.$43.32Mreported value+1.67M shares IWMiShares Trust$23.82Mreported value+96.8K shares

Increased positions

DASHDoordash, Inc.$810.51Mreported value+1.91M shares+114.1%MELIMercadolibre, Inc.$620.26Mreported value+132.5K shares+75.5%APGApi Group Corporation$574.56Mreported value+119.2K shares+0.8%FOURShift4 Payments, Inc.$416.04Mreported value+980.5K shares

Reduced positions

RBCRBC Bearings Incorporated$1.05Breported value-176.1K shares-7.0%CPNGCoupang, Inc.$576.85Mreported value-380.2K shares-1.5%XPOXpo, Inc.$536.72Mreported value-382.2K shares-8.8%CIGIColliers International Group Inc.$495.39Mreported value-329.4K shares

Exited positions

ENTGEntegris, Inc.$348.12Mprior reported value-3.77M shares-100.0%FLUTFlutter Entertainment Plc$315.97Mprior reported value-1.24M shares-100.0%WSTWest Pharmaceutical Services, Inc.$307.60Mprior reported value-1.17M shares-100.0%INTUIntuit Inc.$298.61Mprior reported value-437.3K shares