AlphaYouDurable Capital Partners LP
Bought Wix Com, sold out of Veeva SYS. Portfolio down 8% to $9.7B.
$9.7B portfolio37 holdingstop 10 = 59%filed 2026-05-15
- 1RBCRBC Bearings Inc12.72%$1.2B - 2.3M shares-69K
- 2DASHDoordash Inc6.61%$642.0M - 4.3M shares+697K
- 3MELIMercadolibre Inc6.24%$606.6M - 351K shares+43K
- 4APGApi Group Corp6.16%$598.7M - 14.8M shares-242K
- 5QQnity Electronics Inc6.04%$587.1M - 5.1M shares+2.3M
- 6XPOXpo Inc5.88%$571.2M - 2.9M shares-1.0M
- $511.3M - 2.2M shares+631K
- 8MDLNMedline Inc3.33%$323.3M - 7.3M shares+366K
- 9CVNACarvana Co3.22%$313.0M - 996K shares+71K
- 10CLHClean Harbors Inc3.10%$301.3M - 1.1M shares+216K
- 11ULSUl Solutions Inc2.90%$282.1M - 3.3M shares+728K
- 12RKTRocket Cos Inc2.83%$275.1M - 19.3M shares+1.8M
- 13FOURShift4 PMTS Inc2.78%$269.6M - 6.2M shares-441K
- 14VSECVse Corp2.67%$259.0M - 1.4M shares+526K
- 15AFRMAffirm Hldgs Inc2.66%$258.9M - 5.6M shares+2.0M
- 16IWMiShares TR2.62%$254.8M - 1.0M shares+931K
- 17PRVAPrivia Health Group Inc2.56%$248.6M - 12.1M shares-
- 18CPNGCoupang Inc2.50%$242.9M - 12.9M shares-11.6M
- 19OPCHOption Care Health Inc2.49%$242.0M - 9.0M shares-
- 20TECHBio-techne Corp2.40%$232.9M - 4.5M shares+2.4M
- 21Wix Com LTD1.89%$183.9M - 2.0M sharesNEW
- 22CRH PLC1.60%$155.3M - 1.5M sharesNEW
- 23YOUClear Secure Inc1.48%$143.9M - 3.0M shares-490K
- 24WRBYWarby Parker Inc1.39%$134.8M - 6.4M shares-914K
- 25SHOPShopify Inc1.19%$115.3M - 972K shares-1.1M
- 26ENTGEntegris Inc1.17%$113.9M - 972K sharesNEW
- 27Fabrinet1.16%$112.9M - 216K sharesNEW
- 28AYIAcuity Inc1.03%$99.7M - 356K shares-460K
- 29CIGIColliers Intl Group Inc0.91%$88.6M - 829K shares-2.5M
- 30AITApplied Indl Technologies 0.81%$78.7M - 297K sharesNEW
- 31FLSFlowserve Corp0.72%$70.0M - 952K sharesNEW
- 32GSHDGoosehead Ins Inc0.69%$66.7M - 1.6M shares-
- 33ANDGAndersen Group Inc0.47%$45.4M - 1.7M shares-
- 34RBLXRoblox Corp0.38%$36.6M - 646K shares-516K
- 35AURAurora Innovation Inc0.06%$6.1M - 1.5M shares-5.3M
- 36ESABEsab Corporation0.03%$3.3M - 34K sharesNEW
- 37XMTRXometry Inc0.02%$2.3M - 55K sharesNEW
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.