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Durable Capital Partners Lp
institutioneller Anleger · Portfolio $10.3 Mrd. · 36 Positionen · Bericht zum 30.06.2026
Aktienpositionen Bericht für 30.06.2026, eingereicht am 14.08.2026; Veränderung – ggü. 31.03.2026 · 41
| Unternehmen | Aktien | Wert | % des Portfolios | Veränderung im Quartal |
|---|---|---|---|---|
| RBC Bearings Incorporated US:RBC | 1 708 921 | $1.10 Mrd. | 10.70% | −566 715 |
| DoorDash, Inc. Class A US:DASH | 4 154 183 | $767 Mio. | 7.46% | −121 823 |
| Qnity Electronics, Inc US:Q | 4 553 414 | $744 Mio. | 7.23% | −534 694 |
| Ferguson Plc US:FERG | 2 979 735 | $707 Mio. | 6.88% | +787 760 |
| MercadoLibre Inc. US:MELI | 308 663 | $524 Mio. | 5.10% | −42 182 |
| Api Group Corp US:APG | 12 131 313 | $514 Mio. | 5.00% | −2 643 923 |
| XPO Logistics Inc US:XPO | 2 424 919 | $498 Mio. | 4.84% | −511 015 |
| Carvana Co US:CVNA | 6 720 882 | $442 Mio. | 4.30% | +5 725 141 |
| Madison Air Solutions Corpor… US:MAIR | 10 196 486 | $398 Mio. | 3.87% | neu |
| Twilio Inc US:TWLO | 1 846 153 | $381 Mio. | 3.70% | neu |
| Affirm Holdings Inc US:AFRM | 4 425 406 | $361 Mio. | 3.51% | −1 224 028 |
| FABRINET CUSIP G3323L100 | 603 340 | $339 Mio. | 3.30% | +386 868 |
| Privia Health Group Inc US:PRVA | 11 635 948 | $299 Mio. | 2.91% | −451 895 |
| UL Solutions Inc. US:ULS | 2 937 488 | $299 Mio. | 2.91% | −354 028 |
| CRH PLC CUSIP G25508105 | 2 665 296 | $285 Mio. | 2.77% | +1 187 519 |
| Shopify Inc US:SHOP | 2 335 694 | $267 Mio. | 2.59% | +1 363 880 |
| Clean Harbors Inc US:CLH | 892 405 | $267 Mio. | 2.59% | −158 568 |
| Rocket Companies Inc US:RKT | 16 488 238 | $260 Mio. | 2.53% | −2 817 487 |
| VSE Corporation US:VSEC | 980 310 | $224 Mio. | 2.18% | −424 461 |
| Flowserve Corporation US:FLS | 2 911 004 | $216 Mio. | 2.10% | +1 959 206 |
| Shift4 Payments Inc US:FOUR | 4 423 633 | $215 Mio. | 2.09% | −1 742 160 |
| Warby Parker Inc US:WRBY | 6 396 513 | $194 Mio. | 1.89% | — |
| Option Care Health Inc US:OPCH | 6 163 722 | $129 Mio. | 1.26% | −2 827 532 |
| Medline Inc. Class A US:MDLN | 2 627 321 | $104 Mio. | 1.01% | −4 638 532 |
| Xometry Inc US:XMTR | 1 014 976 | $98.0 Mio. | 0.95% | +959 571 |
| WIX COM LTD CUSIP M98068105 | 2 041 688 | $92.6 Mio. | 0.90% | — |
| Goosehead Insurance, Inc. US:GSHD | 1 837 151 | $89.1 Mio. | 0.87% | +274 182 |
| Aurora Innovation Inc US:AUR | 10 889 415 | $74.3 Mio. | 0.72% | +9 403 379 |
| Coupang LLC US:CPNG | 3 881 925 | $67.4 Mio. | 0.66% | −8 984 881 |
| Andersen Group Inc. US:ANDG | 1 670 485 | $63.0 Mio. | 0.61% | — |
| Applied Industrial Technolog… US:AIT | 162 070 | $54.8 Mio. | 0.53% | −134 531 |
| Entegris Inc US:ENTG | 293 139 | $52.7 Mio. | 0.51% | −678 562 |
| Rollins Inc US:ROL | 1 165 673 | $48.7 Mio. | 0.47% | neu |
| agilon health Inc US:AGL | 440 642 | $47.2 Mio. | 0.46% | neu |
| BIO-TECHNE Corp US:TECH | 501 963 | $35.5 Mio. | 0.34% | −3 954 054 |
| Acuity Brands Inc US:AYI | 68 646 | $25.9 Mio. | 0.25% | −287 083 |
| Clear Secure Inc US:YOU | 0 (war 2 971 595) | — | — | verkauft |
| Colliers International Group… US:CIGI | 0 (war 828 839) | — | — | verkauft |
| ESAB Corp US:ESAB | 0 (war 34 315) | — | — | verkauft |
| iShares Russell 2000 ETF US:IWM · ETF | 0 (war 1 027 614) | — | — | verkauft |
| Roblox Corp US:RBLX | 0 (war 646 429) | — | — | verkauft |
In Unternehmen Unserer Datenbank 4
| Unternehmen | Anteil | Aktien | Berichtsdatum |
|---|---|---|---|
| Shift4 Payments Inc | 5.6% | 4 423 633 | 2026-06-30 |
| Option Care Health Inc | 4.12% | 6 163 722 | 2026-06-30 |
| VSE Corporation | 3.49% | 980 310 | 2026-06-30 |
| Qnity Electronics, Inc | 2.18% | 4 553 414 | 2026-06-30 |
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