Durable Capital Partners LP
Bethesda MD · SEC CIK 0001798849
$102.82亿2026Q2 申报市值
36持仓数
59.1%前十大占比 · 第一大 10.7%
3 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MAIR 新建仓+$3.98亿
FN 加仓+$2.17亿
FERG 加仓+$1.87亿
TWLO 重新持有+$1.82亿
SHOP 加仓+$1.56亿
2026Q2 卖出最多 按季末市值估算
RBC 减仓-$3.65亿
TECH 减仓-$2.79亿
IWM 清仓-$2.55亿
MDLN 减仓-$1.83亿
CPNG 减仓-$1.56亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| RBC | RBC BEARINGS INC | $11.01亿 | 10.70% | 1,708,921 | -566,715 | -24.9% | -$3.65亿 | 减仓 |
| DASH | DOORDASH INC | $7.67亿 | 7.46% | 4,154,183 | -121,823 | -2.8% | -$2,248.00万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $7.44亿 | 7.23% | 4,553,414 | -534,694 | -10.5% | -$8,732.09万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $7.07亿 | 6.88% | 2,979,735 | 787,760 | 35.9% | $1.87亿 | 加仓 |
| MELI | MERCADOLIBRE INC | $5.24亿 | 5.10% | 308,663 | -42,182 | -12.0% | -$7,159.93万 | 减仓 |
| APG | API GROUP CORP | $5.14亿 | 5.00% | 12,131,313 | -2,643,923 | -17.9% | -$1.12亿 | 减仓 |
| XPO | XPO INC | $4.98亿 | 4.84% | 2,424,919 | -511,015 | -17.4% | -$1.05亿 | 减仓 |
| CVNA | CARVANA CO | $4.42亿 | 4.30% | 6,720,882 | 1,742,177 | 35.0% | $1.15亿 | 加仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $3.98亿 | 3.87% | 10,196,486 | 10,196,486 | — | $3.98亿 | 新建仓 |
| TWLO | TWILIO INC | $3.81亿 | 3.70% | 1,846,153 | 884,064 | 91.9% | $1.82亿 | 重新持有 |
| AFRM | AFFIRM HLDGS INC | $3.61亿 | 3.51% | 4,425,406 | -1,224,028 | -21.7% | -$9,981.95万 | 减仓 |
| FN | FABRINET | $3.39亿 | 3.30% | 603,340 | 386,868 | 178.7% | $2.17亿 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $2.99亿 | 2.91% | 11,635,948 | -451,895 | -3.7% | -$1,162.73万 | 减仓 |
| ULS | UL SOLUTIONS INC | $2.99亿 | 2.91% | 2,937,488 | -354,028 | -10.8% | -$3,606.13万 | 减仓 |
| CRH | CRH PLC | $2.85亿 | 2.77% | 2,665,296 | 1,187,519 | 80.4% | $1.27亿 | 加仓 |
| SHOP | SHOPIFY INC | $2.67亿 | 2.59% | 2,335,694 | 1,363,880 | 140.3% | $1.56亿 | 加仓 |
| CLH | CLEAN HARBORS INC | $2.67亿 | 2.59% | 892,405 | -158,568 | -15.1% | -$4,737.22万 | 减仓 |
| RKT | ROCKET COS INC | $2.60亿 | 2.53% | 16,488,238 | -2,817,487 | -14.6% | -$4,437.54万 | 减仓 |
| VSEC | VSE CORP | $2.24亿 | 2.18% | 980,310 | -424,461 | -30.2% | -$9,698.93万 | 减仓 |
| FLS | FLOWSERVE CORP | $2.16亿 | 2.10% | 2,911,004 | 1,959,206 | 205.8% | $1.45亿 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $2.15亿 | 2.09% | 4,423,633 | -1,742,160 | -28.3% | -$8,473.87万 | 减仓 |
| WRBY | WARBY PARKER INC | $1.94亿 | 1.89% | 6,396,513 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $1.29亿 | 1.26% | 6,163,722 | -2,827,532 | -31.4% | -$5,929.33万 | 减仓 |
| MDLN | MEDLINE INC | $1.04亿 | 1.01% | 2,627,321 | -4,638,532 | -63.8% | -$1.83亿 | 减仓 |
| XMTR | XOMETRY INC | $9,796.55万 | 0.95% | 1,014,976 | 959,571 | 1,731.9% | $9,261.78万 | 加仓 |
| WIX | WIX COM LTD | $9,263.14万 | 0.90% | 2,041,688 | 0 | 0.0% | — | 不变 |
| GSHD | GOOSEHEAD INS INC | $8,910.18万 | 0.87% | 1,837,151 | 274,182 | 17.5% | $1,329.78万 | 加仓 |
| AUR | AURORA INNOVATION INC | $7,426.58万 | 0.72% | 10,889,415 | 9,403,379 | 632.8% | $6,413.10万 | 加仓 |
| CPNG | COUPANG INC | $6,742.90万 | 0.66% | 3,881,925 | -8,984,881 | -69.8% | -$1.56亿 | 减仓 |
| ANDG | ANDERSEN GROUP INC | $6,301.07万 | 0.61% | 1,670,485 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $5,480.40万 | 0.53% | 162,070 | -134,531 | -45.4% | -$4,549.17万 | 减仓 |
| ENTG | ENTEGRIS INC | $5,272.40万 | 0.51% | 293,139 | -678,562 | -69.8% | -$1.22亿 | 减仓 |
| ROL | ROLLINS INC | $4,865.52万 | 0.47% | 1,165,673 | 1,165,673 | — | $4,865.52万 | 新建仓 |
| AGL | AGILON HEALTH INC | $4,722.80万 | 0.46% | 440,642 | 440,642 | — | $4,722.80万 | 新建仓 |
| TECH | BIO-TECHNE CORP | $3,546.37万 | 0.34% | 501,963 | -3,954,054 | -88.7% | -$2.79亿 | 减仓 |
| AYI | ACUITY INC | $2,585.62万 | 0.25% | 68,646 | -287,083 | -80.7% | -$1.08亿 | 减仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -1,027,614 | -100.0% | -$2.55亿 | 清仓 |
| YOU | CLEAR SECURE INC | $0 | 0.00% | 0 | -2,971,595 | -100.0% | -$1.44亿 | 清仓 |
| CIGI | COLLIERS INTL GROUP INC | $0 | 0.00% | 0 | -828,839 | -100.0% | -$8,859.46万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -646,429 | -100.0% | -$3,656.20万 | 清仓 |
| ESAB | ESAB CORPORATION | $0 | 0.00% | 0 | -34,315 | -100.0% | -$331.69万 | 清仓 |