Durable Capital Partners LP
•CIK: 1798849•Filing: Q4 2025
Durable Capital Partners LP, led by co-founders Jonathan Lavine and Jonathan Schwalbach, maintains a concentrated portfolio with a focus on long-term value creation, currently managing $10.6 billion in assets across 40 positions. Notably, the fund has increased its stake in DASH by 78% and recently added MDLN, Q, and ULS, while significantly cutting positions in DUOL and FSV by 93% and 81%, respectively.
Total AUM
$10.6B
QoQ Performance
-21.7%
Positions
40
Top 10 Concentration
55.1%
Latest Filing
Q4 2025
Top Holdings Allocation
RBC
DASH
MLB1
CPNG
APG
XPO
RBC10.0%
DASH7.7%
MLB15.9%
CPNG5.5%
APG5.4%
XPO5.1%
CIGI4.7%
FOUR3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other99.1%
Consumer0.9%
🚪 Exited Positionssold since Q3 2025
+11 more exited positions
Changes from Q3 2025
NEW8 new positions
↑13 increased
↓19 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023