13F filing recap · Q2 2026
What did Durable Capital Partners LP buy in Q2 2026?
Reported stock-position changes between this filing and the previous one.
Stock value
$10.28B
Positions
36
Estimated turnover
49.2%
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 Madison Air Solutions, Twilio, Rollins, and Agilon Health. The firm exited Clear Secure, Colliers International, Esab, iShares Trust, and Roblox. Among existing holdings, it substantially increased Ferguson Enterprises and CRH, while sharply adding to Carvana, Fabrinet, Shopify, Flowserve, Xometry, and Aurora Innovation. It trimmed RBC Bearings, Qnity Electronics, Mercadolibre, APi Group, XPO, Affirm, and several others, with substantial reductions in Medline, Coupang, Applied Industrial Technologies, Entegris, Bio-Techne, and Acuity.