Durable Capital Partners LP filed Q1 2026 13F: RBC leads a $9.7B portfolio

Filed: 2026-05-15 · Report date: 2026-03-31 · Form: 13F-HR

Source: SEC EDGAR filing

Portfolio overview

Portfolio value: $9.7B
Holdings: 37
Previous quarter: 2025-12-31

Top 5 holdings

RBC — $1.2B (12.7%)
DASH — $642M (6.6%)
MELI — $606.6M (6.2%)
APG — $598.7M (6.2%)
Q — $587.1M (6.0%)

New positions

WIX — $183.9M (1.9%)
CRH — $155.3M (1.6%)
ENTG — $113.9M (1.2%)
FN — $112.9M (1.2%)
APPLIED INDL TECHNOLOGIES IN — $78.7M (0.81%)

Exits

VEEVA SYS INC — last seen at $212.5M
DESCARTES SYS GROUP INC — last seen at $149.9M
SPORTRADAR GROUP AG — last seen at $141.6M
TWILIO INC — last seen at $136.8M
APP — last seen at $110.1M

Biggest adds

Q — +$358.4M (now $587.1M)
IWM — +$231M (now $254.8M)
RBC — +$184.4M (now $1.2B)

Biggest trims

COLLIERS INTL GROUP INC — -$406.8M (now $88.6M)
CPNG — -$333.9M (now $242.9M)
SHOP — -$213.6M (now $115.3M)

Methodology note

13F filings are public quarterly disclosures with up to a 45-day lag from quarter-end. Numbers here reflect the manager's disclosed long US equity positions only; they are not a real-time portfolio, do not include derivatives or short positions, and are not actual fund NAV. Not investment advice.

Full case file: https://worldsmartmoney.com/manager/durable-capital

This article: https://worldsmartmoney.com/news/durable-capital-2026-03-31-000006

English thread

Tweet 1/5 · 169 chars

Durable Capital Partners LP filed Q1 2026 13F.

Portfolio: $9.7B (37 holdings)
Top: RBC $1.2B (12.7%)

https://worldsmartmoney.com/news/durable-capital-2026-03-31-000006

Tweet 2/5 · 123 chars

Top 5 holdings:

1. RBC $1.2B (12.7%)
2. DASH $642M (6.6%)
3. MELI $606.6M (6.2%)
4. APG $598.7M (6.2%)
5. Q $587.1M (6.0%)

Tweet 3/5 · 144 chars

Position changes from 2025-12-31:

🆕 New: WIX, CRH, ENTG, FN
🚪 Exited: VEEVA SYS INC, DESCARTES SYS GROUP INC, SPORTRADAR GROUP AG, TWILIO INC

Tweet 4/5 · 143 chars

📈 Biggest adds:
  Q +$358.4M
  IWM +$231M
  RBC +$184.4M

📉 Biggest trims:
  COLLIERS INTL GROUP INC -$406.8M
  CPNG -$333.9M
  SHOP -$213.6M

Tweet 5/5 · 246 chars

Source: SEC 13F (≤45-day disclosure lag, not real-time, not fund NAV).

SEC: https://www.sec.gov/Archives/edgar/data/1798849/000179884926000006/0001798849-26-000006-index.htm
WSM: https://worldsmartmoney.com/news/durable-capital-2026-03-31-000006

Chinese thread

Tweet 1/5 · 150 chars

Durable Capital Partners LP 更新 2026 Q1 13F

组合：$9.7B（37 只持仓）
第一持仓：RBC $1.2B（12.7%）

https://worldsmartmoney.com/news/durable-capital-2026-03-31-000006

Tweet 2/5 · 111 chars

前 5 大持仓：

1. RBC $1.2B（12.7%）
2. DASH $642M（6.6%）
3. MELI $606.6M（6.2%）
4. APG $598.7M（6.2%）
5. Q $587.1M（6.0%）

Tweet 3/5 · 117 chars

相比 2025-12-31 的变化：

🆕 新建仓：WIX、CRH、ENTG、FN
🚪 清仓：VEEVA SYS INC、DESCARTES SYS GROUP INC、SPORTRADAR GROUP AG、TWILIO INC

Tweet 4/5 · 126 chars

📈 加仓最多：
  Q +$358.4M
  IWM +$231M
  RBC +$184.4M

📉 减仓最多：
  COLLIERS INTL GROUP INC -$406.8M
  CPNG -$333.9M
  SHOP -$213.6M

Tweet 5/5 · 215 chars

来源：SEC 13F（最多滞后 45 天公开，非实时，不代表基金净值）

SEC 原文：https://www.sec.gov/Archives/edgar/data/1798849/000179884926000006/0001798849-26-000006-index.htm
WSM 解读：https://worldsmartmoney.com/news/durable-capital-2026-03-31-000006

13F is a quarterly disclosure with up to 45-day lag. Not real-time, not fund NAV, not investment advice.