13FBOX
Durable资本合伙人 · 13F 持仓分析
期权收益计算器 机构排行

Durable资本合伙人

Durable Capital Partners LPNo.576 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$102.82亿
环比变动 Q1 2026
+$5.68亿+5.9%
持仓股票数
36
新买入
4
加仓
9
减仓
20
清仓
5
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
RRBC BEARINGSRBC
10.7%12.72%$11.01亿170.9万股$12.36亿227.6万股-56.7万股-24.90%减仓
DDOORDASHDASH
7.46%6.61%$7.67亿415.4万股$6.42亿427.6万股-12.2万股-2.85%减仓
QQNITY ELECTRONICS COMMON STOCKQ
7.23%6.04%$7.44亿455.3万股$5.87亿508.8万股-53.5万股-10.51%减仓
FERGUSON ENTERPRISESFERG
6.88%5.26%$7.07亿298.0万股$5.11亿219.2万股+78.8万股+35.94%加仓
MERCADOLIBRE COMMELI
5.1%6.24%$5.24亿30.9万股$6.07亿35.1万股-4.2万股-12.02%减仓
AAPI COM STKAPG
5%6.16%$5.14亿1,213.1万股$5.99亿1,477.5万股-264.4万股-17.89%减仓
XPOXPO
4.84%5.88%$4.98亿242.5万股$5.71亿293.6万股-51.1万股-17.41%减仓
CCARVANA CL ACVNA
4.3%3.22%$4.42亿672.1万股$3.13亿99.6万股+572.5万股+574.96%加仓
MMADISON AIR SOLUTIONS CORP COM SHS CL AMAIR
3.87%$3.98亿1,019.6万股$00股+1,019.6万股新买入
TwilioTWLO
3.7%$3.81亿184.6万股$00股+184.6万股新买入
AFFIRM COM CL AAFRM
3.51%2.66%$3.61亿442.5万股$2.59亿564.9万股-122.4万股-21.67%减仓
FFABRINETFN
3.3%1.16%$3.39亿60.3万股$1.13亿21.6万股+38.7万股+178.72%加仓
PPRIVIA HEALTHPRVA
2.91%2.56%$2.99亿1,163.6万股$2.49亿1,208.8万股-45.2万股-3.74%减仓
HSBC SPON ADR NEWHSBC
2.91%2.9%$2.99亿293.7万股$2.82亿329.2万股-35.4万股-10.76%减仓
CCRHCRH
2.77%1.6%$2.85亿266.5万股$1.55亿147.8万股+118.8万股+80.36%加仓
ShopifySHOP
2.59%1.19%$2.67亿233.6万股$1.15亿97.2万股+136.4万股+140.34%加仓
CLEAN HARBORSCLH
2.59%3.1%$2.67亿89.2万股$3.01亿105.1万股-15.9万股-15.09%减仓
ROCKET COS COM CL ARKT
2.53%2.83%$2.60亿1,648.8万股$2.75亿1,930.6万股-281.7万股-14.59%减仓
VVSEVSEC
2.18%2.67%$2.24亿98.0万股$2.59亿140.5万股-42.4万股-30.22%减仓
FLOWSERVEFLS
2.1%0.72%$2.16亿291.1万股$6,996.7万95.2万股+195.9万股+205.84%加仓
SHIFT4 PMTSFOUR
2.09%2.78%$2.15亿442.4万股$2.70亿616.6万股-174.2万股-28.26%减仓
WWARBY PARKERWRBY
1.89%1.39%$1.94亿639.7万股$1.35亿639.7万股00.00%持仓不变
OPTION CARE HEALTHOPCH
1.26%2.49%$1.29亿616.4万股$2.42亿899.1万股-282.8万股-31.45%减仓
MMEDLINE COM CL AMDLN
1.01%3.33%$1.04亿262.7万股$3.23亿726.6万股-463.9万股-63.84%减仓
XOMETRYXMTR
0.95%0.02%$9,796.5万101.5万股$226.3万5.5万股+96.0万股+1,731.92%加仓
WWIX COM SHSWIX
0.9%1.89%$9,263.1万204.2万股$1.84亿204.2万股00.00%持仓不变
GGOOSEHEAD INS INC CLASS AGSHD
0.87%0.69%$8,910.2万183.7万股$6,667.6万156.3万股+27.4万股+17.54%加仓
AURORA INNOVATION INC CLASS AAUR
0.72%0.06%$7,426.6万1,088.9万股$612.2万148.6万股+940.3万股+632.78%加仓
COUPANG INC CLASS ACPNG
0.66%2.5%$6,742.9万388.2万股$2.43亿1,286.7万股-898.5万股-69.83%减仓
AANDERSENANDG
0.61%0.47%$6,301.1万167.0万股$4,543.7万167.0万股00.00%持仓不变
APPLIED INDL TECHNOLOGIES INAIT
0.53%0.81%$5,480.4万16.2万股$7,869.4万29.7万股-13.5万股-45.36%减仓
EENTEGRISENTG
0.51%1.17%$5,272.4万29.3万股$1.14亿97.2万股-67.9万股-69.83%减仓
RROLLINS COMROL
0.47%$4,865.5万116.6万股$00股+116.6万股新买入
AAGILON HEALTHAGL
0.46%$4,722.8万44.1万股$00股+44.1万股新买入
BIO-TECHNETECH
0.34%2.4%$3,546.4万50.2万股$2.33亿445.6万股-395.4万股-88.74%减仓
CADENCE DESIGN SYSTEM COMAYI
0.25%1.03%$2,585.6万6.9万股$9,968.2万35.6万股-28.7万股-80.70%减仓

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