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XPO position history

The shares of XPO Inc. (XPO) that Durable Capital Partners LP reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q4: 578,903 shares, $76M, 0.62% of portfolio, New
  2. 2025 Q1: 2,005,297 shares, $216M, 1.9% of portfolio, Add +246.4%
  3. 2025 Q2: 3,595,056 shares, $454M, 3.4% of portfolio, Add +79.3%
  4. 2025 Q3: 4,331,280 shares, $560M, 4.1% of portfolio, Add +20.5%
  5. 2025 Q4: 3,949,100 shares, $537M, 5.1% of portfolio, Reduce −8.8%
  6. 2026 Q1: 2,935,934 shares, $571M, 5.9% of portfolio, Reduce −25.7%
  7. 2026 Q2: 2,424,919 shares, $498M, 4.8% of portfolio, Reduce −17.4%
Holdings date Value % of holdings Shares Filing date All 13F holders