Durable Capital Partners LP
Bethesda MD · SEC CIK 0001798849
$97.14亿2026Q1 申报市值
37持仓数
58.6%前十大占比 · 第一大 12.7%
4 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
Q 加仓+$2.64亿
IWM 加仓+$2.31亿
CRH 新建仓+$1.55亿
FERG 加仓+$1.47亿
TECH 加仓+$1.24亿
2026Q1 卖出最多 按季末市值估算
ENTG 重新持有-$3.27亿
CIGI 减仓-$2.72亿
CPNG 减仓-$2.19亿
VEEV 清仓-$2.12亿
XPO 减仓-$1.97亿
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -951,896 | -100.0% | -$2.12亿 | 清仓 |
| DSGX | DESCARTES SYS GROUP INC | $0 | 0.00% | 0 | -1,710,202 | -100.0% | -$1.50亿 | 清仓 |
| SRAD | SPORTRADAR GROUP AG | $0 | 0.00% | 0 | -5,956,331 | -100.0% | -$1.42亿 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -163,405 | -100.0% | -$1.10亿 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -18,274 | -100.0% | -$9,786.33万 | 清仓 |
| CBZ | CBIZ INC | $0 | 0.00% | 0 | -1,631,969 | -100.0% | -$8,233.28万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -2,299,023 | -100.0% | -$8,163.83万 | 清仓 |
| FSV | FIRSTSERVICE CORP NEW | $0 | 0.00% | 0 | -436,598 | -100.0% | -$6,790.41万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -1,727,263 | -100.0% | -$6,454.78万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -119,181 | -100.0% | -$2,091.63万 | 清仓 |
| XMTR | XOMETRY INC | $226.27万 | 0.02% | 55,405 | -613,869 | -91.7% | -$2,507.04万 | 重新持有 |
| ESAB | ESAB CORPORATION | $331.69万 | 0.03% | 34,315 | -1,911,539 | -98.2% | -$1.85亿 | 重新持有 |
| AUR | AURORA INNOVATION INC | $612.25万 | 0.06% | 1,486,036 | -5,282,549 | -78.0% | -$2,176.41万 | 减仓 |
| RBLX | ROBLOX CORP | $3,656.20万 | 0.38% | 646,429 | -516,301 | -44.4% | -$2,920.20万 | 减仓 |
| ANDG | ANDERSEN GROUP INC | $4,543.72万 | 0.47% | 1,670,485 | 0 | 0.0% | — | 不变 |
| GSHD | GOOSEHEAD INS INC | $6,667.63万 | 0.69% | 1,562,969 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $6,996.67万 | 0.72% | 951,798 | 951,798 | — | $6,996.67万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $7,869.42万 | 0.81% | 296,601 | 296,601 | — | $7,869.42万 | 新建仓 |
| CIGI | COLLIERS INTL GROUP INC | $8,859.46万 | 0.91% | 828,839 | -2,540,921 | -75.4% | -$2.72亿 | 减仓 |
| AYI | ACUITY INC | $9,968.24万 | 1.03% | 355,729 | -459,593 | -56.4% | -$1.29亿 | 减仓 |
| FN | FABRINET | $1.13亿 | 1.16% | 216,472 | 216,472 | — | $1.13亿 | 新建仓 |
| ENTG | ENTEGRIS INC | $1.14亿 | 1.17% | 971,701 | -2,793,334 | -74.2% | -$3.27亿 | 重新持有 |
| SHOP | SHOPIFY INC | $1.15亿 | 1.19% | 971,814 | -1,071,405 | -52.4% | -$1.27亿 | 减仓 |
| WRBY | WARBY PARKER INC | $1.35亿 | 1.39% | 6,396,513 | -914,092 | -12.5% | -$1,925.99万 | 减仓 |
| YOU | CLEAR SECURE INC | $1.44亿 | 1.48% | 2,971,595 | -489,954 | -14.2% | -$2,371.87万 | 减仓 |
| CRH | CRH PLC | $1.55亿 | 1.60% | 1,477,777 | 1,477,777 | — | $1.55亿 | 新建仓 |
| WIX | WIX COM LTD | $1.84亿 | 1.89% | 2,041,688 | 1,009,844 | 97.9% | $9,095.66万 | 重新持有 |
| TECH | BIO-TECHNE CORP | $2.33亿 | 2.40% | 4,456,017 | 2,367,126 | 113.3% | $1.24亿 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $2.42亿 | 2.49% | 8,991,254 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $2.43亿 | 2.50% | 12,866,806 | -11,586,179 | -47.4% | -$2.19亿 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $2.49亿 | 2.56% | 12,087,843 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $2.55亿 | 2.62% | 1,027,614 | 930,838 | 961.8% | $2.31亿 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $2.59亿 | 2.66% | 5,649,434 | 1,968,261 | 53.5% | $9,018.57万 | 加仓 |
| VSEC | VSE CORP | $2.59亿 | 2.67% | 1,404,771 | 525,543 | 59.8% | $9,691.01万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $2.70亿 | 2.78% | 6,165,793 | -441,176 | -6.7% | -$1,929.26万 | 减仓 |
| RKT | ROCKET COS INC | $2.75亿 | 2.83% | 19,305,725 | 1,835,528 | 10.5% | $2,615.63万 | 加仓 |
| ULS | UL SOLUTIONS INC | $2.82亿 | 2.90% | 3,291,516 | 727,993 | 28.4% | $6,239.63万 | 加仓 |
| CLH | CLEAN HARBORS INC | $3.01亿 | 3.10% | 1,050,973 | 216,210 | 25.9% | $6,199.39万 | 加仓 |
| CVNA | CARVANA CO | $3.13亿 | 3.22% | 995,741 | 70,696 | 7.6% | $2,222.54万 | 加仓 |
| MDLN | MEDLINE INC | $3.23亿 | 3.33% | 7,265,853 | 365,853 | 5.3% | $1,628.05万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $5.11亿 | 5.26% | 2,191,975 | 630,633 | 40.4% | $1.47亿 | 加仓 |
| XPO | XPO INC | $5.71亿 | 5.88% | 2,935,934 | -1,013,166 | -25.7% | -$1.97亿 | 减仓 |
| Q | QNITY ELECTRONICS INC | $5.87亿 | 6.04% | 5,088,108 | 2,287,247 | 81.7% | $2.64亿 | 加仓 |
| APG | API GROUP CORP | $5.99亿 | 6.16% | 14,775,236 | -242,142 | -1.6% | -$981.16万 | 减仓 |
| MELI | MERCADOLIBRE INC | $6.07亿 | 6.24% | 350,845 | 42,913 | 13.9% | $7,419.74万 | 加仓 |
| DASH | DOORDASH INC | $6.42亿 | 6.61% | 4,276,006 | 697,261 | 19.5% | $1.05亿 | 加仓 |
| RBC | RBC BEARINGS INC | $12.36亿 | 12.72% | 2,275,636 | -69,275 | -3.0% | -$3,762.46万 | 减仓 |