Durable Capital Partners LP 13F 持仓 · 2026年Q2
Durable Capital Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 36 只证券，申报市值合计 102.82 亿美元。前几大持仓：RBC（10.70%）、DASH（7.46%）、Q（7.23%）。本季前 25 大持仓中：新建仓 2 只、增持 7 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RBC | RBC BEARINGS INC | $1.10B | 10.70% | 1.7M | 减持 |
| 2 | DASH | DOORDASH INC | $766.6M | 7.46% | 4.2M | 减持 |
| 3 | Q | QNITY ELECTRONICS INC | $743.6M | 7.23% | 4.6M | 减持 |
| 4 | FERG | FERGUSON ENTERPRISES INC | $707.2M | 6.88% | 3.0M | 增持 |
| 5 | MELI | MERCADOLIBRE INC | $523.9M | 5.10% | 308,663 | 减持 |
| 6 | APG | API GROUP CORP | $513.8M | 5.00% | 12.1M | 减持 |
| 7 | XPO | XPO INC | $497.8M | 4.84% | 2.4M | 减持 |
| 8 | CVNA | CARVANA CO | $442.4M | 4.30% | 6.7M | 增持 |
| 9 | MAIR | MADISON AIR SOLUTIONS CORP | $397.7M | 3.87% | 10.2M | 新建仓 |
| 10 | TWLO | TWILIO INC | $380.9M | 3.70% | 1.8M | 新建仓 |
| 11 | AFRM | AFFIRM HLDGS INC | $360.9M | 3.51% | 4.4M | 减持 |
| 12 | FN | FABRINET | $339.1M | 3.30% | 603,340 | 增持 |
| 13 | PRVA | PRIVIA HEALTH GROUP INC | $299.4M | 2.91% | 11.6M | 减持 |
| 14 | ULS | UL SOLUTIONS INC | $299.2M | 2.91% | 2.9M | 减持 |
| 15 | CRH | CRH PLC | $285.2M | 2.77% | 2.7M | 增持 |
| 16 | CLH | CLEAN HARBORS INC | $266.6M | 2.59% | 892,405 | 减持 |
| 17 | SHOP | SHOPIFY INC | $266.7M | 2.59% | 2.3M | 增持 |
| 18 | RKT | ROCKET COS INC | $259.7M | 2.53% | 16.5M | 减持 |
| 19 | VSEC | VSE CORP | $224.0M | 2.18% | 980,310 | 减持 |
| 20 | FLS | FLOWSERVE CORP | $215.9M | 2.10% | 2.9M | 增持 |
| 21 | FOUR | SHIFT4 PMTS INC | $215.2M | 2.09% | 4.4M | 减持 |
| 22 | WRBY | WARBY PARKER INC | $194.1M | 1.89% | 6.4M | 持平 |
| 23 | OPCH | OPTION CARE HEALTH INC | $129.3M | 1.26% | 6.2M | 减持 |
| 24 | MDLN | MEDLINE INC | $103.6M | 1.01% | 2.6M | 减持 |
| 25 | XMTR | XOMETRY INC | $98.0M | 0.95% | 1.0M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR