13F filing recap · Q1 2026

What did Durable Capital Partners LP buy in Q1 2026?

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

Stock value

$9.71B

Positions

Estimated turnover

42.5%

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

WIXWix.com Ltd.$183.89Mreported value+2.04M shares CRHCrh Public Limited Company$155.34Mreported value+1.48M shares ENTGEntegris, Inc.$113.92Mreported value+971.7K shares FNFabrinet$112.89Mreported value+216.5K shares AITApplied Industrial Technologies, Inc.$78.69Mreported value+296.6K shares FLSFlowserve Corp$69.97Mreported value+951.8K shares ESABEsab Corporation$3.32Mreported value+34.3K shares XMTRXometry, Inc.$2.26Mreported value+55.4K shares

Increased positions

DASHDoordash, Inc.$642.04Mreported value+697.3K shares+19.5%MELIMercadolibre, Inc.$606.62Mreported value+42.9K shares+13.9%QQnity Electronics, Inc.$587.07Mreported value+2.29M shares+81.7%FERGFerguson Enterprises Inc.$511.30Mreported value+630.6K shares

Reduced positions

RBCRBC Bearings Incorporated$1.24Breported value-69.3K shares-3.0%APGApi Group Corporation$598.69Mreported value-242.1K shares-1.6%XPOXpo, Inc.$571.19Mreported value-1.01M shares-25.7%FOURShift4 Payments, Inc.$269.63Mreported value-441.2K shares

Exited positions

VEEVVeeva Systems Inc.$212.49Mprior reported value-951.9K shares-100.0%DSGXDescartes Systems Group Inc$149.92Mprior reported value-1.71M shares-100.0%SRADSportradar Group AG$141.58Mprior reported value-5.96M shares-100.0%TWLOTwilio Inc.$136.85Mprior reported value-962.1K shares