Durable Capital Partners LP

Tech Focused

Managed by

AUM Tracked

$32.7B

AI Exposure

11.1%

AI vs Non-AI Sector Exposure

AI & Semiconductors11.0%

Other Tech0.0%

2.2%

2.2%

0.5%

0.5%

Portfolio Holdings

AI & Tech holdings for Durable Capital Partners LP

Ticker	Company	Shares	Value	% of Portfolio	Action Last Quarter
$AAPLAI	Apple Inc.	2,873,250	$729.2M	2.2%	No change
$NVDAAI	NVIDIA Corporation	4,132,873	$720.8M	2.2%	No change
$AMZNAI	Amazon.com, Inc.	789,833	$164.5M	0.5%	No change
$GOOGLAI	Alphabet Inc.	549,121	$157.9M	0.5%	No change
$SNOWAI	Snowflake Inc.	991,420	$149.5M	0.5%	No change
$MSFTAI	Microsoft Corporation	305,854	$113.2M	0.3%	No change
$AVGOAI	Broadcom Inc.	345,271	$106.9M	0.3%	No change
$MUAI	Micron Technology	244,524	$82.6M	0.3%	No change
$METAAI	Meta Platforms, Inc.	141,179	$80.8M	0.2%	No change
$ABNBAI	Airbnb Inc.	621,275	$78.5M	0.2%	No change
$PLTRAI	Palantir Technologies	535,996	$78.4M	0.2%	No change
$TSLAAI	Tesla, Inc.	204,788	$76.1M	0.2%	No change
$LRCXAI	Lam Research	297,729	$63.6M	0.2%	No change
$PYPLAI	PayPal Holdings	1,320,042	$59.7M	0.2%	No change
$DELLAI	Dell Technologies	360,685	$59.2M	0.2%	No change
$AMATAI	Applied Materials	160,634	$54.9M	0.2%	No change
$GOOGAI	Alphabet Inc.	186,420	$53.5M	0.2%	No change
$ONAI	ON Semiconductor	835,102	$51.7M	0.2%	No change
$QCOMAI	QUALCOMM Inc.	385,389	$49.6M	0.2%	No change
$VRTAI	Vertiv Holdings	192,588	$48.3M	0.1%	No change
$KLACAI	KLA Corporation	31,024	$45.7M	0.1%	No change
$ADBEAI	Adobe Inc.	171,067	$41.6M	0.1%	No change
$TERAI	Teradyne Inc.	128,408	$38.1M	0.1%	No change
$APPAI	AppLovin Corporation	88,278	$35.1M	0.1%	No change
$ADIAI	Analog Devices	108,399	$34.5M	0.1%	No change
$CDNSAI	Cadence Design Systems	123,385	$34.3M	0.1%	No change
$UBERAI	Uber Technologies	453,402	$32.6M	0.1%	No change
$INTUAI	Intuit Inc.	73,604	$31.8M	0.1%	No change
$AMDAI	Advanced Micro Devices	144,845	$29.5M	0.1%	No change
$CRWDAI	CrowdStrike Holdings	69,051	$27.0M	0.1%	No change
$ANETAI	Arista Networks	216,934	$26.6M	0.1%	No change
$MPWRAI	Monolithic Power Systems	22,482	$24.6M	0.1%	No change
$SQAI	Block Inc.	358,362	$21.6M	0.1%	No change
$TXNAI	Texas Instruments	104,967	$20.4M	0.1%	No change
$NETAI	Cloudflare Inc.	91,071	$18.8M	0.1%	No change
$VSTAI	Vistra Corp.	122,917	$18.5M	0.1%	No change
$ORCLAI	Oracle Corporation	117,724	$17.3M	0.1%	No change
$CEGAI	Constellation Energy	59,200	$16.5M	0.1%	No change
$MRVLAI	Marvell Technology	165,490	$16.4M	0.1%	No change
$CRMAI	Salesforce Inc.	78,589	$14.7M	0%	No change
$TEAMAI	Atlassian Corporation	195,339	$13.3M	0%	No change
$FTNTAI	Fortinet Inc.	162,846	$13.3M	0%	No change
$DDOGAI	Datadog Inc.	98,538	$11.6M	0%	No change
$NOWAI	ServiceNow Inc.	100,489	$10.5M	0%	No change
$ZSAI	Zscaler Inc.	72,831	$10.2M	0%	No change
$WDAYAI	Workday Inc.	69,144	$9.0M	0%	No change
$NXPIAI	NXP Semiconductors	38,296	$7.5M	0%	No change
$ISRGAI	Intuitive Surgical	15,566	$7.2M	0%	No change
$PANWAI	Palo Alto Networks	34,578	$5.5M	0%	No change
$MCHPAI	Microchip Technology	79,840	$5.2M	0%	No change
$SMCIAI	Super Micro Computer	180,700	$4.1M	0%	No change
$INTCAI	Intel Corporation	86,841	$3.8M	0%	No change
$TSMAI	Taiwan Semiconductor	7,534	$2.5M	0%	No change
$SHOPAI	Shopify Inc.	17,014	$2.0M	0%	No change
$SNPSAI	Synopsys Inc.	4,715	$1.9M	0%	No change
$COINAI	Coinbase Global	9,879	$1.7M	0%	No change
$ASMLAI	ASML Holding NV	1,023	$1.4M	0%	No change
$MDBAI	MongoDB Inc.	2,391	$585.2K	0%	No change
$RIVNAI	Rivian Automotive	26,871	$404.4K	0%	No change
$BABAAI	Alibaba Group	2,879	$361.2K	0%	No change
$SAPAI	SAP SE	1,594	$272.9K	0%	No change