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Durable Capital Partners LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Durable Capital Partners LP
报告期 2026-03-31 · CIK 0001798849
持仓数
37
前50大市值合计
$9.71B
报告期
2026-03-31
当前持仓
调仓
前 37 大持仓
标的
类型
市值
股数
占比*
RBC
RBC BEARINGS INC
COM
$1.24B
2,275,636
12.7%
DASH
DOORDASH INC
CL A
$642.0M
4,276,006
6.6%
MELI
MERCADOLIBRE INC
COM
$606.6M
350,845
6.2%
APG
API GROUP CORP
COM STK
$598.7M
14,775,236
6.2%
Q
QNITY ELECTRONICS INC
COMMON STOCK
$587.1M
5,088,108
6.0%
XPO
XPO INC
COM
$571.2M
2,935,934
5.9%
FERG
FERGUSON ENTERPRISES INC
COMMON STOCK NEW
$511.3M
2,191,975
5.3%
MDLN
MEDLINE INC
COM CL A
$323.3M
7,265,853
3.3%
CVNA
CARVANA CO
CL A
$313.0M
995,741
3.2%
CLH
CLEAN HARBORS INC
COM
$301.3M
1,050,973
3.1%
ULS
UL SOLUTIONS INC
CLASS A COM SHS
$282.1M
3,291,516
2.9%
RKT
ROCKET COS INC
COM CL A
$275.1M
19,305,725
2.8%
FOUR
SHIFT4 PMTS INC
CL A
$269.6M
6,165,793
2.8%
VSEC
VSE CORP
COM
$259.0M
1,404,771
2.7%
AFRM
AFFIRM HLDGS INC
COM CL A
$258.9M
5,649,434
2.7%
IWM
ISHARES TR
RUSSELL 2000 ETF
$254.8M
1,027,614
2.6%
PRVA
PRIVIA HEALTH GROUP INC
COM
$248.6M
12,087,843
2.6%
CPNG
COUPANG INC
CL A
$242.9M
12,866,806
2.5%
OPCH
OPTION CARE HEALTH INC
COM NEW
$242.0M
8,991,254
2.5%
TECH
BIO-TECHNE CORP
COM
$232.9M
4,456,017
2.4%
—
WIX COM LTD
SHS
$183.9M
2,041,688
1.9%
—
CRH PLC
ORD
$155.3M
1,477,777
1.6%
YOU
CLEAR SECURE INC
COM CL A
$143.9M
2,971,595
1.5%
WRBY
WARBY PARKER INC
CL A COM
$134.8M
6,396,513
1.4%
SHOP
SHOPIFY INC
CL A SUB VTG SHS
$115.3M
971,814
1.2%
ENTG
ENTEGRIS INC
COM
$113.9M
971,701
1.2%
—
FABRINET
SHS
$112.9M
216,472
1.2%
AYI
ACUITY INC
COM
$99.7M
355,729
1.0%
CIGI
COLLIERS INTL GROUP INC
SUB VTG SHS
$88.6M
828,839
0.9%
AIT
APPLIED INDL TECHNOLOGIES IN
COM
$78.7M
296,601
0.8%
FLS
FLOWSERVE CORP
COM
$70.0M
951,798
0.7%
GSHD
GOOSEHEAD INS INC
COM CL A
$66.7M
1,562,969
0.7%
ANDG
ANDERSEN GROUP INC
CL A
$45.4M
1,670,485
0.5%
RBLX
ROBLOX CORP
CL A
$36.6M
646,429
0.4%
AUR
AURORA INNOVATION INC
COM CL A
$6.1M
1,486,036
0.1%
ESAB
ESAB CORPORATION
COM
$3.3M
34,315
0.0%
XMTR
XOMETRY INC
CLASS A COM
$2.3M
55,405
0.0%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
44%
前 6 大占比
RBC
12.7%
DASH
6.6%
MELI
6.2%
APG
6.2%
Q
6.0%
XPO
5.9%
其他
56.3%
